Three lines from the guide. The full version runs six pages and links to every source.
Inside the guide
What you will be able to do
- Read the exact Form W-12 line and know what checking Yes does and does not confirm
- Draft your plan from a nine-part outline that follows the FTC Safeguards Rule
- Check seven technical controls and file dated proof for each
Written for: owners of CPA and tax firms, 10 to 75 staff.
FREE WHITE PAPER
The written security plan for tax firms
A nine-part WISP outline and a controls checklist. Tell us where to send it and the link arrives in your inbox.
Who wrote it
- We support 100+ organizations from four offices in Utah and Nebraska.
- Every claim in the guide links to the rule, form or guidance it comes from.
- Microsoft-certified technicians, plus A+ and Network+ certified staff.
Questions before you ask
What happens after I ask for the guide?
We email you a link to the PDF. Over the next two weeks you may get a few short emails: one practical step, one related guide and one offer to talk. Every email has an unsubscribe link.
Is this legal advice?
No. The guide explains published rules and guidance in plain language and links to each source. For a decision about your own organization, ask your attorney, auditor or insurer.
Do we have to be a Tech Legion client?
No. The guide is free and written to be useful on its own.
Are we locked into a contract?
Ongoing service agreements begin after an initial period. We walk you through the terms before you sign anything.
Would you rather talk it through?
Book a free 45-minute meeting. We will look at where your office stands and tell you what we would do first.