Your MSP handles technical security. SafeGuardGRC builds the governance layer — personalized policies, risk assessments, incident plans, and training documentation tailored to your firm's software, team, and state requirements.
No compliance expertise needed. Every step explains what you're doing and why it matters.
Starting at $99/mo · Billed annually
A guided wizard collects your firm details in 3 minutes. Everything you generate will be tailored to this info.
⏱ Average setup time: 3 minutes
FTC requires you to know exactly where client data lives. SafeGuardGRC auto-generates your data inventory from the software you listed in Step 1.
⚡ Auto-populated — just review and confirm
A structured 7-module risk assessment built on a vCISO framework. Assign modules to different team members — your MSP, office manager, or yourself.
👥 Delegate modules across your team — no bottlenecks
Your risk assessment doesn't just score you — it identifies exactly where your compliance program falls short and creates an AI-guided remediation plan to close every gap.
🎯 Don't just know your risks — close them
Your risk profile, software stack, and state laws are analyzed to generate a Written Information Security Program (WISP) — unique to your firm, not a generic template. Professional and Enterprise plans also generate Incident Response Plans (IRPs) with scenario-specific playbooks.
Personalized overview + 10 FTC-compliant security policies built from your firm's risk profile, software stack, and team structure.
Covers access controls, data retention, encryption, vendor management, employee training, physical security, and more.
Scenario-specific playbooks for ransomware, data breaches, wire fraud, lost devices, email compromise, and system outages.
Each plan includes your contact tree, state breach laws, and step-by-step response procedures.
Your risk assessment automatically maps to 49 FTC and IRS controls. Create testing cycles, assign evidence collection to your team or MSP, and track effectiveness over time.
🛡️ Prove compliance — don't just document it
Compliance isn't a one-time event. SafeGuardGRC gives you the tools to stay audit-ready every day.
Assign compliance tasks to team members, your office manager, or your MSP. Track due dates, approvals, and progress — all in one place. Tasks are linked directly to risk assessment findings, remediation items, and policy reviews.
FTC & IRS require employee security training. 12 modules, 5 minutes each — your staff learns phishing awareness, data handling, and breach response. Tracked completion gives you audit-ready training records.
FTC requires annual reviews of your security program. Automatic reminders, one-click version creation, and a complete audit trail of every change.
Evaluate the security posture of your third-party vendors — SOC 2 compliance, contractual safeguards, data handling practices.
Create quarterly or annual testing cycles. Evidence collection with AI evaluation — AI reads screenshots for tax systems that aren't API-connected. Track control effectiveness over time with full audit trail.
Cross-module event tracking monitors data inventory changes, assessment approvals, remediation completions, and more. Severity levels with recommended actions and direct links to resolve.
Admin, IT, and User roles. Admins manage the program. Team members see only their assigned tasks. Everyone stays in their lane.
FTC and IRS auditors want to see documented evidence of your entire security program. Here's what SafeGuardGRC produces:
1–25 employees. Need FTC compliance but don't have time to build a program from scratch.
Electronic Return Originators subject to IRS Publication 4557 requirements.
Your MSP handles security. SafeGuardGRC handles the governance documentation they can't.
Your vCISO sets strategy. SafeGuardGRC automates the documentation and tracking.
From setup to compliant in less than a day — guided every step of the way
Starting at $99/mo · Billed annually
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