Resources
Guides and checklists
Straight answers to the IT, security and compliance questions Houston firms ask us most.
Compliance guides
- What is a WISP, and does your firm need one?What a written information security plan (WISP) is, who needs one, what it must include and how tax preparers can build theirs.
- FTC Safeguards Rule requirements, explainedThe FTC Safeguards Rule in plain English: who it covers, the required elements of an information security program and how to comply.
- NIST SP 800-88 Rev. 2 data sanitization, explainedNIST SP 800-88 Rev. 2 in plain English: what changed from Rev. 1, the clear, purge and destroy methods, and how IEEE 2883 fits in.
Free checklists
WISP checklist
For CPA and tax firms. Read the guide
Secure disposal checklist
For Any firm retiring devices. Read the guide
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