Are you confident your firm’s information security program is up to date? As accounting professionals, safeguarding client information is not just best practice — it's a legal obligation. With increasing regulatory scrutiny from the IRS and FTC, and the rising threat of cyberattacks, understanding your security gaps is critical.
Our free white paper, 10-Point Gap Analysis for Tax & Accounting Firms, provides a straightforward overview of how to assess and strengthen your firm’s security posture efficiently. Designed specifically for accountants, CPAs, and tax professionals, this guide will help you identify vulnerable areas before they become costly problems.
In this white paper, you'll learn:
How to determine if your firm is WISP-ready or at high risk of non-compliance
The critical requirements for demonstrating compliance with IRS Publication 4557 and the FTC Safeguards Rule
Practical steps to close common security gaps such as implementing multi-factor authentication, encrypting sensitive data, and establishing a written incident response plan
The importance of designating a security coordinator and conducting regular risk assessments to stay ahead of evolving threats
Why download this white paper?
Expert insight tailored for accounting firms — no legal jargon, just actionable steps
Early detection of vulnerabilities — avoid penalties, fines, and reputational damage
Stay compliant with IRS and FTC regulations — minimize the risk of audit or enforcement actions
Empower your team with security best practices — protect client trust and your firm’s operational integrity
Don’t wait until a data breach or regulatory penalty impacts your practice. Complete the form now to access this essential white paper and take proactive steps toward securing your firm’s future.
