In an era of rapid technological advancements and increasing compliance demands, Barith empowers CPAs, tax professionals, and bookkeeping firms to thrive with enterprise-level IT solutions and unparalleled security measures.
We understand that compliance isn’t just a requirement—it’s the foundation of trust in your industry. That’s why we offer tailored IT and security services built around three core pillars.
Financial professionals are prime targets for cyberattacks, which can lead to lost revenue and reputational harm.
Barith helps CPA firms prepare for peak periods with tools and strategies that ensure compliance, bolster cybersecurity, and optimize workflows. Let us handle your IT and security needs, so you can focus on delivering exceptional client service and meeting tight deadlines without unnecessary stress.
Federal law mandates all tax preparers and accounting firms to create and maintain a Written Information Security Plan (WISP) to protect sensitive client data.
With Barith’s WISP Builder, you can meet FTC Safeguards Rule and IRS 4557 guidelines quickly and effectively, ensuring your firm stays compliant and secure.
Don’t wait—start your WISP now and safeguard your firm before tax season.
Pick and choose the services your firm needs to stay protected. From essential services to enterprise level solutions, we can work with you to design solutions tailored to your exact needs.
“As an Enrolled Agent, I had no idea that I needed a Written Information Security Plan (WISP) to stay compliant, and I was completely overwhelmed trying to figure out how to create one. Choosing Barith was the best decision I made—creating my WISP was simple and stress-free! Now, I’m compliant and have the peace of mind knowing I’m protected from potential liabilities. My firm is now using Barith for other solutions as well, ensuring we’re more secure and our clients sensitive data is fully protected.”
Michael T
Self Practicing Enrolled Agent
Have questions about compliance and security? We’ve got the answers. Explore our FAQ to find solutions to your most pressing concerns and learn how Barith can help safeguard your firm and ensure compliance.
The FTC Safeguards Rule applies to a broad range of financial institutions, including professional tax preparers and accounting firms, requiring them to develop, implement, and maintain comprehensive information security programs to protect customer information.
IRS Publication 4557 provides guidelines for tax professionals on safeguarding taxpayer data, emphasizing the necessity of creating a Written Information Security Plan (WISP). This publication outlines critical security measures and includes a checklist for developing and maintaining a security plan tailored to tax practices.
Therefore, if you are a tax preparer or part of an accounting firm handling client financial information, you are required to comply with both the FTC Safeguards Rule and the guidelines set forth in IRS Publication 4557.
Non-compliance can lead to:
Compliance is critical to protecting your firm, your clients, and your reputation. Taking proactive steps ensures you avoid these risks.
We offer a host of solutions designed to simplify compliance and protect your firm. From creating tailored security plans to providing tools for data protection, audit preparation, and employee training, we help you meet federal regulations and safeguard your clients’ trust.
We offer both individual services and packages to suit your firm’s needs. Our team will work with you to identify which services will provide the most benefit and help you implement them effectively. Whether you need a single solution or a comprehensive approach, we’re here to tailor our offerings to your goals.
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