Compliance includes documenting two things: ▸ Credential exposure monitoring ▸ Data transmission security. Your practice software was not built for either. This covers that gap.
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Get My Free ReportWhen your practice software is accessed properly, it is designed to protect client data as it is stored and as it moves between you and your clients. But three things sit outside what any portal covers. Your own credentials, which can surface in a breach and quietly defeat every other control you have. Your connections when you work away from the office, on hotel, airport, and client-site networks you do not control. And the monthly record that proves your safeguards to a regulator, insurer, or examiner. That is the professional side, and it is where licensed professionals are most often left exposed.
"What did you do to protect client data?"
Most professionals don't have a clear answer. Client Data Safeguards gives you one.
Portals like TaxDome, SmartVault, SimplePractice, and Clio handle how client data moves between you and your clients. They were never built to watch your own credentials, protect your connections when you work away from the office, or produce the monthly record an examiner asks for. That is the professional side, and it is exactly what this adds.
Credential monitoring and monthly documentation, with encrypted connections for when you work away from the office. One practical service.
You enroll the email and domain you use to access client systems. Each week, the monitoring you've enabled checks them against breach databases and dark web sources. A stolen credential can defeat your practice software and your MFA, so the moment yours surfaces, you see it. Team Check extends the same protection to every professional and support staff member in your practice.
Check Your RiskAn on-demand Safeguards Attestation, prepared in your firm's name and stamped with the date of printing, ready to file with your WISP. Pull it when you need it, for an audit, a client request, or onboarding. Practice-software portals and consumer VPNs were not built to produce this. No integration required. Recommended by IRS Pub 4557. Aligned to your profession's specific regulation.
See Sample DocumentsAES-256 encrypted network access, kill switch on by default. Its value is clearest on the networks you do not control: hotel WiFi, the airport, a client office, a conference, the coffee shop. Protection that travels with you. No IT setup.
Start NowLicensed professionals are increasingly expected to protect client data and document reasonable safeguards. Most cybersecurity systems were built for enterprise organizations, not for solo and small practices. Client Data Safeguards focuses on two of the five safeguard categories every compliance program must address, plus monthly documentation to help evidence the work. Here is the landscape, and where this product fits.
Each layer matters. Full-service IT and compliance providers (MSPs and large compliance platforms) typically handle all five at significantly higher cost. Most independent practices already address layers 2 and 3 through their existing practice software. Client Data Safeguards is built for the two practical areas most often overlooked: protecting client data in transit (layer 5) and monitoring credential exposure (layer 4), with monthly documentation that helps evidence the work across all five. Your secure portal already covers how client data reaches your clients. These two layers cover your side: the connections you use when you work away from the office and the credentials that protect them.
Two tools live in your Safeguards Dashboard. You generate the Service-Provider Safeguards Attestation on demand, stamped with the date of printing. You schedule the Privacy Practice Log to arrive in your inbox on the day and time that suits your compliance calendar. Practice-software portals and consumer VPNs were not built to produce these. We give you documents that file alongside your existing compliance paperwork.
A Service-Provider Safeguards Attestation, prepared in your firm's name and stamped with the date of printing. Structured around the NIST Cybersecurity Framework 2.0 and mapped to your profession's specific regulation. Recommended by IRS Pub 4557. Generated on demand: pull it the moment you need it, for an audit, a client request, or onboarding.
Sample · Healthcare variant · Cover page (1 of 7). Built on NIST CSF 2.0. The remaining six pages contain your firm's full safeguards attestation. No integration required. It files alongside your existing compliance documentation. Nothing to install, configure, or connect.
Sign in, select the tool. The Attestation generator builds your PDF on demand. The Privacy Practice Log scheduler delivers your monthly credential-monitoring record by email on a day and time you choose. You stay in control of when, how often, and to which inbox.
You select your profession, name your firm, and click Generate Attestation PDF. The document is yours within seconds, stamped with today's date.
You pick the day, the time, the timezone, the inbox. The Log arrives every month, automatically, on your compliance calendar.
The Privacy Practice Log documents your credential-monitoring activity for the prior month, citable in your HIPAA risk assessment and Reg S-P WISP. The monitoring you've enabled also sends a credential exposure alert the moment something surfaces: calm, specific, and with exactly what to do next.
Arrives on your schedule. Exportable. Citable in your HIPAA risk assessment and Reg S-P WISP by name.
Calm, specific, actionable. When monitoring you've enabled surfaces an exposure, you see it immediately, with exactly what to do next.
Your secure portal already handles the client side, and nothing here changes that. What changes is the professional side. The three things that sit outside any portal, your credentials, your connections away from the office, and your monthly documentation, move from unguarded and undocumented to covered and on record.
You're not wondering if you missed something. Client Data Safeguards runs quietly, protecting every connection, every day.
When clients or regulators ask how you protect their data, you have a specific, documented response, not a guess.
Know about credential exposure before it becomes a problem. Weekly scans of breach databases and active dark web markets.
No scrambling to explain your setup. Monthly Privacy Practice Log, HIPAA language, WISP paragraphs, ready when needed.
No ongoing management. No IT required. Encrypted automatically on every enrolled device, every location.
You're handling client data the right way, and you have the records to support that position with anyone who asks.
Every connection Client Data Safeguards encrypts protects everything traveling across it simultaneously. Your client systems, your practice email, and your own bank, investment, and financial accounts. Professional protection that quietly covers your personal credentials too.
Takes a few minutes. Tell us how many licensed professionals are in your practice and we calculate your rate. No tiers to choose between.
Your connections are secured immediately across all your enrolled devices. Documentation is available the same day.
Credential monitoring runs weekly. Your Privacy Practice Log builds automatically each month. Nothing to manage.
You have 30 days to decide if this fits your practice. If it doesn't, you get a full refund. No questions asked. And the price you start with is the price you keep, written into your terms of service.
"I left a large firm to run my own practice as an Investment Advisor and Insurance Agent, and discovered firsthand what nobody warns you about: the constant worry of whether you are doing enough to protect client data. No compliance department. No IT support. Just you, your clients, and a growing stack of regulatory obligations with no clean answer to any of them.
That worry is what built this service. I found the gap that sits outside what your practice software covers, the professional's own credentials, connections, and documentation, and I built a system to close it: credential monitoring, the monthly documentation, and the encrypted connections that together give every independent practitioner the same defensible answer I wish I had."
Wes · Founder, Client Data Safeguards · CactusVPN
Many of our subscribers have a technical person review a decision like this, and we welcome it. The no-logs claim behind the service was independently audited by Securitum, and the work aligns with federal references your advisor will recognize: CISA guidance, the FTC Safeguards Rule, and NIST CSF 2.0. Forward this page to whoever vets your tools. Scrutiny is the point.
The encrypted connections in Client Data Safeguards run on CactusVPN, a privacy company operating since 2011. The no-logs claim isn't ours to simply assert: it was audited by Securitum, and the underlying VPN has been independently reviewed and ranked by reviewers who take no payment for their verdicts. That independence is the point. Your client data deserves an engine that earns trust on the record, not one that buys it.
“Don’t let the cute cactus logo fool you. The team behind CactusVPN is seriously dedicated to making a great VPN product, and that’s how they’ve climbed up to Tier 1 on my tier list. I don’t trust many VPNs these days, but CactusVPN is one of them.”Tom Spark · Independent VPN reviewer · ranks CactusVPN Tier 1 on his public, non-sponsored tier list
Enter the email address you use to access your client systems: your EHR, CRM, or practice portal. We’ll run it through xonPlus credential intelligence and email you a report within 24 hours.
Reports arrive within 24 hours. Our business is built upon privacy; we do not share your email address.
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Sample report. Yours arrives by email within 24 hours of submitting your address.
Many of our customers serve other licensed professionals. The compliance burden you carry is the same one your clients carry. When you adopt a documented safeguards program, you're modeling the practice you would want them to adopt for their own clients' data.
Every telehealth visit, every chart note, every insurance submission travels across your internet connection. Whether you're in a solo practice or a multi-clinician group, the same rule applies: HIPAA's transmission security obligation covers the connection itself, not just the platforms you use. Client Data Safeguards encrypts that transmission, monitors your credentials for dark web exposure, and gives you the HIPAA conduit documentation to back it up.
HIPAA Security RuleEvery login to your CRM or custodian portal is a potential exposure point. The SEC's Reg S-P amendments require a Written Information Security Program naming the tools you use, by June 3, 2026. This plan is that tool, citable by name, WISP language included.
SEC Reg S-P · June 2026SSNs. Tax returns. Bank statements. Moving across your network every day, often on connections you did not configure and cannot fully control. The FTC Safeguards Rule deadline was June 2023. If your Written Information Security Program doesn't name the specific tools protecting your data transmission, it doesn't meet the current standard. Your next audit or renewal will surface that gap.
FTC Safeguards Rule · deadline passed June 2023More than 5 professionals, or a unique situation? Contact us →
6 questions. 2 minutes. A personalized score showing exactly where your practice is exposed, and what to do about it before the June deadline.
What most financial advisors miss: Security is not just about protection. It is about knowing what is already exposed. Client Data Safeguards monitors your email and domain for breach exposure, documents your safeguards every month, and protects your connections when you work away from the office.
A generic compliance guide is broad. A guide written for your profession, your regulations, your exposure risks, your clients, answers the question that actually matters: "Have I done enough?"
Most of our subscribers already use a practice software secure portal, and they keep it. It handles how client data reaches your clients. Client Data Safeguards covers the professional side that sits outside it: monitoring your email and domain for breach exposure, the monthly documentation that proves your safeguards, and encrypted connections for when you work away from the office. It stacks with the tools you already have rather than replacing them.
What we are:
What we aren't:
We aren't hosting. If you use a hosted desktop service for your practice software (such as Right Networks or Verito for tax software, or a HIPAA-compliant cloud host for your EHR), your software keeps running there. We protect the connection between your device and that hosted environment.
We aren't your managed IT provider. If you have an IT partner managing your office network, antivirus, and patching, we don't replace them. We add the encrypted transit and credential monitoring layers they typically don't provide.
We aren't endpoint protection or antivirus. Tools like SentinelOne, CrowdStrike, or Microsoft Defender protect the device itself. We protect what travels off the device.
We aren't your practice software's security. Your practice software (your EHR, tax suite, case management, or financial platform) has its own built-in security: TLS, MFA, and the rest. We add another layer between your device and that software.
The simplest way to think about it: your practice software protects your clients' data where it lives and how it reaches them. Client Data Safeguards covers your side. The credentials you log in with, the connections you use away from the office, and the monthly record that proves it. That side has historically been the part practice software does not cover, and it is exactly where the federal and professional frameworks focus: the FTC Safeguards Rule (16 C.F.R. § 314.4(c)(3)), the HIPAA Security Rule (45 C.F.R. § 164.312(e)) for healthcare, SEC Reg S-P for financial advisors, ABA Formal Opinion 477R for attorneys, and IRS Pub 4557 for tax preparers.
You don't have to remove a single existing tool to add Client Data Safeguards. It works in parallel with everything you already have.
Bring it to whoever vets your tools. The no-logs claim behind the service was independently audited by Securitum, so the central trust claim is verifiable rather than asserted. The program is structured on NIST CSF 2.0, the federal standard examiners and cyber insurers recognize, and it aligns with CISA guidance and the FTC Safeguards Rule.
A practical way to decide: if you already use a practice software secure portal and want to know what it leaves uncovered, the answer is your own credentials, your connections when you work away from the office, and the monthly record that proves your safeguards. If those three gaps matter to your obligations, this is built for them. If a technical advisor reviews it, that is exactly the kind of scrutiny we want, and the audit and framework references give them something concrete to check.
Client Data Safeguards protects every device where you install our software. We support Windows, Mac, iOS, and Android, with a separate download for each. Once installed, the device is enrolled, and any connection that device makes is automatically encrypted, on any network.
If you use a device for work that doesn't have the Client Data Safeguards app installed on it, that device is not protected. Most professionals install on three to five devices: their primary laptop, their phone, and any tablet or backup laptop they use for work. Some firms also deploy at the office router level for additional coverage of stationary devices.
There is no per-device fee and no device limit. Your subscription covers every device you install on.
Yes, for a different reason. Your software protects data stored on its servers. Client Data Safeguards protects the connection between your device and the software. When you log in from your home network, a shared office, or anywhere else, the platform's compliance does not protect that connection. That is the specific gap Client Data Safeguards closes.
For most solo practitioners, probably not, provided your VPN qualifies as a conduit under the HIPAA Conduit Exception Rule. A conduit transmits data without storing it. Our independently audited no-logs policy is the evidence that supports conduit status. We include the exact language for your risk assessment.
Yes, and it has already passed. The FTC Safeguards Rule took effect June 9, 2023. It applies to any business handling consumer financial data, including CPAs, tax preparers, bookkeepers, and accountants who file returns or manage client financial records.
The updated rule goes beyond the original IRS Publication 4557 WISP requirement. Your Written Information Security Program must now name specific technology tools protecting your clients' data. It cannot just describe general practices. If your current WISP says "we use encryption" without naming the specific product, it does not meet the current FTC standard.
Client Data Safeguards provides documentation language that names the service specifically and is ready to adapt into your WISP. Subscribers should reconcile the language with their actual operating practice, ideally with their attorney or compliance advisor.
The SEC's amended Regulation S-P requires investment advisors (including smaller firms) to maintain a Written Information Security Program naming specific security tools. Deadline for smaller firms: June 3, 2026. We provide documentation language that names Client Data Safeguards by reference, ready to adapt into your firm's WISP with appropriate review.
You enroll the email addresses and domain you use to access your practice systems: your EHR login, CRM, client portal. Each week, the monitoring you've enabled checks multiple breach intelligence sources, including public breach databases, active dark web markets, and stealer log feeds. If your professional credentials surface in a known breach, you see it immediately. Results are summarized in your monthly Privacy Practice Log, part of your monthly coverage record.
No. Any product that claims this is overstating. Each regulation requires administrative, physical, and technical safeguards across multiple dimensions. Client Data Safeguards addresses transmission security and documentation: important components of a compliance program. The documentation we include helps you place it correctly within your broader obligations.
The encrypted connections run on CactusVPN, a privacy company that has operated since 2011, fifteen years of running production privacy infrastructure. Two things make that trustworthy rather than just asserted. First, the no-logs policy was independently audited by Securitum, a respected European security firm, so the central privacy claim is verified by a third party rather than taken on faith. Second, the underlying VPN is independently reviewed: it holds a Tier 1 ranking on a well-known public reviewer's non-sponsored tier list, the kind of rating that cannot be purchased. For client data, an engine that earns trust on the record matters more than a familiar brand name.
The NIST Cybersecurity Framework 2.0, released in February 2024. NIST CSF is the federal standard for managing cybersecurity risk, voluntary by design but referenced by regulators, examiners, and cyber liability insurers as the structural template for a credible security program. CSF 2.0 was broadened to apply to organizations of any size, with a companion Small Business Quick Start Guide that makes the framework usable for solo and small practices.
Your Safeguards Attestation is organized around NIST CSF 2.0's six functions (Govern, Identify, Protect, Detect, Respond, Recover) and then mapped to your profession's specific regulation: WISP and IRS Pub 4557 for tax preparers, HIPAA Security Rule for healthcare practices, Reg S-P for investment advisors, and tech-competence and confidentiality duties for attorneys. The framework does the structural work; the profession-specific citation does the regulatory work.
The monthly price in your subscription is contractually committed in your terms of service, not a promotional rate. Several major consumer VPN providers face active class-action lawsuits over charging subscribers at auto-renewal rates significantly higher than their original subscription price, without adequate disclosure. Your rate is locked. In writing.
That is great, and you should absolutely keep it. Your managed cybersecurity platform watches the device layer: it monitors your laptop and devices for malware, phishing attempts, and suspicious activity. Client Data Safeguards covers a different layer entirely. It protects the connection between your device and the systems you use, particularly when you are working remotely.
HIPAA transmission security requirements are specifically about that connection. Most practices that take compliance seriously use both, because they solve different problems. Managed cybersecurity watches what happens on your device. Client Data Safeguards protects what travels across your connection, and monitors whether your professional credentials have already appeared in breach databases or dark web markets.
Not redundant. It covers a different layer. Think of protection in three distinct zones. The device layer is where your IT provider's tools live: endpoint protection, threat detection, device management. The application layer is where your EHR, CRM, and practice software encrypt data on their own servers. The network layer (the connection between your device and those applications) is where Client Data Safeguards lives. Few IT providers or practice applications focus on that specific layer for a licensed professional's compliance obligations.
Yes, and this is worth understanding. A VPN encrypts everything traveling across your connection simultaneously. When Client Data Safeguards is active and you log into your bank, your brokerage account, or your investment portal, those connections are encrypted in exactly the same way as your client systems. It was built for your professional obligations, but it protects every credential you transmit while it is running, personal and professional alike.
This also matters for your practice staff. Every employee device enrolled in your plan has the same protection for their own accounts as they do for client systems. One subscription covers the professional layer and the personal layer for everyone in your practice.
Yes. There are two specific recommendations worth sharing with clients who handle sensitive communications. First, a personal VPN on a client's own device encrypts their outbound connection before it reaches your practice systems. For clients who send you sensitive documents, medical information, or financial records, a consumer VPN adds meaningful protection on their end. CactusVPN's personal plan (the same audited infrastructure behind Client Data Safeguards) is a straightforward recommendation for clients who ask.
Second, advise clients explicitly that text messaging is not a secure channel for sensitive information. SMS is unencrypted and should never carry health information, financial details, social security numbers, or any other protected data. Your practice's secure messaging portal or encrypted email is the appropriate channel. Your Documentation Pack includes a plain-English client communication guide with this language included.
You didn't build your practice to worry about data security. But it is part of the job. Client Data Safeguards is a straightforward way to take care of it without adding complexity to everything else you already manage.