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

Stay compliant.
Stay protected.

Full FTC Safeguards Rule compliance for CPAs, bookkeepers, tax preparers, and credit professionals. We write your WISP, harden your systems, and manage your breach response.

Compliance Risk Overview
FTC fine for Safeguards Rule violationUp to $51,744/day
Average cost of a small business data breach$4.9M
FTC breach notification window30 days
WISP required by FTC for financial firmsSince 2023
Fix Your Compliance Gaps →

Everything you're legally required to have

WISP Documentation

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

Custom to your firm's systems
FTC Safeguards Rule aligned
IRS Pub 4557 compliant
Annual review & updates

Endpoint Security

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

AES-256 full disk encryption
Automated patch management
Real-time threat detection
Remote device management

Microsoft 365 Hardening

MFA enforced, anti-phishing rules active, data loss prevention configured, and compliant email retention set up — done right the first time.

MFA enforced on all accounts
Anti-phishing & spoofing rules
Data loss prevention policies
Compliant email retention

Access Control

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

Least-privilege user policies
Documented onboarding flows
Immediate offboarding execution
Audit-ready access logs

Breach Detection & Response

We monitor your environment 24/7 and manage the FTC's mandatory 30-day breach notification deadline so you're never caught off guard.

24/7 environment monitoring
FTC notification management
Incident containment
Post-breach documentation

Vendor Compliance

Audit your third-party vendors and maintain the FTC-required documentation proving you've assessed every service provider with access to client data.

Vendor risk assessments
Compliance documentation
Ongoing vendor monitoring
Audit trail maintenance

If you handle client financial data, you need this.

CPA Firms
Bookkeepers
Tax Preparers
Collection Agencies
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