Ensure IRS and FTC compliance
Safeguard taxpayer data and protect your tax practice1
Services provided by Watch Cloud Cyber Security
Activate our all-in-one cybersecurity solution
Get everything you need to comply with IRS Publication 4557 & FTC Safeguards Rule
Managed Detection & Remediation
The Managed Detection & Remediation (MDR) cybersecurity service identifies and addresses potential cyber threats in real-time to safeguard financial systems and data.
Recovery plan
Detailed strategy outlining systematic steps for finance professionals to restore and resume critical operations and data access after a cybersecurity incident, minimizing downtime and mitigating financial losses.
WISP
The Written Information Security Plan (WISP) outlines specific measures and protocols designed to protect financial data and systems, ensure confidentiality, integrity, and availability while mitigating potential cyber threats.
Backup software
Secure digital solution automatically copies and stores essential financial data and documents, providing a reliable way to recover information in case of data loss or system failure.
Cyber education
Training and awareness about digital risks and best practices, empowering you to make informed decisions and take proactive steps to safeguard financial data and systems from cyber threats.
VPN
Virtual Private Network (VPN) provides a secure digital tunnel that allows finance professionals to access and transmit sensitive financial information over the internet with encryption and anonymity, minimizing the risk of unauthorized access or data interception.
Also receive instructional guidance on protecting your practice
MFA
Multi-factor Authentication (MFA) enhanced security method requires professionals to provide two or more forms of identity verification, such as a password and a fingerprint, before granting access to financial systems or data.
Drive encryption
Converts financial data into unreadable code on storage devices, ensuring that only authorized individuals with the appropriate decryption key can access and comprehend the sensitive information.
Firewall
Digital barrier that safeguards financial networks and data by controlling incoming and outgoing internet traffic, preventing unauthorized access and potential cyber threats.
Protecting taxpayer data is the law
Comply with IRS Publication 4557 & FTC Safeguards Rule
Federal law gives the Federal Trade Commission (FTC) authority to regulate tax professional data safeguards. The IRS & FTC have created guidelines for data security compliance. If you are audited and do not have these measures in place, you can face fines in excess of $50,000.
Our all-in-one solution provides the tools and resources you need to comply with IRS Publication 4557 and the FTC Safeguards Rule.
Need help managing data security?
Eliminate the stress of worrying about compliance
If you're like most tax professionals you don't have an IT professional on staff and you aren't an expert on information security for tax practitioners and taxpayer data. Satisfying the IRS Security Summit Taxes-Security-Together Checklist can be intimidating as these require:
- Deploying the "Security Six"
- Creating a data security plan
- Educating yourself and being alert to key email scams
- Recognizing the signs of client data theft
- Creating a data theft recovery plan
With IRS and FTC compliance at stake, selecting an all-in-one solution can save you time and help you satisfy IRS and FTC regulations.
How it works
Register for the service
Complete the simple registration form, indicating the number of devices you are securing in your tax practice.
Select your payment preference
Choose to pay by credit card or have the cost withheld from your funded tax preparation fees and pay during tax season.
Get started
Our partner will contact you to get the process started, securing your client's data and protecting your tax practice.
SIMPLE, TRANSPARENT PRICING
Three plans sized for every firm
No setup fee. No surprise charges. Cancel anytime.
- ✓Your IRS-required WISP — template ready to use
- ✓24/7 Security Operations Center watching your network
- ✓Ransomware blocked before it locks your client files
- ✓Real-time threat detection & automatic remediation (EDR/MDR)
- ✓VPN to secure remote access to client data
- ✓Encrypted endpoint backup — restore in minutes, not days
- ✓Enterprise-grade antivirus + remote device management
- ✓Self-serve onboarding — live in under an hour
- ✓Everything in Cyber Shield
- ✓Your WISP written & delivered — done for you, not by you
- ✓Watch Cloud Readiness Kit — audit documentation ($500 value)
- ✓Dedicated account manager — a real person who knows your firm
- ✓1-on-1 onboarding call — we configure everything together
- ✓Email monitoring — catch phishing before your staff clicks
- ✓Dark web monitoring — instant alert if your credentials surface online
- ✓Phishing awareness training + simulated attack tests
- ✓Microsoft 365 & Google Workspace monitoring and backup
- ✓Everything in Practice Defender
- ✓Priority SOC response — your incidents jump the queue
- ✓Custom WISP drafted, reviewed & updated annually
- ✓Quarterly security briefings with your dedicated advisor
- ✓Incident response team on standby — ready to act, not just alert
- ✓Dedicated security advisor (proactive, strategic guidance)
- ✓Multi-location support — one plan, every office
All prices are per device per month. Annual plans billed as a single upfront payment.
ESTIMATE YOUR COST
How much will it cost your firm
Adjust the options below to get an instant quote
Have questions?
Secure my tax practice now
Cybersecurity services provided through a partnership with Watch Cloud Cyber Security.
1 Cybersecurity services provided through a partnership with Watch Cloud Cyber Security which is not an affiliate of Santa Barbara Tax Products Group or Green Dot Corporation. Tax professional pays a separate fee for this service.
2 To qualify to withhold the annual subscription cost from your funded tax preparation fees requires that you are enrolled with Santa Barbara Tax Products Group, and have 3 or more taxpayers that applied for the Refund Transfer and received IRS and/or State funding in the previous tax season.