SmartWeb builds your firm’s security program on the recognized CIS and NIST frameworks, then maps it directly to the regulations you’re held to.
Most firms approach compliance backward — chasing a specific regulation’s checklist, scrambling before a deadline, then doing it all again for the next requirement. We start somewhere more durable: a recognized security framework. Get the framework right, and compliance with the specific regulations largely falls out of it.
A prioritized, practical set of safeguards and concrete configuration standards — a clear definition of what “secured” actually means for each system in your firm.
The structure to organize the whole program — identify, protect, detect, respond, recover — so nothing is missed.
Build on CIS and NIST, and you’re not preparing for one audit — you’re running a security program that holds up to all of them.
Required of tax and accounting firms and many financial-services businesses. We build and document the written information security program it demands.
The Gramm-Leach-Bliley obligations that sit behind the Safeguards Rule.
The IRS’s data-security expectations for tax professionals, including the written security plan now required to maintain a PTIN.
The duty of technology competence and client-data protection that attorneys are held to.
We measure your current environment against CIS and NIST and show you exactly where you stand.
We close the gaps, in priority order, with the rest of your SmartWeb services doing most of the work.
Written information security program, policies, and procedures — the paperwork regulators and auditors actually ask for.
Ongoing proof that the controls are not just in place but working, so an audit or a client security review is a non-event.
When the auditor, the cyber-insurance application, or the client security questionnaire arrives, the answers are already prepared.
Accounting and tax firms are squarely under the FTC Safeguards Rule and IRS Publication 4557 — see Accounting & Tax Firms. Law firms answer to state bar obligations and client confidentiality duties — see Law Firms. If you’re not sure what applies to your firm, the first call will sort it out.