ClearPath IT
Security · IT Support · Web
FTC Safeguards RuleIRS Publication 4557FCRA Compliant

IT compliance
built for financial
professionals.

Flat-rate managed IT for CPAs, bookkeepers, tax preparers, and credit professionals. We handle your WISP, MFA, encrypted backups, and breach response.

Get Free Assessment →View Pricing
150+
Firms Protected
100%
WISP Compliant
$0
Client FTC Fines
compliance_check.exeLIVE SCAN
Scanning firm: Your Practice ●
Written Information Security Plan (WISP)
Multi-Factor Authentication enforced
✕
AES-256 encrypted backups — testedRISK
✕
Designated security officer on fileRISK
✕
Vendor compliance documentedRISK
✕
30-day breach notification planRISK
✕
Annual risk assessment on fileRISK
Fix These Gaps — Free →
FTC Safeguards Compliant
IRS Pub 4557 Ready
FCRA Documentation
WISP in Every Plan
Flat Monthly Rate
Who We Serve

Built for firms that handle other people's money

We specialize exclusively in financial and accounting professionals. We know your regulations — and we speak your language.

CPA Firms

5–20 staff

WISP, MFA, encrypted endpoints

Tax Preparers

1–10 staff

IRS Pub 4557 compliance

Bookkeepers

Remote & hybrid

Secure portals, M365

Collection Agencies

5–30 staff

FDCPA audit trails

Credit Counselors

3–15 staff

CFPB-ready documentation

Payroll Firms

5–25 staff

PII protection, vendor oversight
See your industry in detail
What's Included

Everything your firm needs.
One flat rate.

No surprise invoices. Every plan includes the full compliance stack your firm legally requires.

WISP Documentation

We write your Written Information Security Plan from scratch — fully compliant with FTC Safeguards Rule and IRS Publication 4557.

Endpoint Security

Every laptop and workstation encrypted (AES-256), patched, and monitored. We handle it all so you never have to think about it.

Microsoft 365 Hardening

MFA enforced, anti-phishing rules, data loss prevention, and compliant email retention — configured for your firm.

Access Control

Least-privilege access enforced. New hire onboarding and offboarding handled with documented evidence for audits.

Breach Response

We monitor your environment and manage the FTC's 30-day breach notification deadline so you're never caught off guard.

Backup & Recovery

AES-256 encrypted, tested backups with quarterly verified restores. Prove compliance — don't just assume it.

See Full Services & Pricing →
The Law Requires It

The FTC Safeguards Rule applies to your firm.

CPAs, bookkeepers, tax preparers, and credit professionals are classified as "financial institutions" under GLBA. The FTC can fine you up to $50,120 per violation per day.

Check Your ComplianceRead the Regulations
FTC Safeguards Rule

WISP, MFA, encrypted backups, designated security officer, vendor oversight, and 30-day breach notification.

IRS Publication 4557

Tax preparers must maintain a written Information Security Plan and implement the Security Six practices.

FCRA / FDCPA

Credit and collections firms must maintain audit trails, timestamped logs, and documented access controls.

Why ClearPath

Built specifically for financial professionals

We speak compliance, not just tech

We know the FTC Safeguards Rule and IRS Publication 4557 inside and out — so your WISP and IT setup are built to satisfy auditors and malpractice insurers, not just keep the lights on.

Built for financial firms specifically

We work exclusively with CPAs, bookkeepers, tax preparers, and credit professionals — not a generalist MSP juggling every industry at once.

Fast, direct response when it counts

A phishing click or failed backup doesn't wait for a ticket queue. We monitor your environment and respond directly, without layers of support tiers.

Get Started Today

Ready to close your
compliance gaps?

Free 30-minute compliance assessment. We'll review your setup, identify gaps, and hand you a clear roadmap — no obligation.

Book Free Assessment →View Pricing

No credit card. 30-minute call. Immediate clarity.