Hello, are there any questions or areas that you need support with?

If you don’t already have a Written Information Security Plan (WISP), now is the time. Under the FTC Safeguards Rule, maintaining a WISP isn’t optional, it’s required. More importantly, it’s one of the most effective ways to protect your clients and your business. A strong WISP helps you: - Identify risks before they become problems. - Prevent data breaches, not just respond to them. - - Stay compliant with IRS and FTC data protection requirements. - Act quickly and confidently if something goes wrong. - At a minimum, your WISP should include: 1. Risk Assessment – Identify internal and external risks to client data. 2. Safeguards and Controls – Encryption, firewalls, and access controls. 3. Data Handling Policies – How data is stored, accessed and disposed. 4. Incident Response Plan – Clear steps for responding to breaches, including reporting procedures and client notifications. 5. Employee Training – Ensure your team understands security best practices and phishing awareness. 6. Ongoing Reviews – Keep your plan current and effective. Failure to have a WISP can lead to fines, legal issues, and reputational damage. More importantly, it can leave your clients exposed. Putting a plan in place now gives you confidence that you’re ready, no matter what happens. Protect your business. Protect your clients. And stay ahead of the risk. Resources: Pub. 5708, Creating a Written Information Security Plan for Your Tax & Accounting Practice Pub. 5709, How to Create a Written Information Security Plan for Data Safety (one-pager)

Our registered agent sent us a reminder regarding the Annual Report earlier this month (due by May 1). Just curious if anyone has started/completed their report, or if you have the service that includes completion of the report. For this first year, I am going to complete it myself. I want to make sure I know what it entails.

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