For Arizona CPA and tax firms
Free FTC Safeguards Checklist for CPA Firms
Find out in minutes whether your firm meets federal data protection requirements for client financial data.
- Instantly reveals your highest-risk Safeguards gaps
- Written specifically for CPA firms and tax professionals
- Includes short checklist, expanded guide, and Excel version
- Helps with FTC Safeguards, cyber insurance, and audits
- No cost or commitment
Get the free checklist
Enter your details to get instant access to the FTC Safeguards checklist, expanded guide, and Excel version.
Message sent
Thanks. Your checklist is on the way.
You will get instant access on screen and by email. No spam, ever.
What You Get Inside The Safeguards Checklist
The checklist is short enough to complete in one sitting and detailed enough to show you exactly where your Safeguards gaps are. When you submit the form you will receive:
- A one page Quick Compliance Checklist you can fill out in minutes
- A detailed Expanded PDF Guide that explains each requirement in plain language
- An Excel version you can use with partners or staff
- Simple scoring guidance that shows whether you are low, medium, or high risk
- A link to book a free Safeguards readiness call if you want help
Perfect For Your Firm If
- You prepare returns or provide advisory services that involve client financial data
- You are not sure whether your current IT provider has addressed the FTC Safeguards Rule
- Cyber insurance has started asking security questions you are not confident about
- You want a simple, non technical tool you can share with partners and staff
Not The Best Fit If
- You do not handle any client financial data
- You already have a documented Safeguards program reviewed in the last 12 months
- You are looking for legal interpretation instead of practical IT and security guidance
Why This Checklist Matters for CPA Firms
The FTC Safeguards Rule applies to any CPA or tax firm that handles client financial data. Firms that are not compliant face regulatory fines, cyber insurance claim denials, breach liability, and reputational damage. This checklist gives you a clear, practical picture of where your firm stands before regulators or insurers do.
Frequently Asked Questions
Is this checklist legal advice?
No. It is a practical technical guide based on FTC Safeguards requirements. Use it to identify gaps, then work with legal counsel for formal compliance interpretation.
Do I need to be an Asteroid IT client to use it?
No. Any CPA or tax firm can use the checklist and share the results with their existing IT provider.
Will you call me after I download it?
We may send one or two brief follow up emails with a link to book a free Safeguards readiness call. No spam and no aggressive sales process.
What Happens After You Submit The Form
- You will see download links on screen for the Checklist, Expanded Guide, and Excel version.
- You will also receive the files by email so you can forward them to partners or staff.
- You will get one optional follow up email that offers a free Safeguards readiness call.
No pressure and no obligation. The goal is to help you quickly determine whether your firm meets federal Safeguards requirements.
Ready to see where your firm stands?
Get the checklist, the expanded guide, and the Excel version. Three fields, no cost, no commitment.