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CPA Security Reviews & Product Details

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.

Seller

Call Center Options, LLC

Discussions

CPA Security Community

Overview by

Merita Lala Kneppar (Dr. Ali Sokoli)

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Pricing

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Categories on G2

Security Awareness Training

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