FTC Safeguards Rule: Who It Applies To and What It Requires
Car dealers, tax preparers, mortgage brokers and lenders are covered by the FTC Safeguards Rule. Here's who it applies to, the 9 required elements and a practical compliance checklist.
#data security
Everything we have written about data security.
How Technology Is Changing Accounting and CPA Firms in 2026
Cloud ledgers, client portals, automation and AI are changing how CPA and tax firms work, while IRS and FTC data security rules raise the bar on protecting client data.
Is It Safe to Put Company Data Into AI Tools? What to Check First
How AI tools handle your data, from model training and retention to enterprise settings, plus a checklist of what to verify before your team shares company information.