Answer quick, plain-English multiple-choice questions about how your practice protects client data. You get an instant PASS or FAIL on the FTC Safeguards Rule, a score on the IRS's security recommendations, and the fix for every gap.
Three results, in plain English, the moment you finish.
A straight PASS or FAIL against the federal rule, with every requirement your firm is missing called out by name.
See how many of the IRS's recommended safeguards your firm already has. These are guidance, so they never cause a FAIL.
Each gap comes with what to do about it and the source behind it. Get the full report on screen and as a PDF by email.
The Gap Check scores them separately, so you can see what is required and what is recommended.
Tax and accounting firms count as financial institutions under the Gramm-Leach-Bliley Act. The FTC Safeguards Rule (16 CFR Part 314) requires a written information security program with specific safeguards, such as multi-factor authentication, encryption, and staff training.
Result: PASS or FAILThe IRS recommends further steps in Publications 4557 and 5708, including its "Security Six": antivirus, firewalls, backups, and more. They are not law, so they never cause a FAIL, but they are worth meeting.
Result: how many you meetMultiple choice, no technical knowledge needed. "Not sure" is always an option.
Solo practices and multi-office firms alike.
Yes. There is no cost, no account, and no credit card. You see your result before we ask for anything.
About five minutes. Most questions are a single click.
Your answers are used to build your report. We only ask for your email after you see your result, so we can send you the full PDF report.
Your report lists each gap with the fix, so you can close them yourself or have Watch Cloud Cyber Security help. Talk to us any time.
No. A Written Information Security Plan (WISP) is the written document. The Gap Check looks at what your firm actually has in place. If you need a WISP, our free WISP Generator builds one from your answers.
No. The Gap Check is an educational self-assessment based on the FTC Safeguards Rule and IRS publications. It is not legal advice or a compliance certification.
Free. No account needed. Your result shows up on screen right away.
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