We built this because financial professionals were being underserved
When the FTC updated the Safeguards Rule in 2021 and 2023, tens of thousands of small accounting firms suddenly had new legal IT requirements — and no clear path to meeting them. Generic MSPs didn't know what a WISP was. Big IT firms weren't interested in 10-person CPA practices.
ClearPath IT was built to fill that gap. We work exclusively with CPAs, bookkeepers, tax preparers, and credit professionals.
Our team includes IT professionals with backgrounds in financial services compliance — people who have navigated FTC audits and written WISPs that passed malpractice insurer review.
How we think about this work
Compliance First
We built our service around what financial professionals are legally required to have — not what's easiest to sell.
Niche Specialists
We work exclusively with financial and accounting professionals. We know Drake, TaxDome, QuickBooks, and Collect! — and the FTC, IRS, and CFPB rules for each.
Flat-Rate Transparency
No surprise invoices. No à la carte pricing. You know exactly what you pay and what you get. If something breaks, we fix it.
Ready to work together?
Free 30-minute compliance assessment. No obligation. Just clarity on where your firm stands.
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