Does your firm meet the FTC Safeguards Rule?
A free 3-minute self-assessment for accounting and tax firms. See exactly where you stand on the FTC Safeguards Rule and the IRS WISP requirement, and what to fix first.
In force nowEnforceable since June 2023, not a future deadline.
WISP requiredThe IRS requires a written plan for paid preparers.
Up to $53,088Per-violation civil penalty, plus PTIN exposure.

Built by Amir Sachs, founder of Blue Light IT.
- 26+ years in cybersecurity
- CRN Security 100 firm, 3 years running
- 2x best-selling author
What you get
Answer twelve plain-language questions. You will get a compliance score, your risk tier, and a prioritized list of gaps. The full report gives you what the Rule requires for each gap and a WISP starter checklist you can act on today.
Educational self-assessment. Not legal advice.
Start the check