Every document is personalized to your firm. Every policy stays current automatically. See how SafeGuardGRC actually works.
Generic templates leave you filling in blanks. SafeGuardGRC analyzes your risk profile and generates documents unique to your firm.
[COMPANY NAME] maintains a Written Information Security Program in compliance with applicable regulations.
Incident Response: In the event of a data breach involving [SOFTWARE SYSTEM], the designated [CONTACT NAME] should be notified within [X HOURS].
Notify affected individuals per [STATE] breach notification laws within [X DAYS].
Maple Street Tax Associates maintains a Written Information Security Program in compliance with the FTC Safeguards Rule (16 CFR 314) and IRS Publication 4557.
Drake Software Breach Response: In the event of unauthorized access to Drake Tax, Sarah Chen (Incident Manager) should be notified within 1 hour. Immediately contact Drake Support at 828-524-8020.
Notify affected individuals per Massachusetts breach notification law (M.G.L. c. 93H) within 30 days and file with AG Maura Healey's office.
12 blanks to fill in. State laws to research. Weeks of work.
Generated in minutes. Tailored to your software, team, and state laws.
Designed around tax season. Heavy compliance work happens in the off-season (Q2–Q4). During busy season, SafeGuardGRC keeps things on autopilot — so you focus on filing, not paperwork.
Minimal tasks — you're filing returns
Season's over — time to catch up on governance
Off-season deep dive into third-party risk
Lock everything down before busy season
Email reminders before every deadline so you never miss a review
Assign quarterly tasks to your team, MSP, or yourself with due dates
Visual dashboard shows what's on track, what's due, and what's overdue
Regulations change. State laws get updated. SafeGuardGRC monitors these changes and updates your documentation — no consulting fees, no manual review.
Operating in Massachusetts and California? When either state updates its breach notification law, your incident response plans update to match — automatically.
When the FTC Safeguards Rule or IRS Publication 4557 requirements change, your WISP and policies are updated to stay compliant. No gaps between rule changes and your documentation.
Get notified when a regulatory change affects your firm. See exactly what changed, why it matters, and how your documents were updated — all with a complete audit trail.
Most platforms stop at policies. SafeGuardGRC goes further — mapping your compliance to 49 specific controls from the FTC Safeguards Rule and IRS Publication 4557, then testing each one with real evidence.
Every control auto-mapped from your risk assessment. Track effectiveness (Effective / Partially Effective / Not Implemented) with inherent and residual risk scores. Mapped directly to FTC §314.4 sections.
Upload screenshots, documents, or attestations per control per asset. Per-asset or firm-wide test scope with recurrence scheduling (quarterly, semi-annual, annual). Because many tax systems aren't API-connected, AI reads and evaluates screenshots directly.
Uploaded evidence is evaluated by AI with confidence scoring (high / medium / low) and effectiveness grading. Your Qualified Individual can accept, reject, or override every evaluation — full audit trail preserved.
If your identity provider (e.g., Microsoft Entra ID) passes an AUTH control, that result cascades to all downstream apps connected via SSO. Test once, cover many — reducing evidence collection from hours to minutes.
Stop manually checking MFA status and encryption settings across every app. Connect your Microsoft 365 tenant and SafeGuardGRC pulls security signals directly from Microsoft Graph.
Your data inventory stays accurate without manual reviews. When a signal changes, compliance events fire automatically. Manual sync or scheduled (daily/weekly) options available.
SafeGuardGRC monitors changes across all modules and surfaces compliance events in real time — so nothing falls through the cracks.
Built-in deduplication prevents alert fatigue. Each event includes recommended action and a direct link to resolve.
See what SafeGuardGRC automates compared to building a program manually
Mapped to FTC & IRS requirements
From setup to fully compliant
FTC & IRS coverage
Already working with a vCISO or MSP? We offer annual partnerships with per-client pricing and white-label options. vCISO partnerships · MSP partnerships
Plans starting at $99/mo for firms of every size
Starting at $99/mo · Billed annually
Core compliance modules in every plan · Professional adds IRP, tasks & more →
We use cookies to measure site performance and improve your experience. No data is sold to third parties. Privacy Policy