For tax, accounting & bookkeeping firms
Stay on top of the FTC Safeguards Rule all year, not just the day you download a template.
We help you build your written security plan, remind you when things are due, and keep the proof in one place.
Why it matters now
It applies to youThe FTC Safeguards Rule applies to tax preparers and bookkeepers of every size, with some requirements eased for small firms.
The IRS asks tooForm W-12 asks tax preparers to affirm they know paid preparers must have a data security plan. Fiscal Safeguard helps you build and keep that written plan (WISP), with a risk assessment and ongoing tracking, to support your FTC Safeguards Rule and IRS obligations.
It never endsRisk assessments, reviews and training recur every year. A one-time document goes stale.
What your subscription includes
- Guided WISP builder — Answer plain-English questions and get a written information security plan tailored to your firm.
- Customizable compliance calendar — Configure automated email reminders for your upcoming risk assessments, scans and training deadlines, with full control to turn alerts on or off anytime.
- Evidence locker — Keep signed policies, training logs and scan results in one place.
- Breach response checklist — Step-by-step actions, including FTC notice for incidents affecting 500+ people.
Founding-member pricing
Simple, one-firm pricing
Founding members keep this price for as long as their subscription stays active without a gap. Need hands-on help? Request an advisor from inside the app.