Run a CPA, insurance, advisory, or title office in Sugar Land? Under the FTC Safeguards Rule you are a financial institution, and most offices have no written program. Start with a free gap report.
Fort Bend County has a large professional services sector, including a concentration of CPA firms, tax offices, insurance agencies, and financial advisory practices.
Most of these offices are financial institutions subject to the FTC Safeguards Rule, which has no size exemption: a two-person tax firm carries the same written program requirement as a large one.
I provide on-site support in Sugar Land, Missouri City, Richmond, and surrounding communities, with remote support available 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 a gap report and a plan, not a certification or a guarantee of compliance.
The assessment is delivered remotely in most cases, with an on-site component when the office environment warrants it. Written results come back to you within a few business days of the initial review.