Proof you protect the client information you hold.

The Gramm-Leach-Bliley Act requires financial institutions to protect the personal information of the people they serve, and it counts tax preparers as financial institutions. Compliance: GLBA gives you quarterly evidence that your safeguards are in place and working, so you can show it to a client, an insurer or a regulator.

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Book a call What the rule asks for

At a glance

Package: Compliance: GLBA
Evidence: Compliance Posture Report, quarterly
Stacks on: Complete IT: Managed or Co-Managed

Does this apply to you?

It likely applies if your firm is one of these:

An investment adviser
A mortgage or lending firm
An accounting firm that prepares tax returns

What the rule asks for, and what you receive.

01
Protect the security and confidentiality of customer information
Encryption in storage and in transit, and access controls
Evidence that client information is protected in storage and in transit
02
Guard against anticipated threats
The safeguards your security program describes, kept running
Records of the safeguards your security program describes
03
Prevent unauthorized access that could harm customers
Regular access reviews
Access reviews showing who can reach client records

We provide the evidence. You decide.

s90 does

Runs the controls the framework calls for
Keeps the documentation current
Delivers a Compliance Posture Report every quarter

You decide

Whether the evidence meets your obligations
Which open gaps to close first
Whether your firm is compliant

The Compliance Posture Report

Scoped to GLBA, delivered every quarter without asking. The proof in your hands is never more than three months old.

Get the sample Compliance Posture Report by email

Sample · Compliance Posture Report

ACME Corp · Quarter 3 · GLBA

Evidence that client information is protected in storage and in transit: Enforced
Records of the safeguards your security program describes: Current
Access reviews showing who can reach client records: Current

Sample report for a fictional business. Example figures.

If a client or a regulator asked tomorrow, could your firm show how their information is protected?

Up to$500,000Cyber WarrantyBacked by Cork Inc.

In 30 minutes, we talk through your setup and you leave knowing which plan fits.

Book a call

See exactly what you'd receive each quarter, by email.

Get the sample Posture Report by email