CPA Compliance
WISP & FTC Safeguards Support for CPA Firms
A Written Information Security Plan should describe the real firm—not a generic template.
Schedule a ConversationGO InfoTek helps accounting and tax practices connect the written program to the technology, people, vendors and controls that actually exist in the environment.
Our role is to support the security and compliance program, not to provide legal advice or claim that a single product automatically makes a firm compliant.
Areas We Can Help With
- WISP development
- Security risk assessment
- Technical support for the firm’s Qualified Individual
- Access controls and MFA
- Encryption
- Security awareness
- Vendor oversight
- Incident-response planning
- Business continuity
- Ongoing review and documentation