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The cyber risk checklist for CPAs:WISP & FTC Safeguards

Twelve controls in plain English, written for accounting practices that hold client SSNs, EINs and prior-year returns. Use it to self-assess before the IRS, your carrier or an attacker does it for you.

What's inside

  • The 12 controls IRS Pub 4557 and Pub 5708 expect in your WISP
  • What the FTC Safeguards Rule requires of tax preparers
  • The Security Six, explained without jargon
  • MFA, backup and vendor-oversight checkpoints insurers verify
  • The documentation an IRS Stakeholder Liaison will ask to see
  • A prioritized 90-day remediation order for small firms
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The 12-point checklist IRS Stakeholder Liaisons and cyber-insurance carriers ask about. Sent instantly, no obligation.

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