Data Security Compliance for Accounting Firms: SOX, GLBA, IRS Pub 4557, and What Owners Should Actually Own

TL;DR Data security compliance for accounting firms is often presented as a daunting, monolithic list of frameworks that an owner must satisfy simultaneously. The FTC’s Safeguards Rule alone exempts firms holding customer information on fewer than 5,000 consumers from several of its toughest requirements.  That detail changes the entire compliance conversation for a modern tax […]