Ledgerguard Security

Free download

The 15-point security checklist for tax offices

Find the biggest security gaps in your practice in about 10 minutes. No technical background needed.

A few of the checks

  • Is multi-factor authentication on for your tax software and email?
  • Are laptops and phones encrypted if they're lost?
  • Do clients send documents through a secure portal, not email?
  • Would a former employee's login still work today?
  • Have you tested restoring from your backup?
  • Do you know who to call first if client data is stolen?

Then close the gaps with a written plan

Every professional tax preparer needs a written information security plan (WISP). The Ledgerguard WISP Kit turns this checklist into a finished, signed plan.

See the WISP Kit