March is not the month to learn IT.
You want one bill and one number for the whole office. In tax season, a down computer is a return that does not get filed. On Office we start the work within 2 business hours, 8am to 5pm. The rest of the year, the IRS still expects a written security plan.
- The plan for tax practices
- Office
- Per person, 4 or more people
- $249
- Compliance Pack, per office
- $299
Five vendors and a plan nobody wrote.
The tax software, the email, the phones, the internet, and the copier all have their own support line. When something breaks the week before a deadline, somebody in your office spends the afternoon on hold.
Paid preparers are expected to keep a Written Information Security Plan under IRS Publication 4557 and the FTC Safeguards Rule. Most small firms know they need one. Fewer have one they could hand over. What a WISP is, in plain English.
Then the cyber-insurance renewal shows up with questions about backups, MFA, and training that nobody in the office can answer with confidence.
We run the office.
We keep the office safe and running, and we chase the vendors. The planning is still on you.
- We watch every computer for sign-ins and software that should not be there
- Every computer backed up and kept for 1 year, with a restore tested by a person every month
- Twice a year we send a fake scam email, then train whoever clicked
- Google Workspace or Microsoft 365, paid for and run by us
- A desk phone and a line that rings for each person
Add the Compliance Pack.
$299 a month for the office. It keeps the paperwork a WISP and an insurance renewal ask for, and updates it all year.
We help you meet the rules and keep the proof. We do not certify you, and your practice or firm still owns its obligations.
Check your WISP first, free- 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
The math.
$1,245
5 × $249
$299
Per office
$1,544
Sales tax not shown
Office is $499 for one person, $349 each for two, $299 each for three, and $249 each from four. 6 months and setup is free, or pay setup (one month of Office) and go month-to-month.
See where your practice stands before the season does.
Like a credit score, but for your business's cybersecurity.
It is free and takes about two minutes. You get a grade on the screen, and the written report by email if you want it.
Owner-operated in Lubbock · (806) 370-4700