Protect taxpayer data
Identify gaps around access, MFA, devices, backups, incident readiness, vendors and handling of sensitive client information.
Tax and accounting firms are trusted with some of the most sensitive information a client can provide. IusSec helps you strengthen cybersecurity, assess WISP readiness and put governance around how your team uses AI — without replacing your IT provider.
The IRS has repeatedly reminded tax professionals that a Written Information Security Plan (WISP) is required by law. The FTC Safeguards Rule requires covered financial institutions to maintain an information security program with administrative, technical and physical safeguards. IusSec assesses readiness and governance; applicability depends on your activities and regulatory exposure.
Identify gaps around access, MFA, devices, backups, incident readiness, vendors and handling of sensitive client information.
Determine whether the written plan, assigned responsibility, risk assessment and operational controls tell the same story.
Discover where staff may be using ChatGPT, Copilot, Gemini or other tools with client data, and establish practical guardrails.
The assessment is designed to expose priority gaps, not bury you in a technical checklist.
You receive a concise executive view of your posture, the most important gaps and a prioritized 90-day roadmap. The goal is to know what needs attention first — and why.
Structured sector-specific questionnaire, expert review, executive scorecard, 90-day roadmap and a 30-minute findings review.
The Executive Partnership provides fractional leadership across cybersecurity, AI governance and compliance, starting at $2,500/month. IusSec governs risk and direction while your IT team or MSP can continue implementing technical controls.
From $2,500/month
Typically smaller regulated organizations.
From $4,500/month
Greater operational, data or regulatory complexity.
From $7,500/month
More complex environments, teams or locations.
No. IusSec focuses on governance, risk, compliance, policies, evidence and executive direction. Your IT provider can continue operating and implementing technical controls.
No. The assessment identifies readiness, gaps and priorities. IusSec does not certify legal compliance or guarantee regulatory outcomes.
The founding rate purchases the assessment service itself. If you enter an Executive Partnership, 100% of the assessment fee is credited to the first month. Commercial terms should be confirmed before payment.
The initial commercial focus is Florida, especially regulated and data-sensitive professional services. Other U.S. organizations can be considered based on fit and scope.
Start with a scored executive assessment designed for accounting and tax firms.