FTC Safeguards RuleIRS Publication 4557FCRA Compliant

IT compliance
built for financial
professionals.

Flat-rate managed IT for CPAs, bookkeepers, tax preparers, and credit professionals. We handle your WISP, MFA, encrypted backups, and breach response.

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150+

Firms Protected

100%

WISP Compliant

Client FTC Fines

compliance_check.exeLIVE SCAN

Scanning firm: Your Practice ●

Written Information Security Plan (WISP)

Multi-Factor Authentication enforced

AES-256 encrypted backups — testedRISK

Designated security officer on fileRISK

Vendor compliance documentedRISK

30-day breach notification planRISK

Annual risk assessment on fileRISK

Fix These Gaps — Free →

FTC Safeguards Compliant

IRS Pub 4557 Ready

FCRA Documentation

WISP in Every Plan

Flat Monthly Rate

Who We Serve

Built for firms that handle other people's money

We specialize exclusively in financial and accounting professionals. We know your regulations — and we speak your language.

CPA Firms

5–20 staff

WISP, MFA, encrypted endpoints

Tax Preparers

1–10 staff

IRS Pub 4557 compliance

Bookkeepers

Remote & hybrid

Secure portals, M365

Collection Agencies

5–30 staff

FDCPA audit trails

Credit Counselors

3–15 staff

CFPB-ready documentation

Payroll Firms

5–25 staff

PII protection, vendor oversight

See your industry in detail

What's Included

Everything your firm needs.
One flat rate.

No surprise invoices. Every plan includes the full compliance stack your firm legally requires.

WISP Documentation

We write your Written Information Security Plan from scratch — fully compliant with FTC Safeguards Rule and IRS Publication 4557.

Endpoint Security

Every laptop and workstation encrypted (AES-256), patched, and monitored. We handle it all so you never have to think about it.

Microsoft 365 Hardening

MFA enforced, anti-phishing rules, data loss prevention, and compliant email retention — configured for your firm.

Access Control

Least-privilege access enforced. New hire onboarding and offboarding handled with documented evidence for audits.

Breach Response

We monitor your environment and manage the FTC's 30-day breach notification deadline so you're never caught off guard.

Backup & Recovery

AES-256 encrypted, tested backups with quarterly verified restores. Prove compliance — don't just assume it.

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The Law Requires It

The FTC Safeguards Rule applies to your firm.

CPAs, bookkeepers, tax preparers, and credit professionals are classified as "financial institutions" under GLBA. The FTC can fine you up to $50,120 per violation per day.

Check Your Compliance Read the Regulations

FTC Safeguards Rule

WISP, MFA, encrypted backups, designated security officer, vendor oversight, and 30-day breach notification.

IRS Publication 4557

Tax preparers must maintain a written Information Security Plan and implement the Security Six practices.

FCRA / FDCPA

Credit and collections firms must maintain audit trails, timestamped logs, and documented access controls.

Client Stories

Trusted by financial professionals

"Our malpractice insurer asked for a WISP at renewal. ClearPath had it done in two weeks and handled everything we didn't understand."

Patricia M.

Managing Partner, CPA Firm — Ohio

"We had a staff member click a phishing link. ClearPath contained it in hours and handled the FTC notification process for us."

David R.

Owner, Collection Agency — Texas

"Finally an IT company that speaks accountant, not tech. They knew the regulations better than we did."

Susan L.

Owner, Bookkeeping Firm — Florida

Get Started Today

Ready to close your
compliance gaps?

Free 30-minute compliance assessment. We'll review your setup, identify gaps, and hand you a clear roadmap — no obligation.

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No credit card. 30-minute call. Immediate clarity.

IT compliancebuilt for financialprofessionals.