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FTC Safeguards & IRS 4557 Compliance Matrix

The most comprehensive side-by-side mapping of every FTC Safeguards Rule, IRS Publication 4557, and cyber insurance requirement — all in one place.

Stop wondering what applies to your firm. This matrix covers 52 requirements across 7 categories so you can see exactly where you stand.

39
FTC Required
16 CFR 314
33
IRS Required
Pub 4557 Rev. 6-2024
32
Cyber Insurance
Common Requirements
29
SafeGuardGRC Covers
Out of the box

What's Inside the Matrix

Governance & Program Management

QI designation, WISP, risk assessments, incident response plans, board reporting, security training — 10 requirements mapped

Policies & Procedures

Data collection, network protection, user access, WiFi, BYOD, AI governance, acceptable use — 13 policy requirements

Technical Controls

MFA, EDR, firewalls, encryption, patch management, IDS/IPS, network segmentation, log management — 15 controls

Testing & Assessments

Penetration testing, vulnerability scanning, tabletop exercises — with FTC frequency requirements

Vendor & Third-Party Management

Service provider monitoring, vendor risk assessments, contract requirements — 3 critical areas

Incident Reporting & Response

FTC/state reporting, IRS Form 14039, ransomware playbooks, business continuity plans

Preview

RequirementFTCIRSInsuranceSafeGuard
Governance & Program Management
Designated Qualified Individual
Written Information Security Plan
Written Risk Assessment
49 more requirements — enter your details to unlock

Why This Matters for Your Firm

Most CPA firms are subject to three overlapping compliance frameworks — FTC Safeguards Rule, IRS Publication 4557, and their cyber insurance policy requirements. Missing even one requirement can mean regulatory fines, insurance claim denials, or failed audits. This matrix eliminates the guesswork by showing you exactly what's required, what's recommended, and what SafeGuardGRC already handles for you.

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