Tax and accounting firms are 'financial institutions' under the FTC Safeguards Rule, and the IRS expects a written security plan. We monitor your firm and produce the evidence that shows your WISP is real and operating.
Book a 15-minute review →Firms that handle customer financial information must maintain a written information security program under the FTC Safeguards Rule, and the IRS reinforces this through Publication 4557 and the WISP requirement tied to holding a PTIN. SOC 2 is increasingly relevant for firms serving enterprise clients.
MDRwatchdog monitors workstations, email, and cloud—where SSNs, bank details, and returns move—and produces evidence that the safeguards in your written plan are operating, with email and business-email-compromise monitoring for the months attackers target firms hardest.
MDRwatchdog supplies monitoring and evidence; your obligations under the Safeguards Rule and IRS guidance should be confirmed with your own advisors. Not legal or tax advice.
For accounting and CPA firms, the most relevant frameworks are FTC Safeguards Rule, SOC 2. Which apply to you depends on your contracts, data, and clients.
Accounting & CPA Firms face protecting taxpayer data under the FTC Safeguards Rule and IRS 4557. Continuous monitoring both detects threats and produces the ongoing evidence that compliance frameworks and client security reviews increasingly require.
Yes. One monitored environment feeds every applicable framework, so a second framework is far more efficient than the first - the underlying evidence is shared.
MDRwatchdog provides security monitoring and compliance evidence to support readiness. It is not a certification and not legal advice. Certification and formal audits are performed by the appropriate authorized bodies (a C3PAO for CMMC, a licensed CPA firm for SOC 2, an accredited body for ISO 27001).