Guardian Resources
A collection of valuable documents and templates for you to use in your organization, including templates, attachments, how-to guides, and more. Additional documents will be added monthly.
Welcome to Your Digital Resource Library
Editable WISP Sample 1
WISP Supplement
Technology Use Policy
Interview Questions
Glossary of Cybersecurity Terms
WISP Attachment - Firm Hardware Inventory
WISP Attachment - Authorized Users
WISP Attachment - IP Pin, PTIN, and EFIN Management
WISP Attachment - Firm Software Invenstory
WISP Attachment - Safeguarding Rules and Conduct
WISP Attachment - Usage of AI Platforms and Integrations
WISP Attachment - Password Policies
WISP Attachment - Intermingling of Personal and Enterprise Technology
WISP Attachment - Resolution Plan
Privacy Policy
Annual Report to the Board
WISP Attachment - Bring Your Own Device
WISP Attachment - Technology Use Policy
How To Block an Attachment in Microsoft 365
How To Block an Attachment in Google Workspace
Linking Duo to a Website
Financial Guardians Website Decal
Cyber Poster 1
Cyber Poster 2
Cyber Poster 3
Cyber Poster 4
Cyber Poster 5
Collection of IRS Resources