Your CPA clients need documented governance to pass FTC and IRS audits. SafeGuardGRC is the platform you use to deliver it — onboard clients from your partner dashboard, generate their compliance program, and manage governance across every firm from one place.
FTC & IRS Coverage
Controls Mapped to FTC/IRS
Dashboard for All Clients
Available
FTC & IRS require both technical security and documented governance. You deliver the security. SafeGuardGRC delivers the documentation. Together, your clients are fully covered.
You've got this covered
SafeGuardGRC handles this
Better together: When your clients use SafeGuardGRC, their generated policies reference your managed services as the technical control layer — making both your work and theirs audit-ready.
SafeGuardGRC doesn't replace anything you do. It documents the compliance side — and makes your technical work part of the official record.
Clients map where sensitive data lives — your managed systems, their cloud apps, email. Tracks encryption, MFA status, and access controls per system.
7-module risk evaluation covering areas you care about: network security, access control, data protection, and incident response readiness.
AI generates written security policies referencing the exact technical controls you've deployed — firewall rules, endpoint protection, backup schedules.
Scenario playbooks for ransomware, wire fraud, data breaches — with your MSP listed as the primary technical contact and responder.
Clients can assign compliance tasks directly to your team — remediation items, control reviews, annual checkups. You get notified, not chased.
Built-in security awareness training for your clients' staff. Tracks completion automatically — no separate platform needed.
49 controls mapped to FTC Safeguards Rule and IRS 4557. Your clients upload evidence — screenshots, documents, attestations — and AI evaluates effectiveness. You review results from your dashboard.
If you manage your clients' M365 tenants, connect them to auto-sync MFA status, conditional access, device compliance, and encryption settings. Their data inventory stays accurate without manual entry.
Cross-module event tracking surfaces gaps before they become findings. When a client's MFA gets disabled or a control fails, you see it in your dashboard — not 6 months later during a review.
You don't just recommend SafeGuardGRC — you run it. Your partner dashboard gives you full visibility and control across every client firm you manage.
See every client at a glance — compliance progress, open alerts, overdue tasks, and next steps. Know who needs attention without logging into each account.
Add a new CPA client and walk them through setup from your account. Firm profile, software inventory, team contacts — you configure it or hand them the guided wizard.
Drill into any client's compliance posture — risk assessment status, remediation progress, control effectiveness, WISP/IRP versions, and open compliance events. All from your partner view.
When a client's compliance status changes — a control fails, a remediation item goes overdue, a document needs annual review — you see it in your dashboard. No more quarterly check-ins to discover something broke.
Your clients get their own account. You get the oversight layer. Policies reference your services, incident plans name your team, and you can drill into any module at any time.
Adding governance to your service stack doesn't just help your clients stay compliant — it drives retention, opens new revenue, and positions you as the partner no one wants to replace.
Clients who depend on you for both security and governance don't leave. Their policies reference your services, their incident plans name your team, and their entire compliance posture is built around what you manage. Switching MSPs means rebuilding everything.
The deeper the integration, the stickier the relationship.
Partner with SafeGuardGRC, onboard clients under your account, and add governance to your service stack. Annual partnership fee plus a discounted per-client rate — the margin is yours to set. White-label option available.
Annual fee + per-client pricing. White-label available. Your clients, your brand, your margin.
When a breach happens, the first question is: “Was there a documented security program?” SafeGuardGRC creates the governance paper trail that proves your technical controls were implemented, monitored, and part of a formal compliance program. Your work is documented — not just deployed.
Documentation protects everyone — including you.
Stop being “just the IT company.” When you pair your managed services with SafeGuardGRC's governance platform, you're offering the complete compliance package — firewalls and policies, monitoring and documentation, incident response and playbooks. That's a partner, not a vendor.
Most MSPs stop at technical controls. You won't.
You sign up. You onboard your clients. You manage everything from your dashboard.
Talk to our team, see the platform in action, and get your partner account set up. You choose your pricing tier — with optional white-label branding.
Add client firms from your dashboard. Walk them through setup or hand them the guided wizard — firm profile, software inventory, team contacts are configured in minutes.
Each client maps their data inventory and completes the 7-module risk assessment. You can do this on their behalf or assign modules to their team. If you manage their Microsoft 365, connecting the tenant auto-syncs security signals.
AI creates their WISP, incident response plans, remediation plan, and maps 49 FTC/IRS controls — all tailored to their specific setup. Your managed services are referenced as the technical control layer.
Monitor all clients from your dashboard. Review evidence, approve remediation items, track control effectiveness, and get alerted when something needs attention. Annual reviews, version control, and training are handled automatically.
Each client gets their own SafeGuardGRC account with full compliance capabilities.
Annual partnership fee plus a discounted per-client rate. White-label branding available. Let's walk you through the platform and find the right fit for your practice.
We'll respond within 24 hours to set up a walkthrough.
SafeGuardGRC's governance engine is framework-adaptable — built on a policy-as-code architecture that can extend beyond FTC and IRS requirements. We're starting with CPA firms, but law firms, financial advisors, and real estate professionals are on our roadmap. If your MSP serves other professional services verticals, the platform you invest in today grows with you.
Retain more clients. Open new revenue. Reduce your liability. Your technical security paired with SafeGuardGRC's governance platform makes you the full-stack security partner every CPA firm needs.
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