Your portal protects your clients. This helps protect you.

Most Ohio CPA practices already run a secure portal and MFA, and most have a written information security plan. You have done that work, and it matters.

Here is the part that is easy to miss. The IRS says a written plan is “just one part of what tax professionals need to protect their clients and themselves.” Most practices don’t need another policy. They need evidence they are following the one they have.

Three safeguards sit outside what your portal and your plan were built to cover, all on your side:

• Monitor your credentials for exposure in a breach
• Protect your connections when you work away from the office
• Keep a dated monthly record

Client Data Safeguards helps you maintain and document those three safeguards, month after month. The result is evidence. If the IRS or a client ever asks, you have twelve monthly reports, not a template in a drawer.

Keep what you have already built. Fill the remaining gap.

We wrote a short, practical guide for Ohio CPA and bookkeeping practices that walks through these safeguards and how to close the gap, in plain language, with no pitch attached.

Client Data Safeguards is operated by CactusVPN, an independent privacy company with 15 years behind it. Its no-logs policy was independently audited by Securitum.