Resources
Guides and checklists
Straight answers to the IT, security and compliance questions Houston firms ask us most.
Compliance guides
- What is a WISP, and does your firm need one?What a written information security plan (WISP) is, who needs one, what it must include and how tax preparers can build theirs.
- FTC Safeguards Rule requirements, explainedThe FTC Safeguards Rule in plain English: who it covers, the required elements of an information security program and how to comply.
- NIST SP 800-88 Rev. 2 data sanitization, explainedNIST SP 800-88 Rev. 2 in plain English: what changed from Rev. 1, the clear, purge and destroy methods, and how IEEE 2883 fits in.
Free downloads
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WISP Readiness Self-Assessment
For CPA and tax firms. 12 scored checks. Read the guide
Device Retirement Kit
For any firm retiring devices. Checklist, custody log, vendor questions. Read the guide
Latest articles
- Data destruction · AuditsDon't Let Old Hard Drives Ruin Your ISO 27001 or SOC 2 AuditAuditors want proof every retired drive was wiped or destroyed. The four records they ask for, and how to have them ready before the sample request.
- Data destruction · Field testThe $20 Risk: What We Found on a Used Hard DriveWe bought a used hard drive on Facebook Marketplace and ran a recovery scan. It wasn't empty. Here's what deleting and formatting really leave behind.
- CPA firms · ApplicationsCCH ProSystem fx Engagement: The Real Test of a Firm's ITEngagement upgrades touch the server, every workstation and every binder. How to plan them so audit and tax teams don't lose a day.