Unlock the Full FTC Safeguards Risk Assessment Professional Toolkit
Go beyond the Starter limits with unlimited assets, advanced risk scoring, dashboards, and audit-ready reports designed for tax, accounting, and financial firms.
- Unlimited assets, threats & risks
- Executive dashboards & heat maps
- Compliance tracking for FTC Safeguards & IRS WISP
- Priority email/Zoom support
Why the Starter Version Isn’t Enough for Real Compliance
The Starter version of the FTC Risk Assessment workbook is perfect for getting your feet wet. But once you start documenting real systems, clients, and threats, you’ll quickly hit its limits:
- Row caps on assets, threats, and risk entries
- Locked-down formulas and no customization
- No executive dashboards or printable, board-ready summaries
- No ongoing compliance tracking or change history
Compare: Starter vs Professional
| Feature | Starter (Free) | Professional (Upgrade) |
|---|---|---|
| Asset Inventory | Up to 25 assets | Unlimited assets |
| Threat Assessment | Up to 15 threats | Unlimited threats + threat libraries |
| Risk Calculation | Up to 25 risk entries | Unlimited risks with advanced scoring |
| Dashboards & Reports | Basic summary only | Executive dashboards, heatmaps, printable reports |
| Compliance Tracking (FTC/IRS WISP) | Not included | Full tracking & status views |
| Customization | Formulas locked, structure fixed | Editable formulas, advanced configuration |
| Support | Self-service | Priority support + onboarding call |
| Licensing | Single practice only | Options for multi-office or MSP licensing |
What’s Included in the Professional Version
Unlimited Records
Track every asset, threat, vulnerability, and risk without hitting Starter caps. Document your entire technology environment without compromise.
Executive Dashboards
Visual risk heatmaps, summaries by system, and print-ready PDF reports for management and auditors. Make informed decisions at a glance.
Compliance Mapping
Fields and views aligned to FTC Safeguards Rule and IRS WISP expectations, helping you show documented effort during reviews.
Customization & Flexibility
Unlock formulas and layouts so you can adapt the workbook to your firm’s workflows or your client base’s unique needs.
Ongoing Updates
Access to updates as FTC and IRS expectations evolve. Stay current without rebuilding your compliance framework from scratch.
Support & Guidance
Priority support from RebootTwice when you get stuck, plus optional implementation assistance to get you up and running fast.
How Upgrading Works
Purchase Professional
Choose your license option (single office, multi-office, or MSP) and complete checkout securely.
Receive Your License & Pro Workbook
You’ll get an email with your download link to the Professional workbook, your license key/password, and activation instructions.
Implement and Document
Import any data from your Starter version (copy/paste) and begin using the full capabilities: unlimited records, dashboards, and compliance tracking.
What Other Firms Are Saying
“The Professional workbook turned our WISP from a messy Word document into a living risk register we can actually manage.”
“During our IRS-related review, having a structured risk worksheet and treatment plan made the conversation much smoother.”
“Worth every penny. The dashboards alone save us hours when preparing for client meetings and board presentations.”
Frequently Asked Questions
Q1: What’s the difference between the Starter and Professional versions?
The Starter version is capped (25 assets / 15 threats / 25 risks) and has locked formulas with no dashboards or compliance tracking. The Professional version removes those limits, adds dashboards and tracking, and allows deeper customization.
Q2: How do I receive the Professional version after payment?
After purchasing, you’ll receive an email with a download link and your license/activation details. You’ll be able to open the workbook in Excel and unlock the Professional features immediately.
Q3: Can I use this across multiple offices or clients?
Single-practice licenses are for one firm or office. If you’re an MSP or support multiple tax/financial practices, ask about our MSP / multi-client licensing options.
Q4: Do I need macros enabled?
The Starter version runs without macros. The Professional version can remain macro-free or use optional VBA-based activation and dashboards, depending on the edition you choose.
Q5: Do you help implement the risk assessment?
Yes. Professional licensing includes options for implementation support, configuration guidance, and training add-ons for your staff or clients.
Ready to Move Beyond the Starter?
Turn your basic spreadsheet into a full FTC Safeguards risk management system. Unlock unlimited records, dashboards, and compliance tracking with the Professional version.