Is Your WISP Report Ready?

The IRS will fine you $100,000 for EVERY FAILURE to meet compliance standards in your
WISP report. Don’t let compliance issues put your practice at risk.

Schedule A Consultation

Not Following the FTC Guidelines Could Break Your Business

With the evolving regulatory landscape, it’s crucial to stay ahead of new requirements.
Our services are designed to help you navigate and comply with the latest FTC guidelines,
ensuring your practice is protected from hefty fines and reputational damage.

What Compliance Services Do We Offer For The CPAs?

CCPA Compliance

Stay compliant with the California Consumer Privacy Act and protect the privacy rights of your clients: 

  • Transparent and responsible data collection and usage policies
  • Structured data governance that meets consumer privacy expectations
  • Support for access, deletion, and opt-out requests
  • Built-in privacy controls to help reduce legal and reputational risk

If your business serves California residents, compliance with the California Consumer Privacy Act (CCPA) is essential. This law empowers individuals with greater control over their personal data, including rights to access, delete, or opt out of data sharing and selling.

To comply, you must:

Inform customers about the data you collect and its purpose, provide options for accessing, deleting, or opting out of data processing, secure personal data to prevent breaches or unauthorized access, etc. 

Non-compliance can result in fines from $2,500 to $7,500 per violation, along with potential lawsuits from affected individuals. 

We help businesses simplify the complexities of CCPA compliance so they can focus on running their business with confidence.

 

GLBA - FTC Safeguards Rule and WISP report

We help you meet federal data protection requirements under the Gramm-Leach-Bliley Act and FTC Safeguards Rule through: 

  • Development and Implementation of a comprehensive Written Information Security Program (WISP)
  • Business-specific risk assessments to identify and reduce exposure
  • Deployment of strong access controls to protect sensitive client data
  • Incident response plans that prepare your firm to act quickly and recover effectively

The Gramm-Leach-Bliley Act (GLBA), along with the FTC Safeguards Rule, requires financial institutions to protect customer information through a formal, documented security program. 

This includes: 

  • Developing and maintaining a Written Information Security Program (WISP) 
  • Implementing secure data handling and information-sharing practices 
  • Providing privacy notices to consumers 
  • Conducting regular risk assessments and monitoring third-party service providers 

Non-compliance can result in fines of up to $100,000 per violation. 

At Triad Cyber Solutions, we help your organization meet GLBA and FTC requirements with tailored security frameworks, actionable remediation, and ongoing compliance support that evolves with the law. 

SOC 2 Compliance (We’re Certified)

Triad Cyber Solutions is proudly SOC 2 compliant, demonstrating our commitment to enterprise-level security: 

  • Adherence to rigorous standards for security, availability, and confidentiality
  • Data handling processes designed with integrity and trust at the core
  • A certified environment that gives you and your clients peace of mind

As a SOC 2 compliant organization, Triad Cyber Solutions meets rigorous standards for data security, availability, processing integrity, confidentiality, and privacy. 

This means: 

  • Your data is handled in a trusted, audited environment 
  • You meet industry expectations for vendor and partner due diligence 
  • Your clients gain confidence knowing their information is protected by a certified provider 

With Triad, your compliance is backed by proven standards and your data is always in safe hands. 

IRS Compliance

  • Adherence to IRS Data Protection Requirements
  • Compliance with IRS Security Standards for Tax Professionals
  • Regular Security Audits and Assessments

Data Privacy and Security

  • Development of Comprehensive Data Protection Plans
  • Implementation of Best Practices for Data Security
  • Continuous Threat Monitoring and Response

How Do We Achieve Compliance?

Cyber Security Compliance for CPAs landing image initial assesment

Initial Assessment

  • Conduct a detailed assessment of your current compliance status.
  • Identify potential gaps and vulnerabilities in your systems and processes.
Cyber Security Compliance for CPAs landing image custom plan

Custom Compliance Plan

  • Develop a tailored compliance plan that addresses your specific needs.
  • Outline the necessary steps and timelines to achieve full compliance
Cyber Security Compliance for CPAs landing image policy

Policy and Procedure Development

  • Create and implement comprehensive policies and procedures that adhere to regulatory requirements.
  • Ensure that all staff members are aware of and understand these policies.
Cyber Security Compliance for CPAs landing image training

Training and Awareness

  • Provide regular training sessions for your staff on compliance best practices.
  • Foster a culture of compliance within your organization.

Continuous Monitoring & Auditing

  • Establish continuous monitoring to identify and resolve compliance issues promptly.

  • Conduct regular audits to ensure regulatory compliance.

Incident Response & Management

  • Develop and implement an incident response plan for quick recovery in the event of a data breach. 

  • Manage and mitigate incidents to protect your organization.

When Was The Last Time You Checked Your Risk?

Scan To Schedule A External Security Scan Today!

Protect your assets and secure your network with our comprehensive External Security Scan. Our expert team will analyze your external facing systems, identify vulnerabilities, and provide actionable insights to fortify your defenses

Start Your Scan

Frequently Asked Questions (FAQs)

Please go through our FAQ to know more about our services and how we ensure the highest standards of security and compliance.

General Questions

A WISP (Written Information Security Program) Report outlines your firm’s policies and procedures for protecting sensitive information. It details the measures in place to prevent unauthorized access, data breaches, and ensures compliance with regulatory requirements.

While Drake and QuickBooks software include built-in security features, they cannot fully protect against all threats. Comprehensive protection requires additional measures such as regular risk assessments, incident response planning, and employee training to address potential vulnerabilities that software alone cannot mitigate.

Security Risk Assessments should be conducted regularly, at least annually or whenever significant changes are made to your IT infrastructure. Regular assessments help in staying updated with evolving threats and maintaining robust security measures.

We deliver tailored cybersecurity and compliance solutions that eliminate risks, prevent breaches, and keep your business fully protected and compliant.

Quick Links
Social Media
Facebook-square Instagram Twitter-square Linkedin Youtube
Get in Touch
Email:

sales@triadcybersolutions.com

Phone

(336) 558-4660

Fax:

(336) 676-5855 

Location

2302 West Meadowview Road, Suite 113, Greensboro, North Carolina, United States.  

Office Hours

Monday – Friday 
(9 :00 AM – 5 :00 PM)

Copyright ©2025 Triad Cyber Solutions All Rights Reserved