Risk Assessment
Review devices, accounts, cloud apps, remote access, backups, vendors, and the flow of taxpayer data through your firm.
For CPA Firms & Tax Professionals
Protect client data. Build your WISP with confidence.
CPA and tax practices handle the exact kind of sensitive financial information attackers want. WatchTower MSP helps firms strengthen security controls, document safeguards, and stay organized around FTC Safeguards Rule expectations.
FTC Safeguards Rule
Tax preparation firms are included in the rule's financial institution examples.
Your information security program must be written, appropriate to your firm, and built to protect customer information.
Why This Matters
For tax pros, data security is not optional.
The FTC Safeguards Rule requires covered financial institutions to develop, implement, and maintain a written information security program. IRS guidance also reminds tax professionals that they are required by law to have a Written Information Security Plan, or WISP, to protect client data.
This page is general cybersecurity guidance, not legal advice. Your firm should review requirements with qualified legal or compliance counsel.
WISP Support
We help turn the requirement into an operating security program.
Security Controls
Implement right-sized safeguards like MFA, endpoint protection, encryption planning, access controls, patching, and secure backups.
WISP Documentation
Help organize the technical details your written plan needs, including responsibilities, safeguards, service providers, and review cadence.
Monitoring & Testing
Maintain evidence that safeguards are monitored, updated, and adjusted as your firm, software, staff, and threat landscape change.
Common CPA Firm Risks
Small firms are still high-value targets.
Seasonal staff and temporary access
Client documents moving through email
Old workstations and unpatched software
Weak passwords or missing MFA
Backup uncertainty before tax deadlines
Unclear vendor and portal security
Reference Points
Built around official guidance.
CPA Firm Readiness
Need help building or updating your WISP?
WatchTower MSP can assess your environment, strengthen your safeguards, and help document the technology pieces of your plan.