Frequently Asked Questions


Cybersecurity Services

Our team continuously integrates the latest cybersecurity technologies and strategies into your security framework. This proactive approach ensures you are always several steps ahead of potential cyber threats, safeguarding your clientā€™s sensitive information

Our solutions are designed to be the only resource you’ll ever need for cybersecurity and compliance. We handle all aspects of security and regulatory compliance, updating your systems automatically to meet evolving IRS and FTC standards without any effort on your part

Absolutely. We tailor the creation and management of a WISP specifically to your practiceā€™s size and needs, ensuring optimal protection and compliance without any hassle for you

We provide full compliance with IRS and FTC regulations, ensuring that your practice is always protected and up-to-date with the latest security measures. Our services take care of everything in the backgroundā€”from implementing top-notch data protections to handling any changes in federal lawā€”so you never have to worry about compliance again

Continuous monitoring offers real-time threat detection and is far more cost-effective than periodic penetration testing. By monitoring your systems 24/7, we can immediately identify and mitigate any threats, keeping your client data secure and your practice compliant with federal regulations

We offer a security support line, providing you with immediate access to our cybersecurity experts for any concerns or issues. This service acts as your personal cybersecurity concierge, offering expert advice and rapid response.”

Federal Law and IRS Compliance

Your data security plan must be tailored to the size, scope, and complexity of your operations, as outlined in IRS Publication 4557 and supplemented by NIST publications like NISTIR 7621 and SP 800-18. It should cover everything from data access controls to emergency response strategies.

For urgent issues, we encourage you to call us for immediate assistance. Our continuous monitoring often allows us to detect and address intrusions before you’re even aware of them, ensuring the fastest possible response to potential threats

Yes, our services are bundled to provide comprehensive cybersecurity and compliance solutions. Get in touch with us to explore how these bundles can streamline your operations and provide cost-effective security coverage

Under GLBA, tax professionals are mandated to develop a Written Information Security Plan (WISP) that addresses their specific data security needs. This includes identifying potential risks, designing safeguards, and continuously updating these measures to protect client data effectively.

IRS regulations, detailed in Publications like 4557, ‘Safeguarding Taxpayer Data,’ require tax preparers to implement robust security measures including firewalls, antivirus software, and two-factor authentication to protect sensitive taxpayer information

No, a WISP alone is insufficient. It serves as a framework but must be actively implemented with specific security measures protecting machines that handle client and tax data. These measures are outlined in depth in IRS and NIST guidelines and need continuous refinement and application

Pricing and Subscription Options

Our WISP services are competitively priced to provide unmatched value. Included in the service is an annual lifetime review, ensuring your practice remains in compliance with evolving federal regulations year after year

We offer straightforward, per-machine pricing, ensuring clear and consistent costs whether you’re a sole practitioner or a large CPA firm. Please contact us to discuss your specific needs and learn how we can provide the best value for your practice

Our services are provided on a flexible month-to-month basis, allowing you to cancel at any time. Each plan includes an annual WISP review to ensure ongoing compliance with federal law

Adjusting your service package is simple and can be done anytime to match changes in your business. Contact us directly to modify your services as your needs evolve

Technical Support and Resources

All our educational materials are available on our website. You can easily access and download resources such as webinars, guides, and our latest articles to stay informed and enhance your cybersecurity knowledge base

We offer a variety of educational resources, including CPE courses, webinars, and regular newsletters. Our website features a rich library of articles and guides, such as the Employee Training Guide, Incident Response Plan, and Access Control Guide, which are designed to enhance your understanding and management of cybersecurity

You can reach out to us via phone, email, or by submitting a request on the portal on your machine. For non-urgent matters, we strive to respond as quickly as possible, typically within the same business day

For urgent issues, we encourage you to call us for immediate assistance. Our continuous monitoring often allows us to detect and address intrusions before you’re even aware of them, ensuring the fastest possible response to potential threats

Yes, we keep our clients informed through regularly updated articles, webinars, and newsletters. These resources provide the latest information on cybersecurity threats and best practices, helping you stay ahead of potential risks.

We provide technical support during business hours to address any cybersecurity concerns or issues you might encounter. Our team is ready to assist you via phone or email, ensuring you receive timely and effective solutions