Safeguards CheckGuides
Safeguards Self-Assessment

Most tax firms are out of compliance —and don’t know it.

The FTC Safeguards Rule and IRS Pub 4557 require specific protections for client data. Take a quiet, two-minute check to see where your firm actually stands.

Start the free check  →
Required by law2 minutesNo credit card
What you’ll learn

Four answers, in plain English.

  1. 01
    Your readiness score

    A single 0–100 number weighted by control severity — and the band it falls into.

  2. 02
    Your specific gaps

    Every control you don’t have fully in place, named with the language regulators use.

  3. 03
    What each gap exposes you to

    The concrete consequence — fines, notification clocks, lost insurance, lost PTIN.

  4. 04
    Your fastest next step

    The first thing to fix, and how a 20-minute review with us can close it.

The rule, in one sentence

Since 2023, every tax preparer with a PTIN has been held to the same data-security standard as a federally-insured bank.

16 CFR Part 314 · IRS Publication 4557

See where your firm stands.

Two minutes. No credit card. Your branded report arrives by email.

Start the free check  →