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CPA Security

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CPA Security is an automated compliance platform that generates audit-ready Written Information Security Plans (WISPs) to help tax preparers and accounting firms meet mandatory IRS Pub 4557 and FTC Safeguards Rule §314 requirements. The cloud-based software replaces static templates with an intelligent 11-domain intake wizard, generating a customized WISP and Incident Response Plan (IRP) in 15 minutes. To satisfy FTC requirements, the platform includes a staff security awareness training portal with timestamped e-signature tracking, simulated phishing tests, and continuous external vulnerability scanning to ensure continuous audit readiness.

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