The IRS & FTC require finance professionals — CPAs, EAs, bookkeepers, tax preparers, and independent insurance agencies — to have documented security measures in place. Firms without them can face fines exceeding $50,000.
Every service Watch Cloud provides maps directly to IRS and FTC data security requirements for finance professionals.
A structured document outlining the specific measures and protocols your firm has in place to protect client data — required by the FTC Safeguards Rule.
A secure, encrypted tunnel that protects your internet traffic when working from the office, home, or on the go — keeping client data safe on any connection.
Ongoing training and phishing simulations that teach your team to recognize digital threats — the #1 cause of data breaches is human error.
Around-the-clock threat monitoring and active response by a dedicated security team. Threats are detected and neutralized before they become breaches.
Advanced protection on every device in your firm that continuously monitors for suspicious behavior and automatically isolates threats in real time.
Enterprise-grade antivirus specifically tuned for finance environments, with ransomware detection that prevents attackers from encrypting your client files.
All services work together
Watch Cloud's stack is purpose-built for finance firms — every tool is integrated and communicates with the others for seamless protection.
View All Services →"The Watch Cloud team took all of the guess work out of protecting our clients and our firm from cyber attacks and any other cyber security related concerns. Their customer service is top notch… Trust me, you will save yourself a ton of headaches."
"Since coming on board with you, my business has been treated as if we truly are your main priority. Every concern has been addressed promptly… I was even able to ask questions that had little to do with the service your company was hired to perform and no one turned me away."
"Watch Cloud made sure I had a smooth experience in continuing a secure online environment for existing and new customers. I look forward to working with Watch Cloud for years to come!"
Dedicated to CPAs, EAs, bookkeepers, tax preparers, and independent insurance agencies — the finance professionals cyber criminals target most.
Our team consists of cybersecurity professionals with deep experience in the finance and insurance sector — we understand your regulatory environment because it's all we do.
Our Security Operations Center monitors your devices around the clock, 365 days a year. Threats don't keep business hours — neither do we.
Dedicated exclusively to the finance industry, we are the experts in IRS Publication 4557, FTC Safeguards Rule, and the data security standards that apply to your practice.
Whether you're a solo tax preparer or a multi-location CPA firm, Watch Cloud's packages are designed to fit your size, team, and budget — with room to grow.
All plans include tools aligned with the FTC Safeguards Rule and IRS Publication 4557. Cancel anytime.
All prices are per device per month. Annual plans billed as a single upfront payment.
Serving CPAs, EAs, bookkeepers, tax preparers, and independent insurance agencies.
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Everything you need to know before getting started.
Join finance professionals across the country who trust Watch Cloud to keep their client data — and their practice — secure.
Get Started from $45/mo →No setup fees. Cancel anytime. Plans for solo practitioners to multi-location firms.
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