Inside the CPA Security Ecosystem
A comprehensive look at our legally mandated Written Information Security Plan (WISP) generator and interactive staff cybersecurity training portal.
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Automated WISP Questionnaire
Our 11-domain wizard walks you through every technical, administrative, and physical control required by IRS Pub 4557 and the FTC Safeguards Rule.
- Built-In Compliance Hints: Unsure if your drives are encrypted? Our hints explicitly explain what auditors are looking for (e.g., BitLocker/FileVault).
- Progress Tracking: Easily see what sections remain incomplete before generating your final PDF.
- Dynamic Generation: Your answers instantly populate an audit-ready, professionally structured compliance document.
Partner-Level Analytics Dashboard
Track your firm's overall security posture and ensure 100% completion of the FTC's mandated annual cybersecurity training.
- Employee Tracking: See exactly who has completed their training and who is overdue.
- One-Click Reminders: Nudge staff members directly from the dashboard.
- Appendix C Auto-Sync: Completion data automatically syncs with your WISP PDF as audit evidence.
CPA-Specific Training Modules
Generic cybersecurity training puts accountants to sleep. Our modules use realistic, high-stakes accounting scenarios.
- Wire Fraud Identification: Interactive exercises showing how hackers spoof CEO and partner emails to authorize fraudulent wire transfers.
- Tax Season Lures: Real-world examples of fake W-9s and malicious IRS CP2000 attachments.
- Bite-Sized Lessons: 5-minute micro-modules that don't disrupt billable hours.
Managed Phishing Simulation & Remediation
Managed Security Service: Our security engineering team manages quarterly tax-season campaigns and delivers executive audit-ready compliance reports directly to your firm. When an employee clicks a simulated lure, we instantly turn the mistake into a point-of-failure learning moment.
- Instant Red-Flag Analysis: Visually breaks down the exact email they fell for and highlights the clues they missed.
- No Shaming: Positive, educational tone designed to build a culture of security, not fear.
- Compliance Logging: Remediation completion is logged to satisfy cyber insurance underwriting requirements.
Save Thousands on IT Consulting Fees
Don't have a dedicated IT team? Tired of your Managed Service Provider (MSP) charging you $150/hour just to flip a switch? We include an exclusive DIY Implementation Guide that shows you exactly how to enable required security features yourself for free.
Built-In Drive Encryption
Your computers already include drive encryption. Our step-by-step guides show you how to turn on BitLocker (Windows) and FileVault (Mac), no outside IT help needed.
MFA Enforcement
Exact clicks needed to enforce Multi-Factor Authentication across Microsoft 365 and Google Workspace.
Clean Desk Policies
Cheat sheet for enabling automatic screen locks globally across your firm's devices.