FTC Safeguards Compliance Without the Complexity
We make the Safeguards Rule straightforward for accounting firms, tax preparers, and financial advisors.
Get Your Free AssessmentThe updated FTC Safeguards Rule requires financial institutions to implement comprehensive security programs. Non-compliance penalties reach $50,000 per violation. We handle the technical requirements so you can focus on serving your clients.
What's Included
Qualified Individual
We serve as or support your designated Qualified Individual responsible for your security program.
Written Security Plan
Comprehensive information security program documentation that satisfies FTC requirements.
Access Controls
Role-based access, MFA, and least-privilege configurations across all systems handling customer data.
Encryption
Data encryption at rest and in transit for all customer financial information.
Vendor Management
Third-party risk assessment and monitoring for all service providers with access to customer data.
Annual Penetration Testing
Required vulnerability assessments and penetration testing with documented findings and remediation.
Ready to Get Started?
Get a free compliance assessment and see how ftc safeguards compliance fits your organization.
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