Compliance Platform

Ensure your data, and your clients' data is always protected

Guided help to create an IRS and State-compliant security plan, content to build clients’ trust, security awareness training for your employees, and cyber insurance inputs that may help reduce your insurance premiums.

01.

data Security Plan

Step-by-step guidance to create compliance documentation aligned to IRS Publication 4457, Section 7216, Section 6713, and State requirements.

02.

Incident Response Plan

Be prepared for a cyber incident with a documented plan and tabletop exercises so your firm can spend less time on security and more time with your customers

03.

Client Trust Templates

Use our letter templates to project your brand as a cybersecurity conscious organization that can be trusted with taxpayers sensitive information

04.

Employee Guidelines

Onboard your employees with confidence about your firm's cybersecurity practices.

05.

Data & Usage Policies

Easily communicate the acceptable use of technology in the workplace

06.

Cyber Insurance Policy

Summarized information that you can send to your cyber insurance provider to assist with competitive rates.

Learn how TaxPro Security Can meet your critical Cybersecurity needs

Start a trial and see how easy it is to become compliant with the requirements from IRS, States, and the Gramm-Leach-Bliley Act.