Your written plan needs matching technical controls, not just policy language.
For CPA Firms
Focus on your clients. We'll handle the security the FTC expects.
You should not need to become a cybersecurity expert to meet the FTC Safeguards Rule. Fortress helps align the technical controls behind your Written Information Security Plan so your firm can stay compliant, insurable, and operational through every filing deadline.
- A plain-English gap analysis against the FTC Safeguards Rule and IRS Publication 4557
- A specific view of what is currently exposed across workstations, email, file storage, and backups
- A right-sized roadmap to close gaps before your next cyber insurance renewal
The Pressure
CPA firms carry security pressure long before a breach.
Client financial records, tax data, portals, email, workstations, and backups all create places where risk can hide. Fortress helps translate WISP, FTC Safeguards Rule, IRS Publication 4557, and cyber insurance pressure into practical security decisions.
Renewals increasingly depend on evidence that protections are in place.
The busiest weeks are the wrong time to discover fragile access, backup, or endpoint gaps.
What Fortress Clarifies
Know where your WISP is supported and where it is exposed.
Fortress helps clarify which systems handle client data, which safeguards are already working, and which gaps should be closed first so your next step is practical and defensible.
Review how users, devices, MFA, permissions, and endpoint protections line up with firm responsibilities.
Map where client financial data moves and how those systems are protected.
Clarify whether backups, retention, and restore expectations support filing-season continuity.
What The Review Includes
A focused briefing built around your actual operating risk.
A focused review against FTC Safeguards Rule expectations and IRS Publication 4557 guidance.
A clear view of where client data lives across daily systems, users, and recovery paths.
Specific next steps prioritized by risk, timing, and cyber insurance pressure.
How Fortress Guides
A clear process for moving from concern to next steps.
Understand your environment
We start with how your team works, where sensitive data lives, and what pressure matters most.
Map exposed systems
We look at users, devices, access, email, file storage, vendors, and backups in plain English.
Prioritize by risk
We separate urgent gaps from lower-priority noise so leaders know what deserves attention first.
Align practical controls
We help turn the roadmap into technical controls that fit how the business operates.
Support ongoing decisions
Fortress stays focused on clarity as requirements, renewals, and operating realities change.
Local Support
Ohio and Arizona guidance grounded in real operations.
Fortress serves leaders who need direct accountability, clear communication, and security guidance that respects how their teams actually work.
Plain City support with regional accountability.
Fortress is built for businesses that want a guide who understands the local stakes behind uptime, privacy, and trust.
Remote-ready guidance for growing teams.
The same practical security guidance extends to Arizona organizations that need clarity without unnecessary complexity.
FAQ
Questions leaders ask before they book.
Fortress helps align the technical controls behind your WISP and can help identify where the plan needs stronger operational support.
Yes. The review is designed to clarify current controls, likely gaps, and next steps that may help you have a more grounded renewal conversation.
No. Fortress can help firms that need security guidance without building a full internal security function.
No. Fortress does not guarantee compliance. We help clarify risk, align technical controls, and support a more defensible posture.
For CPA Firms
Get a clearer view before pressure turns into guesswork.
Start with a practical briefing focused on where you stand, what matters most, and what should happen next.