The FTC Safeguards Rule requires tax preparation firms to give their staff security awareness training. IRS Form W-12, the PTIN application, has preparers acknowledge their written information security plan. Spartan Wall Security runs the training part for you: realistic phishing tests every month, a short lesson for anyone who clicks, and a quarterly report to keep with your security plan.
Program led by a security professional holding the CISSP, CISM, CISA, and CGEIT certifications.
If your firm prepares tax returns, the FTC treats you as a "financial institution" under the Safeguards Rule. Staff training is one of the required parts of your information security program. Spartan Wall Security handles it, and you get the documentation.
16 CFR 314.4(e)(1) requires "security awareness training that is updated as necessary to reflect risks identified by the risk assessment." The small-firm exemption for businesses with fewer than 5,000 consumers does not cover this requirement.
When you renew your PTIN, line 11 asks you to confirm you know paid preparers are "required by law to create and maintain a written information security plan." Our quarterly report gives that plan dated proof that training actually happened.
The IRS and its Security Summit partners keep warning tax professionals about phishing, including fake "new client" emails carrying malicious links or attachments. Our tests use those same lures, so your staff sees one in a safe setting first.
Spartan Wall Security provides training and testing that support your security program. We are not a law firm, and using our service doesn't by itself make your firm compliant with any law. Medical or dental practice? HIPAA requires a security awareness and training program for all workforce members (45 CFR 164.308(a)(5)). Ask us about the healthcare version.
Spartan Wall Security is a new firm, and we won't fill this page with testimonials we don't have yet. Instead, we'll run a free baseline phishing test for your firm. You'll see how your team actually does before you spend anything.
Pick a 15-minute slot and we'll set up your test on the call. Prefer email? hello@spartanwall.com · or call (215) 938-1860
Open to a limited number of founding firms. Larger team? A full-staff baseline test costs $395, and we credit the whole $395 toward an annual plan bought within 30 days.
Give us your staff email addresses. Nothing to install and no IT project.
Every month, staff get realistic simulated phishing emails modeled on lures aimed at professional firms right now, like fake client documents, e-signature requests, and login resets.
If someone clicks, they immediately get a short, blame-free lesson that shows exactly what they missed.
Every quarter you get a report with participation, click and report rates, and trends, ready to file with your written information security plan.
Most programs go live within 5 business days of receiving your list.
A simple monthly subscription priced by firm size, not by campaign. Pay annually and you get two months free.
Monthly plans: one-time $250 setup fee, cancel anytime, effective at the end of the current billing month.
Annual plans: no setup fee. Pay by card, or ask for an invoice to pay by ACH bank transfer (hello@spartanwall.com).
More than 50 staff? $6.50 per user per month, billed annually. Book a call or email hello@spartanwall.com for a quote.
Plan size is based on the number of staff email addresses enrolled. If your headcount moves into a higher tier, we'll tell you before your next renewal.
Card payments are processed securely by Stripe. We never see or store your card number. Prices are in USD. Sales tax may apply where required.
Don't see your question? Book a 15-minute call, call (215) 938-1860, or email hello@spartanwall.com. We reply within one business day.
We send realistic but harmless emails that look like the messages attackers use, such as client document shares, e-signature requests, invoice notices, and password resets. If someone clicks or enters information, they see a short, blame-free lesson explaining the warning signs they missed. No real credentials are kept. You get the results in your report.
We recommend telling staff that phishing simulations are part of your security program, without saying when they'll arrive. That keeps the tests realistic and keeps trust intact. You decide how to announce it, and we'll give you a short template.
It's a flat monthly subscription based on how many staff are enrolled: Starter (up to 10) $99/month, Standard (11–25) $199/month, Plus (26–50) $349/month. Annual plans cost the same as 10 months. Monthly plans have a one-time $250 setup fee, and annual plans have none. There are no per-campaign charges.
Not by itself. The Safeguards Rule requires a full written information security program with many parts, and staff security awareness training is one of them (16 CFR 314.4(e)). We deliver and document the training part. Your firm stays responsible for its overall program. IRS Publication 5708 has a free WISP template for small tax practices.
For our founding clients, we'll send one simulated phishing email to up to 10 of your staff, share the results, and walk you through them on a 15-minute call. There's no card and no obligation. All we need is written authorization from an owner or partner. Book your test here.
Only staff names and work email addresses. We don't need or want client tax data. Simulation results are kept for the length of your subscription plus 12 months, then deleted. Privacy questions: privacy@spartanwall.com.
Most programs go live within 5 business days of receiving your staff list and authorization. If you want to avoid a busy stretch, like a filing deadline, just tell us.
Monthly plans can be canceled anytime, effective at the end of the current billing month. Annual plans run for the full year. If you're not satisfied in the first 30 days of an annual plan, ask for a full refund.
Not directly. We focus on staff training and testing. If you need a penetration test or a broader security assessment, we can refer you to a specialist partner.
The fastest way to start is to book a 15-minute call. We'll answer your questions and set up your free baseline test on the spot. We reply to calls and email within one business day, Monday through Friday.
Free baseline test, pricing questions, or an annual invoice. Pick whatever time works for you.
(215) 938-1860
Leave a message and we'll call you back within one business day.
Spartan Wall Security is a Delaware corporation.