Meet IRS & FTC
Data Security
Requirements
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.
Built Around IRS & FTC Guidelines
Every service Watch Cloud provides maps directly to IRS and FTC data security requirements for finance professionals.
Written Information Security Plan (WISP)
A structured document outlining the specific measures and protocols your firm has in place to protect client data — required by the FTC Safeguards Rule.
Virtual Private Network (VPN)
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.
Cybersecurity Awareness Training
Ongoing training and phishing simulations that teach your team to recognize digital threats — the #1 cause of data breaches is human error.
MDR with 24/7 Security Operations Center
Around-the-clock threat monitoring and active response by a dedicated security team. Threats are detected and neutralized before they become breaches.
Endpoint Detection & Response (EDR)
Advanced protection on every device in your firm that continuously monitors for suspicious behavior and automatically isolates threats in real time.
Antivirus & Ransomware Protection
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 →Trusted by Finance & Tax Professionals Nationwide
"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!"
Your Trusted Partner
in Cybersecurity
Dedicated to CPAs, EAs, bookkeepers, tax preparers, and independent insurance agencies — the finance professionals cyber criminals target most.
Industry-Leading Expertise
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.
24/7 Protection & Monitoring
Our Security Operations Center monitors your devices around the clock, 365 days a year. Threats don't keep business hours — neither do we.
Regulatory Expertise
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.
Tailored Security Solutions
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.
Choose Your Protection Level
All plans include tools aligned with FTC Safeguards Rule, IRS Publication 4557, and data security best practices. No setup fees. Cancel anytime.
- ✓ Written Information Security Plan (WISP) - Template
- ✓ Remote Device Management
- ✓ Antivirus Protection
- ✓ Ransomware Detection
- ✓ Endpoint Detection & Remediation (EDR)
- ✓ Managed Detection & Response (MDR)
- ✓ 24/7 Security Operations Center (SoC)
- ✓ Endpoint Backup
- ✓ Virtual Private Network (VPN)
- ✓ Self-Serve Onboarding
- ✓ Everything in Cyber Shield
- ✓ Watch Cloud Readiness Kit
- ✓ Written Information Security Plan (WISP) - Done For You
- ✓ Dedicated account manager
- ✓ 1-on-1 onboarding
- ✓ Email monitoring
- ✓ Dark web monitoring
- ✓ Phishing Awareness Training
- ✓ Phishing Simulations
- ✓ Microsoft Office & Google Workspace alerts
- ✓ Microsoft Office & Google Workspace backup
- ✓ Everything in Practice Defender
- ✓ Priority SOC response SLA
- ✓ Custom WISP drafting & annual review
- ✓ Quarterly security check-ins
- ✓ Incident response support
- ✓ Dedicated security advisor access
- ✓ Multi-location support
Serving financial professionals, CPAs, EAs, bookkeepers, and independent insurance agencies.
Questions about which plan is right for you? Book a free consultation →
How much will it cost?
Adjust the options below to get an instant quote for your firm.
Stay Ahead of
Evolving Threats
The cyber threat landscape changes constantly. Our blog keeps finance professionals informed on the latest attacks, regulations, and best practices. View all posts →
Urgent: Cybersecurity Essentials for Tax Pros – Protect Client Data Now!
With tax season behind us, attackers pivot to target practices that let their guard down. Here's what you need to know right now.
Read More →What is SSL: A Comprehensive Guide
SSL certificates are the foundation of secure client communication. Learn what they are, how they work, and why your firm needs one.
Read More →What Is Cybersecurity?
A plain-English breakdown of what cybersecurity means for small finance firms — and the specific risks that come with handling sensitive client data.
Read More →Common Questions
Everything you need to know before getting started.
Ready to Protect
Your Business?
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.