Compliance Made Simple for Accounting Firms
We built SafeGuardGRC because CPAs deserve a complete compliance program that actually works—without the complexity or cost of building one from scratch.
Our Mission
To give every accounting firm an audit-ready compliance program—data inventory, risk assessments, written policies, control testing with evidence, compliance monitoring, and team training—at a fraction of traditional consulting costs. Larger firms get additional modules like incident response plans, 49-control evidence testing with AI evaluation, Microsoft 365 integration, and executive reporting.
Your IT team secures your systems. We build the governance program around them. Together, you're compliant with FTC Safeguards Rule and IRS Publication 4557 requirements.
The Problem We're Solving
Before SafeGuardGRC
- ✗Building a program manually costs $3,000–10,000+
- ✗DIY templates take weeks to customize
- ✗Generic solutions miss tax-specific scenarios
- ✗Annual reviews are forgotten or ignored
- ✗Version control? Manual and error-prone
With SafeGuardGRC
- ✓Starting at $99/month — less than one billable hour
- ✓Complete compliance program built in a day, not weeks
- ✓Data inventory, risk assessments, and WISP — all connected
- ✓Automatic annual review reminders and version control
- ✓Team training and full audit trail in every plan; IRP, task management, and more in Professional+
What Drives Us
Simplicity First
Compliance doesn't have to be complicated. We strip away jargon and complexity to give you what you actually need—no more, no less.
Built for CPAs
We understand accounting firms. Your software stack, your workflows, your unique risks—SafeGuardGRC is designed specifically for you.
Always Improving
Regulations change. We adapt. Your plans stay current automatically as FTC and IRS requirements evolve.
Why We Built This
After watching countless small CPA firms struggle with FTC and IRS compliance—spending weeks on documentation or putting it off entirely—we knew there had to be a better way.
SafeGuardGRC was born from frustration with the status quo. Compliance shouldn't cost more than your tax software. It shouldn't take weeks. And it definitely shouldn't require a law degree to understand.
What Makes SafeGuardGRC Different
AI-Powered, Not Template-Based
Your data inventory, risk assessments, and WISP are generated from YOUR firm profile—not generic fill-in-the-blank templates. Professional plans also generate incident response plans tailored to your setup.
Tax-Industry Specific
Scenarios for EFIN hijacking, CCH vulnerabilities, Drake security—we speak your language because we built this for CPAs, not generic businesses.
Complements Your MSP
Your IT team handles security. We handle governance documentation. No overlap, no conflict—just the missing piece your MSP can't provide.
One Platform, Everything Connected
Data inventory feeds your risk assessment. Risk assessment shapes your policies. Policies drive your tasks and training. Everything works together—no spreadsheet juggling.
Evidence-Based Compliance
Don't just document your controls—prove them. Upload evidence, get AI evaluation, and show auditors exactly how each of 49 FTC/IRS controls is operating. No other platform at this price point offers evidence-based control testing with AI-powered screenshot analysis.
Why I Built SafeGuardGRC
16 years of compliance experience, countless frustrated firms, and one critical realization
Daniel Chang
Founder
Former IT Auditor, Deloitte
The Pattern I Kept Seeing
After 16 years in security compliance
I started my career at Deloitte as an IT Auditor, working with everyone from scrappy startups to Fortune 500 companies. I helped them build security controls and achieve compliance certifications across frameworks like SOC 2, ISO 27001, PCI, HIPAA, and dozens of regional regulations.
But here's what frustrated me: I kept seeing the same mistake, especially with small and medium businesses.
They'd hand everything to their IT provider and call it done.
Their MSP handled the technical security—firewalls, backups, patches. But nobody was handling governance. Nobody was documenting policies. Nobody was conducting risk assessments. Nobody was reviewing incident response plans annually.
The tone at the top was missing. And when the FTC or IRS came knocking, these firms had nothing to show.
The Firms That Got It Right
A different approach entirely
But some firms were different. The smart ones weren't treating compliance as an expense—they were using it as a sales enabler.
They'd walk into client meetings and say, "We're FTC compliant. We have documented incident response procedures. Your data is protected by enterprise-grade governance."
That changed everything. Compliance wasn't a burden—it was a competitive advantage.
I realized: this should be the standard, not the exception. But most firms didn't have the knowledge or capacity to build these programs themselves.
Why I'm Built to Solve This
The right experience at the right time
I've sat on both sides of the table—implementing compliance programs AND auditing them. I know what works efficiently and what's just checkbox theater.
Working closely with accounting and audit teams at Deloitte, I saw how they operate during busy season. I understand the time constraints. I know they can't become cybersecurity experts—that's not their business.
But here's my secret weapon: I love solving problems with code and automation.
What if we could automate the documentation that takes months to build? What if every CPA firm could have a compliance program in a day?
That's SafeGuardGRC. 16 years of compliance expertise, automated.
Where We're Going
My goal isn't to make accountants into cyber experts. It's to give them the governance layer their IT team can't provide.
In 1-3 years, I want SafeGuardGRC to be another tool in every accounting firm's toolbox—as standard as QuickBooks or CCH. Not removing accountability from the Qualified Individual, but accelerating their decision-making and ensuring their cybersecurity posture stays compliant.
Because here's the truth: firms don't want to be compliant for compliance's sake. They want to safeguard their clients' information. They want to win business. They want to sleep well at night during busy season.
Success looks like this: Accounting firms taking control of their governance programs—confidently, efficiently, and profitably.
We're just getting started, and I'd love for you to be part of our founding cohort.
Starting at $99/mo · Billed annually
Our Commitment to You
Transparency: No hidden fees, no surprise charges. Plans from $99/mo to $299/mo, billed annually.
Privacy: We never sell your data. Your plans are yours, encrypted and secure.
Support: Real humans answer your emails. No chatbots, no runarounds.
Compliance: We stay current with FTC and IRS changes so you don't have to.
Ready to Close Your Governance Gap?
Plans starting at $99/mo for firms of every size
Get Started — From $99/month30-day money-back guarantee • Cancel anytime