top of page

Stay Ahead of the June FTC Deadline

The deadline to comply was June 9th, 2023. Is your business safe?

CalCPA Tech Showcase

View the recording of our recent webinar on CalCPA's Tech Showcase 2023 Below!

Compliance Deadline is Here!

The FTC made several amendments to the existing Safeguards Rule requiring even small businesses to ensure the protection of client data. These changes, set to go into effect back in December of 2022, are now enforced as of June 9, 2023  – and it’s very likely that your business, regardless of how small or how your tech is being handled, is REQUIRED to implement certain new security protocols.

CPA Firms Fall Under These Regulations!

The Safeguards Rule was originally created for financial institutions. However, the new
amendments broaden the definition of financial institutions to include many other businesses
that handle client PII. Organizations now under the FTC umbrella are required to implement and
maintain a comprehensive security program to keep their customers’ information safe.

**See the fine print - Official FTC Scope

The FTC Safeguards outlines 9 required components  - we’ve created a Complete Guide outlining these

How We Can Help

As CalCPA’s Exclusive cybersecurity partner, we have created a Custom Cybersecurity Stack designed to keep your CPA firm up to snuff with these new FTC Safeguard regulations.

CalCPA - 2022 Official Technology
& Cybersecurity Partner

Proactive Response.png

Take the first step and book a 15-min consultation directly with our CEO, Scott Hagizadegan, so we can help fast-track the implementation of these measures. Some good news for you, we've worked out some deals with CalCPA to provide their members with exclusive deals* and services included with your CalCPA membership*   *Must verify active CalCPA membership

Exclusive Freebies

Other Exclusive Freebies

CPA Firm’s Guide to
FTC Safeguards Rule

How to Build an Incident Response Plan

Schedule network assessment

Schedule A Security Assessment

Is our interactive scheduler not working on your device? If not, click here to schedule directly.

How We Can Help

As cybersecurity threats and government regulations thicken, we have developed a vCSO program to help fill the role of cybersecurity professional in your organization while also satisfying FTC compliance.

Virtual Chief Security Officer -
Cybersecurity Program


Our vCSO program offers a tailored solution to ensure your organization's cybersecurity posture is robust and compliant with regulatory requirements. With the increasing frequency and sophistication of cyber attacks, having a virtual Chief Information Security Officer (vCSO) can provide you with the necessary expertise and experience to navigate the ever-evolving threat landscape while also satisfying the FTC Safeguards compliance requirements.

CPA Firm IT Solutions


Increased Security

CPA firms are goldmines for hackers... The amount of private data your firm holds is a major revenue source on the dark web. With 24/7 security monitoring and our dynamic cybersecurity stack, we'll keep your firm (and its reputation) protected.


Increased Reliability

We built our company off of a proactive-over-reactive approach. Our practices and solutions are designed to identify, isolate, and resolve issues before they have a chance to affect your business operations. Learn more about our resiliency.


Increased Productivity

Our US-based technicians are ready to take your IT projects off of your plate. With our "one support team, one phone number, one bill" promise, and our 300-second response time, you can kiss the days of chasing down phone numbers and sitting on hold goodbye.

CalCPA Member Included Services

Network Assessment

We will first start with network performance analysis to better understand your current IT setup and determine surface issues. This step is required before we can perform our penetration test.


Vulnerability Assessment (PEN Test)

This test uncovers any and all vulnerabilities, compromises, and weakened defenses. This test runs upwards of $8,000 per analysis for non-members. A network assessment must be completed before our security team will schedule this test. An active CalCPA membership will be verified before scheduling. 


10% Discount On All Services

All active CalCPA members receive a 10% savings on all IT services and cybersecurity solutions! A Network assessment and penetration test are required before this discount cant be applied.

CalCPA Included Services


Avg. Client Tenure


Years of Experience


Live-Answer Support


Proactive Support


Nationwide Partners

Round Logo - Shield IT Networks.png

One Support Team.
One Phone Call.
One Bill.

bottom of page