FTC Software Download - Tech 4 Accountants

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Name *

First

Last

Company Name *

I attest that the answers provided on the following sections will be factual *

Yes (Required)
No

Phone *

Email *

Number of Employees *

Billing will adjust based on this answer. 4 Employees = 4 Licenses.

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FTC Required Policies and Assessments

All of the pre-filled answers will be things that you have purchased from us. You can modify if your answer is different than the default, but we recommend leaving them as is.

Required Software and Policies

Have you hired a qualified provider? *

Make sure they have real-world experience.

Have you developed controls through risk assessment? *

Do you test and monitor the effectiveness of your plan? *

At then bottom of this page you can schedule your required risk assessment.

Do you have an employee security awareness training (SAT) plan? *

Do you have a policy to oversee your providers? *

At then bottom of this page you can schedule your required risk assessment.

Do you evaluate and adjust your providers periodically? *

Be sure to include the date you evaluate.

Have you developed a written risk assessment? *

Will occur after scheduled risk assessment with technician.

Have you conducted a risk assessment? *

At then bottom of this page you can schedule your required risk assessment.

Do you receive an annual report to the board of directors? *

If yes, who is your qualified provider? *

If yes, who developed these controls? *

If yes, what method(s) are used to test and monitor? *

Change to penetration testing and network monitoring if that is the answer

If yes, how are these conducted? *

Add any additional methods you use for SAT.

If yes, what methods do you use to oversee them? *

If yes, how periodically are your providers evaluated? *

Include date you intend on reviewing (we suggest December 1st)

If yes, who wrote your risk assessment? *

Write Date of Risk Assessment Audit *

Schedule time on the calendar on this page. It can be a date in the future. Be sure to use the calendar on this website to actually book the risk assessment

If yes, who audited and conducted your risk assessment? *

If yes, who is preparing the report? *

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FTC Required Software

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Do You Have Encryption At Rest? *

Do You Monitor User & Log Activities? *

Do You Use a Remote Monitoring & Management System? *

Do You Conduct Security & Awareness Training? *

Do You Have A Firewall? *

Do You Use a Firewall Intrusion Detection System? *

Do You Restrict Access to Data? *

Monitoring Frequency? *

Continual: RMM & IDS
Semi-Annual Penetration Testing & Network Scans

Do You Have 3rd Party Patch Management? *

Do You Use A VPN? *

Do You Have an Anti-Phishing Toolbar? *

Do You Have Backup? *

Do You Have Anti-virus? *

Do You Use Multifactor Authentication (MFA)? *

If yes, how do you encrypt your data at rest? *

If yes, how do you monitor & log activities? *

If yes, what software and vendor for your RMM? *

If yes, how do you conduct SAT? *

Which firewall provider? *

Part of the suite of security products. Change if you use a physical firewall.

If yes, what way are you deploying IDS? *

Do You Require Complex Passwords? *

Do You Have an Incident Response Plan? *

Included with purchased package

If yes, who provides your 3rd party patch management? *

If yes, describe your vendor or method of VPN *

We provide Avast SecureLine, but you may use your own provider.

If yes, list the vendor(s) used for Anti-Phishing. *

If yes, list the vendor(s) used for Backup. *

SMS, Google Authenticator, Microsoft Authenticator, etc.

If yes, list the vendor(s) used for Anti-Virus *

If yes, how do you use MFA? *

SMS, Google Authenticator, Microsoft Authenticator, etc.

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Sensitive Data Location Identification

List all locations and vendors that have access to personally identifiable information.

List All Tax Software That Collects / Uses Customer Data *

List All Bookkeeping Software That Collects / Uses Customer Data *

List All Payroll Software That Collects / Uses Customer Data *

List All Cloud Providers That Collects / Uses Customer Data *

List All Email / CRM / 3rd Party App Providers That Collects / Uses Customer Data *

List All Employees That Have Access to Customer Data *

List All Devices That Have Access to Customer Data (Will Have Our Security Installed) *

List All Contractors That Have Access to Customer Data *

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Done By Yourself Networking, Policies, and Software

These are items that you will be responsible for doing on your own. You can purchase to have this, as well as the rest of the installation and compliance done for a one-time fee of $499/user.

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Do You Have A Segmented Network? *

Do You Have a Dedicated IoT/Guest SSID? *

Can You Access The Gateway/ Router Through the IoT SSID? *

What is the IP Address of Your Server *

Write "none" if you do not use a server.

Is Group Policy In Windows Setup to Enforce Password Expiration? *

Do you Have Encryption In Transit? *

Optional Addons

One Time Onboarding (including all network configurations) $499
IRS Mandated Written Information Security Plan $499
Encryption in Transit & Email Portal $29/mo
Windows 11 Pro $179
Advanced AI Threat Detection $29/user/mo

List the Primary SSID *

List the IoT/Guest SSID *

Can list multiple if they exist. Separate by comma.

What is the IP Address of Your Gateway / Router? *

Is the Primary SSID Hidden? *

Is Group Policy In Windows Setup to Enforce Password Complexity? *

What Method(s) Do You Send Encrypted Documents? *

Feedback

Thank you for taking the time to perform your intake. As part of the preferential pricing, we request that you finish this feedback form so that we can improve the process for future customers.

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Timing of The Intake Form: *

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I prefer that it was done up front so I wouldn't forget

Any feedback on the process or anything that confused you, please share with us. *

What could have made this easier / better? *

Onboarding Intake Form

FTC Required Policies and Assessments

FTC Required Software

Sensitive Data Location Identification

Done By Yourself Networking, Policies, and Software

Feedback

Risk Assessment