Does your firm meet the
FTC Safeguards Rule?
Answer quick multiple-choice questions about how your practice protects client data. You'll get an instant PASS or FAIL against the FTC Safeguards Rule, a score on the IRS's security recommendations, and the fix for every gap.
Start the Gap Check →FTC Safeguards Rule: federal law
Tax and accounting firms count as financial institutions under the Gramm-Leach-Bliley Act. The FTC Safeguards Rule (16 CFR Part 314) requires a written security program with specific safeguards, such as multi-factor authentication, encryption, and staff training. You get a clear PASS or FAIL. Read the FTC's guide.
IRS recommendations: guidance
The IRS recommends further steps in Publications 4557 and 5708, including its "Security Six" (antivirus, firewall, backups and more). These aren't law, so they never cause a FAIL, but you'll see how many your firm already meets.
How it works
Answer the questions
Plain-English multiple choice. "Not sure" is always an option.
See your result
PASS or FAIL on the FTC rule, plus your IRS recommendation score, right away.
Get the full report
Every gap with its fix and source, on screen and as a PDF by email.