Thank you for attending our session on Mastering the FTC Safeguard Rules at the MACPA Summit!

Please complete the form below to download your complimentary “Effective Cybersecurity Tips” Checklist.

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Interested in a WISP Assessment
for your organization?

What is a WISP?

A Written Information Security Program (WISP) is a formal document that outlines how an organization plans to protect sensitive data. It includes:

– Administrative, physical, and technical safeguards.
– Employee training and accountability.
– Incident response planning.
– Ongoing monitoring and updates to the program.

What is a WISP Assessment?

A WISP Assessment is a detailed review of your organization’s current information security policies and procedures. It helps you:

1. Identify Gaps: Pinpoint areas where your current WISP may not meet regulatory standards.
2. Achieve Compliance: Ensure alignment with the FTC Safeguards Rule and other relevant guidelines.
3. Strengthen Cybersecurity: Enhance your ability to protect sensitive client and business data from cyber threats like phishing, ransomware, and data breaches.
4. Build Client Trust: Show clients and stakeholders that you take data protection seriously.


Why Do You Need a WISP Assessment?

– The FTC Safeguards Rule requires financial and professional services firms to have a WISP in place.
– A lack of compliance can result in fines, legal risks, and reputational damage.
– Cybercriminals actively target businesses that handle sensitive financial data, like CPA firms.

What We Provide in a WISP Assessment:

– Policy Review: Evaluate your existing security policies and documents.
– Gap Analysis: Highlight areas where your WISP falls short.
– Actionable Recommendations: A roadmap to strengthen your program and meet compliance requirements.
– Next Steps: Guidance on implementing missing safeguards.

Request a WISP Assessment

Fill in the below information and we’ll reach out to schedule your complimentary WISP assessment.
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Compliance with FTC Safeguards Rule, Employee phishing risks, General security posture, Ransomware concerns, etc.