Run a CPA, insurance, advisory, or title office in Katy? Under the FTC Safeguards Rule you are a financial institution, and most offices have no written program. Start with a free gap report.
Katy and the I-10 corridor have a high concentration of small financial and professional services offices: CPA and tax firms, insurance agencies, mortgage offices, and real estate settlement companies.
Most are financial institutions subject to the FTC Safeguards Rule, which applies the same written program requirement regardless of firm size.
I provide on-site support across the Katy area including Cinco Ranch, Katy proper, and surrounding communities in Fort Bend and Harris counties, with remote support throughout the area.
The assessment reviews your office against the rule requirements: where your customer data lives, what controls are in place today, and where the gaps are relative to what the written program must contain.
You receive a written findings report with a prioritized fix list. It is the same whether or not you continue with managed IT, and gives you a clear starting point. It is a gap report and a plan, not a certification or a guarantee of compliance.