FTC Safeguard Rules: Ensure Compliance and Protect Your Clients’ Data

FTC Safeguard Rules

As a valued Managed Service Provider (MSP) dedicated to supporting CPA firms like yours, we want to ensure that you are aware of the approaching deadline for compliance with the Federal Trade Commission (FTC) Safeguard Rules. It is crucial that you take action to safeguard your client’s sensitive information and maintain compliance with industry regulations.

We have assisted numerous firms just like yours in meeting these stipulations and ensuring readiness for the regulatory requirements. If you need assistance verifying your firm’s preparedness, please contact us immediately at 800-245-5210 or book an appointment using the link below to schedule your complimentary call.

Important Deadline: June 9, 2023

To help you through this process, we have compiled a comprehensive list of requirements that you must comply with:

  • Implement a Written Information Security Plan that adheres to IRS and FTC recommended practices.
  • Designate a responsible individual to oversee the information security program.
  • Conduct a thorough risk assessment to identify potential vulnerabilities and develop a risk management plan.
  • Establish procedures to control access to sensitive client information, including physical and electronic safeguards.
  • Regularly test and monitor your systems to detect and prevent unauthorized access or data breaches.
  • Select and manage service providers that maintain adequate security measures to protect shared information.
  • Provide appropriate training to your employees on information security and best practices for safeguarding sensitive data.
  • Create a written incident response plan to effectively address security breaches if they occur.
  • Require your Qualified Individual to report on compliance and incident response to your Board of Directors.

We understand that navigating the complexities of compliance can be challenging. That’s why we are offering a complimentary 15–20-minute call to advise you on the necessary steps to meet the FTC Safeguard Rules. Our team of experts is available to discuss your unique requirements and provide tailored guidance to ensure your firm’s compliance and data security.

Don’t miss this opportunity to safeguard your clients’ data and avoid potential penalties for non-compliance. Contact us today at 800-245-5210 or book an appointment using the link below to schedule your complimentary call. We are committed to helping you navigate the intricacies of the FTC Safeguard Rules, giving you peace of mind and allowing you to focus on your core business operations.

Please note that time is of the essence, and the June 9 deadline is fast approaching. Act now to ensure your firm is compliant and protect your client’s confidential information.

We look forward to assisting you in meeting the FTC Safeguard Rules and strengthening your information security practices. Should you have any questions or require further information, please do not hesitate to reach out to us.

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