This free checkup is an educational tool, not a security audit or compliance certification. It does not mean you meet the Safeguards Rule or any other law.
USPAP generally expects a workfile to be kept for at least five years after preparation, or two years after a court case ends, whichever is longer. A state rule, a lawsuit, or a client agreement can require longer. This checkup cannot confirm that you kept records long enough.
Some appraisal businesses are covered by a federal rule that requires them to protect customer financial information. The exact requirements depend on the business. This checkup helps you understand common protections. It does not decide whether that rule applies to you.