ClearPath IT
Compliance · Security · Protection
Who We Serve

We speak your
industry's language

ClearPath IT works exclusively with financial and accounting professionals. We know your regulations, software, and risks — before you explain them.

CPA Firms

5–20 staff

Laws That Apply
FTC Safeguards Rule
State CPA Board Rules
IRS Publication 4557
Pain Points
!
Malpractice insurer requested a WISP at renewal
!
Staff clicked a phishing email
!
No documented offboarding process
!
Client data on personal laptops
What ClearPath Does
Write your WISP from scratch
Harden M365 with MFA and anti-phishing
Encrypt and monitor all endpoints
Handle FTC breach notifications

Tax Preparers

1–10 staff

Laws That Apply
IRS Publication 4557
FTC Safeguards Rule
State Tax Preparer Regulations
Pain Points
!
PTIN renewal Data Security checkbox
!
No written Information Security Plan
!
Using personal email for client files
!
No tested backup system
What ClearPath Does
IRS-compliant Information Security Plan
Security Six implementation
Encrypted client file storage
Secure client portal setup

Bookkeepers & Payroll

Remote & hybrid teams

Laws That Apply
FTC Safeguards Rule (GLBA)
State Data Privacy Laws
Payroll Data Regulations
Pain Points
!
Remote team with no IT policies
!
Client financial data on personal devices
!
No vendor agreements with QuickBooks/Gusto
!
No offboarding when contractors leave
What ClearPath Does
Remote endpoint management
Secure file sharing setup
Vendor BAA documentation
Access control policies

Collection Agencies

5–30 staff

Laws That Apply
FDCPA
FCRA
FTC Safeguards Rule
CFPB Regulations
Pain Points
!
High turnover with poor access revocation
!
No timestamped communication logs
!
CRM systems not secured
!
CFPB audit risk with no documentation
What ClearPath Does
FDCPA-compliant audit trail systems
Timestamped contact log management
Access revocation on termination
CFPB documentation preparation

Credit Counselors

3–15 staff

Laws That Apply
CFPB Regulations
FTC Safeguards Rule
State Credit Services Laws
Pain Points
!
Handling extremely sensitive consumer debt data
!
No formal IT structure
!
CFPB scrutiny increasing
!
No incident response plan
What ClearPath Does
Consumer data protection framework
Written incident response plan
Risk assessment documentation
Breach notification readiness

Payroll Services

5–25 staff

Laws That Apply
FTC Safeguards Rule
IRS Requirements
State Employment Laws
Pain Points
!
SSNs and banking data at risk
!
Third-party payroll integrations unsecured
!
No PII protection policy
!
No security training for payroll staff
What ClearPath Does
PII protection policies and training
Payroll system access controls
Third-party integration security
Annual compliance documentation

Don't see your exact situation?

If you handle consumer financial data, you're almost certainly covered by the FTC Safeguards Rule. Let's talk through your specific setup.

Book a Free Assessment