Turn FTC Safeguards Compliance Into Your Competitive Edge

Most tax and accounting firms treat the FTC Safeguards Rule as a checkbox. Smart firms use it to win enterprise clients and charge premium fees.

What Becomes Possible:

Win clients that require documented security - Enterprise clients, financial institutions, and sophisticated businesses demand proof of compliance. You'll have it.

Command premium positioning - "FTC Safeguards compliant" becomes a differentiator when competitors are scrambling or ignoring requirements.

Sleep through tax season - 24/7 threat monitoring catches breaches before they compromise client data or trigger reporting requirements.

Pass client due diligence effortlessly - Risk assessments, policies, and documentation ready when prospects or partners ask.

Protect your reputation and license - Documented compliance procedures that satisfy regulators and demonstrate professional responsibility.


Complete FTC Safeguards Compliance Management

We handle everything the FTC Safeguards Rule requires—and make it work for your firm, not against it:

  • Risk assessments and security policies that satisfy FTC requirements

  • 24/7 monitoring and threat response to prevent breaches before they happen

  • Secure client communication and file sharing that meets compliance standards

  • Staff training programs that turn your team into your security advantage

  • Incident response planning so you're never scrambling if something happens

  • Ongoing compliance updates as requirements evolve

You get: Enterprise-grade security and documented compliance without enterprise complexity or cost.


Built for Tax and Accounting Professionals

We understand the unique challenges of your industry:

  • Tax season workflow demands that can't be disrupted

  • Client data sensitivity and regulatory scrutiny

  • The balance between security and operational efficiency

Your compliance program should enable growth, not slow it down.


Ready to Turn FTC Compliance Into Your Competitive Advantage?

Schedule a free FTC Safeguards assessment. We'll evaluate your current compliance posture and show you exactly where you're at risk—and where compliance could help you win better clients.

Schedule Your Tax Practice IT Strategy Session