Your accounting clients keep asking. Answer once, for all of them.

You already run the controls these regulations describe. What your accounting clients need is the written program that maps their firm to the rules, and the dated record that shows it stayed true. That is documentation work, it is not what you are staffed for, and it arrives every October.

Free WISP Readiness Check Flat-rate pricing, unlimited devices

What the rules ask of you, specifically

What applies to you

314.4(a)You can be the qualified individualThe Rule permits the role to sit with a service provider. Responsibility for compliance stays with the firm, which is exactly the boundary you want stated in writing.

314.4(f)Your clients must oversee you by contractThey are required to select providers capable of maintaining appropriate safeguards and to impose those safeguards contractually. Arriving with the clause drafted shortens that conversation to nothing.

17.03(2)(f)The same duty under Massachusetts lawNo size threshold, so it applies to their smallest clients and to yours.

314.4(d)Testing evidence is yours to produceVulnerability assessments and monitoring output are things you already generate. In the program they become the evidence behind a named control.

Where the gaps usually are

What the partner account gives you

A portfolio view

Every client firm's grade, open items and upcoming obligations in one place, so October is a filtered list rather than a scramble.

Your language on a cited base

Layer your own clause wording over the regulatory library. The citations stay attached, so the output still survives being read by a professional.

Bulk cadence runs

A month's change reviews, training assignments and log entries handled together across the book rather than client by client.

Your branding

Client-facing documents carry your name. The program is the deliverable you hand over, not a third-party login you have to explain.

A defensible boundary

The program states plainly which controls you operate and which the firm owns. That is useful to you the first time something goes wrong.

Consolidated billing

One invoice, volume terms, and a named point of contact.

The referral route, if you would rather not resell

Some providers prefer to keep the relationship simple. If you run ProtPTX for your own practice, every client firm that signs up with your code takes 20% off your own renewal, free at 5, with no reselling and no support obligation. How that works

Know another firm that needs this? Each one that signs up with your code takes 20% off your own renewal. Five and you pay nothing.

How the discount works →

What you get

A free readiness check first

Nine questions, an instant readiness outcome and a gap list. Download the report or have it sent to you with recommended next steps.

A one-time custom build

Your firm-specific plan, documenting your real devices, staff, software and vendors across all ten required parts. What it includes

Then ongoing monthly checks

Flat rate, unlimited devices, no per-device charges. Setup waived on annual plans. See pricing

Start with one client

Run the free quiz against your most compliance-anxious accounting client and see what comes back. It costs nothing and it is a good conversation opener.

Take the free quiz See what setup produces