Insights
Straight answers about the Safeguards Rule
Practical guidance for dealers, tax professionals and finance companies.
- Can My IT Company Be My Qualified Individual?
The FTC Safeguards Rule lets an outside provider serve as your QI, including your IT company. Here's the catch, and what to put in place if you go that route.
- Is the Free IRS WISP Template Enough?
IRS Publication 5708 gives tax professionals a sample written information security plan. It's a good start, but here's what a template can't do for you.