IRS Pub 4557 & FTC Safeguards Rule Master Class

Go beyond the "what" - help your members learn HOW to create and roll out their Written Information Security Plan (WISP). Comprehensive training and a complete WISP Toolkit is included.

Help your members fast-track their WISP.

To avoid stiff FTC penalties ALL tax firms must comply, starting June 9, 2023

Learn from the Experts.

Dawn Brolin, CPA, CFE

2022 Top Presenter and Top 100 Acct, Dawn is an expert in tax, fraud and accounting.

Randy Johnston, CPA

Respected for over 40 years, Randy is one of the Top 25 Most Influential Accountants.

Steve Perkins, CIO, HoganTaylor LLP

With decades of IT and Security experience, Steve leads IT for a Top 100 firm.

Andrew Lassise, CEO, Tech4Accountants

A Top 100 Managed Service Provider, Andrew helps firms easily manage security and IT.

Introducing:

Complying with IRS Pub 4557 and FTC Safeguards Rule
Step-by-Step Guidance for Firms of all Sizes

Give your members everything they need to comply:

  • 120-minute self-paced Master Class, delivered in bite-sized lessons
  • Recommended technology solutions based on firm size
  • Three editable WISP templates to choose from
  • A complete WISP Toolkit, featuring over 20 editable policies, procedures and training guides is included
  • Step-by-step Compliance Checklist with all policies included
  • Staff training guide and editable presentation deck
Register Now!

Guides for All Firm Sizes

Secure Client Communication Resources

Network & Data Protection Solutions

Everything firms need to fast-track compliance.

Firm Owners of ALL SIZES love the Master Class!

We've helped countless firm leaders to get into compliance quickly.
Hear from some of them:

I can't believe how much time I saved by taking this class

This course gives you literally everything a busy firm leader needs, to comply with IRS Publication 4557 and create and roll out the required WISP. I couldn't believe how many downloadable resources that were included - there's even a handy Solutions Resource Guide that shows you the best security solutions for your size of office. I can't recommend this course highly enough.

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by Caleb Jenkins, EA

Unbelievable Value - Best 2 Hours I've EVER spent

I loved this course! I run a small tax practice and I don't have the time to research all the options for firewalls etc, and write all the policies for my firm. I got EVERYTHING I needed as downloads, and the instructors made the course FUN. Take this course and then go do your WISP!

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by Debra Kilsheimer, Advanced QuickBooks ProAdvisor

Excellent course!

There are a tremendous number of resources given as part of the course. The training was excellent (at times very funny, which I appreciated) but it was the complete set of valuable policies and procedures and the Solutions Resource Guide that made the course very different from others. I highly recommend it!

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by Maxine Morgan, CPA, JD

Course Was Excellent

This course was excellent. I liked that there were different presenters to keep my attention. Each segment was concise and to the point, I especially liked Dawn Brolin who was energetic and lively. The fact that this course provided all the tools for complying with IRS Pub 4557 and the Safeguards rule is why it stands above other courses along with the step by step instructions for completing your WISP.

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David Bergstein, CPA, CITP, CGMA

Easiest way to comply

I don’t think there will be another class that will make complying with this as easy. I’ve taken it and highly recommend it.

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Joshua Standley, EA, ABA