Free tool · FTC Safeguards / WISP
Would your firm’s FTC Safeguards setup hold up?
Your PTIN renewal and your cyber/E&O carrier already ask whether you have a WISP. Run this two-minute self-check to see where your FTC Safeguards program stands — and where the gaps are — before the FTC, the IRS, or a breach decides it for you.
Check the ones you have in place
Be honest — “not sure” counts as a no. Nothing is sent anywhere until you choose to email yourself the results.
Your readiness
requirements in place 0 / 11
Check the boxes above to see where you stand.
Where the gaps are:
If a client's tax or financial data were breached tomorrow, would this scorecard protect you?
We’ll do a free FTC Safeguards / WISP technical security review of your firm — a plain-English pre-audit findings list, no obligation, and we never ask for your clients’ information.