Financial Guardians helps you protect your data so you can sleep at night.

  • Compliance & System Audits

    Documents, videos, and checklists to help you maintain compliance and review your systems. Access to dozens of files and tools.

  • Keep Your WISP Up-to-Date

    Your security plan is key to keeping your business secure - we provide lists, templates and samples. Assistance in writing or updating.

  • Lock Down Your Systems

    Videos, tutorials, and support documents to help you design and secure your infrastructure. Regular security updates.

  • Support & Help

    Monthly Suppport calls provide you access to FinTech and cybersecurity experts to ask any security or technology-related questions.

  • Community Support

    Access to multiple communities and pages for feedback, questions, and added support. You are NOT alone!

Financial Guardians is the premiere cybersecurity solution for the tax, accounting, and finance industry.  We provide all of the tools, templates, training, and guidance you need to create an industry-leading security solution to protect your client data.  Our instructors and security analysts provide breaking news on critical industry changes and updates. Even if you have an existing plan in place, there are dozens of tips, guidance, how-to's, and more to help you continually improve your program.

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Financial Guardians, LLC is recognized and approved by the Internal Revenue Service Return Preparer Office (RPO) as a qualified sponsor of continuing education programs. Our IRS Provider Number is TXNLM.  Online courses, where specified as qualifying for IRS CE credit, are designed to meet the requirements of the IRS Return Preparer Office, including sections 10.6 and 10.9 of the Department of Treasury's Circular No. 230.