Enterprise GRC tools weren't designed for 10-person accounting firms — and they're priced to prove it. SafeGuardGRC gives your CPA clients everything they need for FTC and IRS compliance, with a partner portal so you manage everyone from one dashboard.
FTC/IRS Controls Mapped
CPA-Specific
Partner Dashboard
Framework Engine
You know the compliance requirements inside and out. But the tools weren't built for the market you serve.
Your CPA clients need FTC and IRS compliance — not SOC 2, ISO 27001, and a platform that costs thousands per year. Generic GRC tools are built for tech companies. Your clients are 10-person tax firms.
You can navigate a GRC platform. Your CPA clients can't — and shouldn't have to. If the tool requires a security professional to operate, you're still doing all the work.
Every new client means customizing WISPs, IRPs, and risk assessments from scratch. Same frameworks, different firm details. You're spending hours on documentation when you should be advising.
They need a platform built for accounting firms — FTC Safeguards, IRS 4557, state breach laws, and tax software integrations. Nothing more, nothing less.
And the governance engine underneath is framework-adaptable. Today it's FTC and IRS. Tomorrow it extends to your other professional services clients.
SafeGuardGRC handles the documentation layer so you can focus on what actually requires your expertise — strategy, risk advisory, and oversight.
Clients map where sensitive data lives — tax software, cloud storage, email — with classification levels and security controls. Auto-seeds common CPA systems.
7-module risk assessment covering access control, data protection, incident response, vendor management, physical security, training, and network security.
AI generates written information security policies tailored to the firm's specific tax software, team structure, and risk profile. FTC & IRS aligned.
Scenario-specific playbooks for ransomware, wire fraud, lost devices, data breaches, and phishing — customized to the firm's contacts and procedures.
Assign compliance tasks to the firm owner, office manager, or MSP — with due dates, approval workflows, and status tracking. You oversee, they execute.
Built-in security awareness modules your clients can assign to their team. Tracks completion for audit documentation — no separate LMS needed.
49 controls auto-mapped from the risk assessment. Your clients upload evidence, AI evaluates it, and you review the results. Prove compliance — don't just document it.
If your client uses Microsoft 365, connect the tenant to auto-sync security signals. MFA status, conditional access, device compliance — no manual inventory checks.
Cross-module event tracking catches drift between reviews. When something changes — MFA disabled, control fails, document expires — it surfaces immediately.
Manage compliance across all your CPA clients from a single partner view. You oversee the program — they execute.
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 client and configure their setup from your account. The guided wizard walks them through firm profile, software inventory, and team contacts in minutes.
Review risk posture, control effectiveness, document status, remediation progress, and open compliance events for any client — all from your partner view.
Get notified when compliance drifts — a control fails, a remediation item goes overdue, a document needs review. No more quarterly check-ins to discover something broke.
Your clients complete the work. You review, approve, and advise. The dashboard gives you the oversight without the operational hours.
You stay in the advisory seat. The platform handles documentation.
See the platform, discuss partnership options, and get your partner account configured.
Add clients from your dashboard or send them a signup link. The guided wizard walks them through firm profile, software inventory, and team setup in 10 minutes.
They map data inventory and complete the 7-module risk assessment. You assign modules, review submissions, and approve. Multi-assessor workflow lets you delegate to their team or MSP.
AI generates WISP, IRP, remediation plans, and maps 49 controls to FTC/IRS requirements — all from their actual profile. No templates to customize.
From your partner dashboard, monitor compliance across all clients. Review evidence, approve control tests, assign remediation, and focus your hours on strategic advisory — not documentation.
FTC Safeguards Rule and IRS 4557 mapped into every assessment, control, and policy. EFIN scenarios, tax software integrations, CPA-specific risks — all built in.
CPA firms are small professional services businesses. SafeGuardGRC is priced for that reality — not enterprise budgets. Partner pricing makes it profitable for your practice too.
Guided wizards, plain-language questions, auto-populated data inventory. Your clients complete their compliance without calling you every step.
Don't just document compliance — prove it. 49 FTC/IRS controls with evidence upload, AI evaluation, and your review. Auditors get proof, not promises.
Manage compliance across all your CPA clients from one partner dashboard. Governance monitoring, alerts, remediation tracking — no logging into each account.
Today it's FTC Safeguards and IRS 4557. But SafeGuardGRC is built on a policy-as-code architecture designed to adapt to any regulatory framework. As your practice expands, the platform expands with you.
Each client gets their own SafeGuardGRC account with full compliance capabilities.
Annual partnership fee with discounted per-client pricing. White-label branding available. Let's walk you through the platform and find the right structure for your practice.
We'll respond within 24 hours to set up a walkthrough.
SafeGuardGRC is built on a policy-as-code governance engine — not hardcoded to one framework. We're starting with FTC Safeguards and IRS 4557 because CPA firms are underserved and overcharged. But the architecture is designed to extend to any regulatory framework. Law firms, financial advisors, real estate professionals — they're on our roadmap. If your practice serves multiple professional services verticals, the platform you invest in today grows with you.
Your CPA clients need FTC and IRS governance — not enterprise frameworks and enterprise invoices. SafeGuardGRC is purpose-built, simple enough for your clients, and backed by a governance engine that grows with your practice.
We use cookies to measure site performance and improve your experience. No data is sold to third parties. Privacy Policy