Accounting & CPA Firms · FTC Safeguards / IRS 4557

A watchdog on every client's financial data

Tax and accounting firms are “financial institutions” under the FTC Safeguards Rule, and the IRS expects a written security plan. We monitor your firm around the clock and produce the evidence that shows your WISP is real and operating.

Built for the firm that needs a defensible WISP before tax season

Watch client data

24/7 detection across workstations, email, and cloud—where SSNs, bank details, and returns actually move.

Back the WISP with proof

Evidence that the safeguards in your written plan are operating, mapped to the FTC Safeguards Rule and IRS Publication 4557.

Survive tax season

Email and business-email-compromise monitoring for the months attackers target firms hardest.

Live detection coverage

Kill-chain coverage, mapped to MITRE ATT&CK

Detections spanning eight techniques across six adversary tactics.

Initial Access
T1110
SSH brute-force
Execution
T1059CRITICAL
Web shell spawned
T1105
Download-and-execute
Credential Access
T1003CRITICAL
Credential dumping
T1078CRITICAL
Auth after brute-force
Persistence
T1098
Backdoor SSH key
T1053
Cron modification
Defense Evasion
T1136
Security config modified
8
ATT&CK techniques
6
Tactics covered
3
Critical severity

Common questions

What security rules apply to accounting and tax firms?+

Firms that prepare taxes or handle customer financial information are 'financial institutions' under the FTC Safeguards Rule (part of GLBA) and must maintain a written information security program. The IRS reinforces this through Publication 4557 and requires a written data security plan (a WISP) as a condition of holding a PTIN.

What is a WISP and do we need one?+

A Written Information Security Plan documents how your firm protects client data—the safeguards, the responsible person, the risk assessment, and the incident response. The IRS expects every tax professional to have one. We produce the evidence that shows the plan is real and operating, not just a document in a drawer.

Why do accounting firms get targeted?+

Tax and accounting firms concentrate exactly what attackers want: Social Security numbers, bank details, and financial records for many clients at once. Business email compromise and data theft against firms spike every tax season, which is why continuous monitoring and email security matter.

Is this legal or tax advice?+

No. MDRwatchdog provides security monitoring and evidence to support your firm's compliance program. It is not legal or tax advice and not a certification. Your obligations under the FTC Safeguards Rule and IRS guidance should be confirmed with your own advisors.

Related guides

Plain-language answers to the questions buyers ask most—readiness and evidence, not certification or legal advice.

Get a defensible WISP\u2014backed by real monitoring.

Book a 15-minute review and we'll map your firm to the FTC Safeguards Rule and IRS 4557.

Schedule your 15-minute review