Industries · Financial Services & Tax Professionals
Financial Services & Tax Professionals
Banks, credit unions, CPA and bookkeeping firms, insurance agencies, and title/closing companies are all sitting on client financial data the FTC and IRS both expect to be actively protected — not just backed up. Title and closing companies carry an extra risk: they move large wires and are a prime target for business email compromise.
What we handle
- GLBA Safeguards Rule compliance — the FTC-enforced standard for anyone handling client financial information.
- Written Information Security Plan (WISP) — the IRS-mandated plan most small tax preparers don’t have and technically need every filing season.
- Phishing & BEC defense — email security and wire-transfer verification procedures built for firms that move real money by email.
- Client data encryption & secure file transfer — replacing email attachments with something defensible.
- Access logging — who touched a client file, and when.
One less thing to explain to a regulator.