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.

  • Keep Your WISP Up-to-Date

    Your security plan is key to keeping your business secure - we provide lists, templates and samples.

  • Lock Down Your Systems

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


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.

Start Your Journey to Improved Data Protection Today

Browse our membership levels to determine what is the best fit for your needs.

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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.