Tax Firm Security Compliance Guide 2025 | FTC Safeguards & WISP - Verito
Sales: 1-855-583-7486
Verito

Bank-Level Security for Tax Firms at 80% Less Cost - SOC 2 Certified

Complete security compliance guide for tax & accounting firms. Meet FTC Safeguards Rule, IRS WISP requirements, and protect against ransomware with enterprise-grade security.

SOC 2 Type II Certified
FTC Safeguards Compliant
256-bit AES Encryption
Zero Breaches Since 2009

Enterprise Security Framework for Tax & Accounting Firms

Military-grade security protecting 3,000+ CPA firms from ransomware, data breaches, and compliance violations. Every layer audited and certified.

Critical
🛡️

Network Security

  • Enterprise firewalls with DDoS protection
  • Intrusion detection and prevention systems
  • Network segmentation and isolation
  • 24/7 traffic monitoring
🔐

Data Protection

  • 256-bit AES encryption everywhere
  • Encrypted backup storage
  • Secure data destruction protocols
  • Data loss prevention tools
🔑

Access Control

  • Multi-factor authentication (MFA)
  • Role-based permissions
  • Session management
  • Audit logging of all access
📋

Compliance

  • FTC Safeguards Rule compliance
  • IRS WISP requirements
  • SOC 2 Type II certified
  • Annual security audits
Takes 5 Minutes

Is Your Firm at Risk? Get Your Security Score Now

67% of tax firms fail basic security assessments. Find out where you stand with our free, instant security audit.

Rated 4.9/5 by 1,247 firms
Get Your Free Security Score (Worth $997)

No credit card required • Instant results • 100% confidential

2025 Tax Firm Security Compliance Checklist

Essential security controls required by IRS, FTC Safeguards Rule, and state regulations. Complete all items to avoid penalties.

⚠️ FTC penalties up to $100,000 per violation for non-compliance

  • Enforce strong password policy (12+ characters)
  • Require multi-factor authentication for all users
  • Implement single sign-on (SSO) where possible
  • Regular password rotation (90 days)
  • Disable accounts immediately upon termination

Your Compliance Status

FTC Safeguards Rule
compliant
IRS WISP Requirements
compliant
SOC 2 Type II
compliant
PCI DSS
compliant
State Privacy Laws
compliant
Overall Compliance Score98%

Exceeds all regulatory requirements for tax & accounting firms

Need help with compliance requirements?

Get WISP Management →

Protection Against 2025's Top Tax Firm Threats

Tax firms are 3x more likely to be targeted by cybercriminals. Our multi-layer defense stops 99.9% of attacks before they reach your data.

Ransomware Protection

47% of firms attacked in 2024

Immutable backups, isolated recovery environment, 1-hour RPO

100% recovery guarantee

Phishing Protection

92% of breaches start with email

Advanced email filtering, user training, suspicious link blocking

99.9% phishing blocked

Data Breach Protection

$4.35M average breach cost

Encryption everywhere, access monitoring, instant alerts

Zero breaches since 2009

Free Compliance Templates & Resources

Download professionally prepared templates that meet IRS, FTC, and state requirements. Save $5,000+ in legal fees.

Most Downloaded

WISP Template 2025

IRS-compliant Written Information Security Plan (Worth $2,500)

Saves you $2,500

Download Free
Updated 2025

FTC Safeguards Toolkit

Complete compliance package with policies & procedures

Saves you $3,000

Download Free
New

Security Training Program

Ready-to-use staff training presentations & quizzes

Saves you $1,500

Download Free
Free

Audit Prep Checklist

Pass any security audit with this comprehensive guide

Saves you $500

Download Free

Need Help with Compliance?

Our security experts can implement all compliance requirements for you. Get compliant in 7 days or less.

The VeritSpace Advantage

Exclusively Dedicated

Exclusively Dedicated

Unlike other providers, we offer dedicated private servers only. No shared resources, no compromises.

Industry-Specific Expertise

Industry-Specific Expertise

We offer tailored solutions for tax and accounting firms, addressing their unique challenges.

 24/7 Expert Support

24/7 Expert Support

You get round-the-clock phone and chat support from our dedicated team of IT specialists.

Compliance-Ready

Compliance-Ready

Our isolated environments simplify adherence to industry regulations.

What Our Clients Say – Trusted by Accounting & Tax Firms Nationwide

My company has used Verito for several years now. We have expanded to 3 locations, all of which we use Verito at. The ability to work from anywhere is priceless. Anytime we have any questions, or issues they are handled very quickly. They have even gone above and beyond and helped with issues that weren't even theirs. Good luck finding that elsewhere.

Felecia Criss

Felecia Criss

As a one person tax practice I was looking for a dependable remote desktop - verito was referred on many tax professional forums. The price was right and I have been with them a few months now with zero issues - when I have questions, they are answered in the same day, usually in the same hour. Highly recommend.

Nicole Westra

Nicole Westra

Verito does a wonderful job of supporting my accounting/tax/payroll. Service and support are outstanding and always easy to reach and solve our issues quickly.

John Strah

John Strah

Superior customer service. Almost 0% downtime. Host tax software as well as virtual office. Great cloud company.

Sheldon Brown

Sheldon Brown

Frequently Asked Questions

Still have some questions in mind?

Verito maintains multiple security certifications:
  • SOC 2 Type II certification (annually audited)
  • SSAE-18 certified data centers
  • FTC Safeguards Rule compliant infrastructure
  • HIPAA compliant hosting available
  • IRS Publication 4557 compliance
  • PCI DSS Level 1 certified payment processing

Our certifications are independently audited annually and available for review. We exceed industry standards with 24/7 physical security, biometric access controls, and continuous compliance monitoring. These certifications ensure your firm meets all regulatory requirements automatically.

Multi-layer data protection ensures complete security:
  • 256-bit AES encryption for data at rest and in transit
  • Multi-factor authentication (MFA) required for all users
  • Role-based access controls with granular permissions
  • Continuous security monitoring with AI threat detection
  • Hourly encrypted backups to geographically separated locations
  • Zero-knowledge architecture for sensitive data
  • End-to-end encryption for file transfers

Your client data is protected by military-grade security that exceeds banking standards. We've maintained zero data breaches since 2009, protecting over 50 million tax returns and financial records.

Complete WISP compliance assistance includes:
  • Free customizable WISP template (worth $2,500)
  • Automated compliance monitoring and reporting
  • Security awareness training materials for staff
  • Annual security risk assessments
  • Incident response plan templates
  • Vendor management documentation
  • Compliance dashboard with real-time status

We make WISP compliance effortless. Our platform automatically generates the documentation you need for IRS and FTC audits, saving you thousands in consultant fees while ensuring you're always compliant.

Comprehensive incident response plan (never needed in 15 years):
  • Immediate threat containment (< 5 minutes)
  • Automated client notification within 24 hours
  • Forensic analysis by certified security experts
  • Full remediation and system restoration
  • Legal and regulatory compliance support
  • $1M cyber liability insurance coverage included
  • Post-incident security hardening

While we've never had a breach thanks to our proactive security measures, our incident response team is always ready. We conduct quarterly breach simulations to ensure rapid, effective response if ever needed.

    Critical security patches are applied within 24 hours of release, with zero downtime using our rolling update system. Regular updates occur weekly during off-peak hours (2-4 AM EST). All updates are tested in our staging environment before deployment. Emergency patches for zero-day vulnerabilities are applied immediately with automatic failover to prevent any service disruption.

    Advanced ransomware defense strategy:
    • Immutable backups that cannot be encrypted or deleted
    • Isolated recovery environment for instant restoration
    • Real-time behavioral analysis to detect encryption attempts
    • Network segmentation to prevent lateral movement
    • Application whitelisting to block unauthorized programs
    • 1-hour Recovery Point Objective (RPO)
    • Guaranteed recovery without paying ransom

    Our ransomware protection has successfully blocked 100% of attempts. In 2024 alone, we prevented 47 ransomware attacks targeting tax firms. Your data remains safe and accessible even during active attacks.

    Comprehensive security awareness program includes:
    • Quarterly security training webinars
    • Phishing simulation exercises
    • Video library with 50+ security topics
    • Customizable training materials for your team
    • Security best practices documentation
    • Client data handling procedures
    • Compliance requirement updates

    Well-trained staff are your first line of defense. Our security training reduces human error by 73% and helps your team identify threats before they become incidents. All training materials are included free with your subscription.

    Complete FTC Safeguards Rule compliance framework:
    • Qualified Individual designation support
    • Risk assessment automation and documentation
    • Security program implementation and monitoring
    • Vendor management and oversight tools
    • Access control and authentication systems
    • Data inventory and classification
    • Incident response planning and testing
    • Annual compliance reporting

    We handle the technical complexity of FTC compliance, allowing you to focus on serving clients. Our platform automatically maintains all required documentation and provides evidence for audits, avoiding penalties up to $100,000 per violation.

      Absolutely! We provide comprehensive audit preparation including pre-audit assessments, documentation packages, compliance reports, and technical evidence. Our clients have a 100% pass rate on security audits. We'll work directly with your auditors to provide all necessary information and demonstrate compliance. Many auditors specifically recommend Verito because our infrastructure exceeds audit requirements.

      Military-grade physical security includes:
      • 24/7 armed security personnel
      • Biometric authentication for all access points
      • Man-trap entry systems with dual verification
      • 360-degree surveillance with 90-day retention
      • Environmental monitoring (temperature, humidity, smoke)
      • Redundant power with N+1 UPS and generators
      • Fire suppression systems with VESDA detection

      Our Tier 4 data centers exceed government security standards. Located in undisclosed locations across the US, they're protected against natural disasters, physical intrusion, and power failures with 100% uptime guarantee.

      Background

      Ready to Elevate Your
      Firm's IT Infrastructure?

      Experience the Verito difference with secure, reliable cloud hosting designed for tax and accounting professionals.

      14-day risk-free trial. .

      Backed by the Best in Security & IT

      Partners1Partners2Partners1Partners2