The FTC Safeguards Rule treats accounting firms as financial institutions. The IRS requires every tax preparer to maintain a written security plan. Massachusetts law mandates breach notification. And tax season creates a physical and digital security environment that most small firms have never formally addressed.
This assessment covers 8 critical areas of IT security and compliance for accounting firms and tax preparers across 36 questions. It will take approximately 6-7 minutes to complete. Our goal is not to give you a quick score.
Our goal is to give you an accurate picture of where your firm stands — before a breach, a regulatory inquiry, or an April 14th system failure makes the question urgent.
Answer honestly — including "I don't know" where you are unsure. An honest "I don't know" is more valuable than a reassuring "yes" that is not true. Your results are personalized, immediate, and completely confidential.
Your score by section
Areas that need attention
NetWerks Strategic Services · Agawam, MA · Serving within 50 miles of Springfield · Minimum 5 users for Guardian and Guardian Pro plans
