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Accountant

Business Continuity Plan

Respond confidently to disruptions, safeguard critical operations, and ensure long-term resilience.

$50

WISP Compliance Pack

Full compliance kit for accounting & financial firms — audit-ready, regulation-mapped, instantly deployable.

$1,399

Cybersecurity Incident Response Plan

Minimize the impact of incidents on business operations, safeguard sensitive information, and ensure regulatory compliance.

$50

Business Continuity Plan

Your Business Continuity Plan (BCP) is a structured framework designed to help your firm maintain essential operations and recover swiftly from disruptions such as natural disasters, cyberattacks, supply chain failures, or other unexpected events. Its primary purpose is to minimize downtime, protect critical assets, and ensure the resilience of business functions in the face of adversity. 

 An effective BCP aligns with industry best practices (e.g., ISO 22301, NIST SP 800-34) and regulatory requirements (e.g. FFIEC, HIPAA) to ensure organizational resilience.

Our Business Continuity Plan Includes

  •  Pre-event Assessment Checklist

  •  Incident Response Checklist

  •  Recovery Checklist

  •  Post-incident Follow-up Actions

With our Business Continuity Plan, your firm will be equipped to respond confidently to disruptions, safeguard critical operations, and ensure long-term resilience.

Cybersecurity Incident Response Plan

Your Cybersecurity Incident Response Plan (IR Plan) is a structured framework designed to help your firm effectively identify, manage, and mitigate cybersecurity incidents, such as data breaches, ransomware attacks, or unauthorized access to systems. Its primary purpose is to minimize the impact of incidents on business operations, safeguard sensitive information, and ensure regulatory compliance.

The IR Plan provides clear guidance on:


Preparation: Establishing readiness to handle incidents through proactive measures like staff training, policy creation, and system monitoring.


Detection: Identifying and assessing incidents promptly to determine their nature, scope, and potential impact.


Response: Taking immediate actions to contain and resolve the incident, such as isolating affected systems and notifying stakeholders.


Recovery: Restoring systems and operations to normal while learning from the incident to prevent recurrence.


Post-Incident Review: Analyzing the event to improve future responses and strengthen overall security posture.

Our Incident Response Plan includes:

  • Supporting Procedures and Playbooks

  • Incident Response Readiness Checklist

  • Situation Report Template

  • Incident Log Template

  • Post Incident Review Template

 An effective IR Plan aligns with industry standards (e.g., NIST CSF, ISO 27001) and regulatory requirements (e.g. FTC Safeguards Rule) to ensure the organization is well-prepared to respond to and recover from security incidents.

Regulatory Compliance Made Simple

Designed to help firms meet and exceed requirements set by:

FTC Safeguards Rule
GLBA, SOX, PCI DSS, FISMA, CCPA, GDPR, IRS 4557
ISO 27001 & NIST Cybersecurity Framework

Comprehensive Security Framework

Includes tools and policies covering:

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  • Asset Management – Keep track of and secure critical business assets.

  • Risk Assessment & Management – Identify, assess, and mitigate cybersecurity threats.

  • Third-Party Supplier Management – Ensure vendors align with security best practices.

  • Cloud Security – Protect cloud-based systems and sensitive financial data.

  • Incident Response & Business Continuity Planning – Be prepared for cyber threats and data breaches.

40+ Ready-to-Use Security Policies

Instantly implement best-in-class security policies with fully customizable templates, including:

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  • Access Control Policy

  • Data Protection & Encryption Policy

  • Password & Patch Management Policies

  • Business Continuity Plan

  • Remote Working & Physical Security Policies

  • Cybersecurity Incident Response Plan

  • Third-Party Supplier Management Policies

  • Written Information Security Plan (WISP)

Built for Accounting & Tax Professionals

  • Designed specifically for CPA firms, tax professionals, and financial service providers.

  • Save time and money on compliance with easy-to-follow, step-by-step implementation.

  • Reduce the risk of data breaches, regulatory fines, and reputational damage.

  • Receive regular updates to stay ahead of changing compliance requirements.

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