01 Compliance Pack

Somebody is going to ask for proof.

An auditor, your card processor, the Bar, or the insurance company at renewal. You run the place, so the question lands on you. The Compliance Pack keeps the answers written down and current, all year.

$299 / office / mo on Office or AI + ERP

02 Who needs it

If one of these is yours.

Different rules, same ask: show that you protect the data, and show it in writing.

HIPAA

Dental and medical practices

If you store patient records, the Security Rule expects safeguards and proof you have them. The risk assessment is the piece most small practices are missing.

Free HIPAA Gap Check
Texas Bar

Law firms

Lawyers have to understand the tools they use and protect client information. The pack is the policies, the training records, and the access reviews. The firm still owns the duty.

PCI

Retail and anyone taking cards

Your processor sends a questionnaire every year. The pack keeps the policies, the access list, and the logs in one place so you can answer it. You still sign the form. The pack is sold on Office and AI + ERP; Support does not include it.

IRS Pub 4557 / WISP

Tax preparers and CPAs

Tax preparers need a written information security plan. The pack keeps the policies, training records, and access reviews behind it current.

Free WISP Score
Cyber insurance

Everyone

Renewal forms keep getting longer. MFA, backups, training, incident response. We fill in the questionnaire with you every renewal.

Free Cyber Score
03 What is in the pack

The paperwork, done and kept.

For practices, firms, and shops that answer to HIPAA, PCI, or a cyber-insurance form.

  • A yearly security risk assessment, done with you
  • One binder, kept current all year, that you can hand over for the insurance renewal, your written security plan (WISP), or an audit. Lined up against HIPAA, PCI, and NIST
  • Written policies: security, acceptable use, incident response
  • Training records from every fake scam email and session
  • Quarterly access review: who can get into what
  • Your cyber-insurance questionnaire, filled in every renewal

Read this part

We help you meet the rules and keep the proof. We do not certify you, and your practice or firm still owns its obligations.

04 How it fits

It sits on top of a plan.

Just the computers

Support

Not available

Support looks after the computers only. The pack needs the security monitoring, backup, and admin that start on Office.

What Support covers

The whole office

Office

Add it for $299 a month

Office already includes backup, security monitoring, and a fake scam email with training twice a year. The pack adds the assessment, policies, reviews, and the binder.

What Office covers

More hands

AI + ERP

Add it for $299 a month

Same as Office. AI runs on the same monitoring, backup, and admin, so the pack adds the same assessment, policies, reviews, and binder.

What AI + ERP covers
05 Questions

Before you ask.

Does this make us compliant?

We help you meet the rules and keep the proof. We do not certify you, and your practice or firm still owns its obligations.

Who fills out the risk assessment?

We do it with you. We bring the technical answers from the systems we manage. You answer the questions only your practice or firm can answer, like who handles records and how.

What happens when an auditor or insurer asks for proof?

You hand them the binder. It holds the assessment, the policies, the training records, and the access reviews, kept current all year instead of assembled the week before.

Can I buy it without a plan?

No. The pack depends on the monitoring, backup, and admin we run on Office and AI + ERP. On either one it is $299 a month per office.

Not sure where you stand today?

Start with a free check. The HIPAA Gap Check, the WISP Score, and the Cyber Score each give you a written result. Nothing to buy.

01 Start here

See where you stand first.

Like a credit score, but for your business's cybersecurity.

The questions an insurer or auditor asks start with the basics: is MFA on, and has anyone tested a restore lately. The Cyber Score checks those in two minutes. The report is yours either way.

Owner-operated in Lubbock · (806) 370-4700

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