Cybersecurity, WISP & Staff Training for CPA Firms
Build your WISP with a guided questionnaire, train your staff, and keep dated records ready for review.
Your WISP and Staff Training in One Place
Built for accounting workflows, not a static Word template.
1. Guided WISP Generator
An 11-domain questionnaire built on IRS Pub 4557 and the FTC Safeguards Rule.
- Incident response plan with the FTC 30-day notice step
- Corrective action plan for any gaps
- Review-ready PDF
2. Staff Security Training
Short CPA-specific modules your staff complete from an emailed link.
- Phishing, wire fraud, MFA, clean desk, incident escalation
- E-SIGN acknowledgments
- Appendix C training log in your WISP PDF
3. Phishing Tests & Scans
Managed quarterly phishing tests and a check of your office internet connection.
- Realistic tax-season lures
- Instant feedback for anyone who clicks
- Scan for exposed services such as Remote Desktop
Understand What the Law Requires and Why
Our guide explains, in plain English:
- ✓ FTC Safeguards Rule: the elements your security program needs.
- ✓ IRS Pub 4557: the “Security Six” baseline controls.
- ✓ What is at stake: FTC penalties and IRS e-file sanctions.
Are CPAs Covered by the FTC Safeguards Rule?
Generally, yes. The rule’s own examples of a financial institution include “an accountant or other tax preparation service that is in the business of completing income tax returns” (16 CFR 314.2). Your attorney can confirm how it applies to your firm.
Pricing for Your Firm Size
Every plan includes your WISP and status reports. Upgrade anytime.
WISP Essentials
Your WISP, built on IRS Pub 4557.
- 11-domain WISP generator
- Incident response & corrective action plans
- Review-ready PDF and renewal reminders
Compliance Plus
Supports both your WISP and FTC §314.4(e) staff training.
- Everything in WISP Essentials
- 10 staff training seats
- E-SIGN records and Appendix C log
Full Shield & Testing
Phishing tests and an office perimeter scan.
- Everything in Compliance Plus
- Managed quarterly phishing tests
- Office perimeter scan