Complete IRS compliance in one package
Everything your tax practice needs for full IRS cybersecurity compliance — WISP development, risk assessment, security controls, employee training, continuous monitoring, and incident response.
What's included
Custom WISP
Written Information Security Plan tailored to your practice.
Risk Assessment
Comprehensive gap analysis and vulnerability assessment.
Security Controls
Implementation of all required technical safeguards.
Employee Training
Annual security awareness training for all staff.
Continuous Monitoring
24/7 threat monitoring and alerting.
Incident Response
Custom playbook and on-call support.
Penetration Testing
Annual penetration testing of your systems.
Ongoing Management
Continuous compliance management and updates.
Choose your plan
Every plan includes a dedicated onboarding specialist and 30-day satisfaction guarantee.
Starter
For solo practitioners and small practices (up to 3 staff, 5 devices).
Professional
For growing practices (4–15 staff, up to 20 devices).
Frequently asked questions
Yes. The IRS requires every PTIN holder to have cybersecurity measures in place, regardless of firm size. Our Starter plan is specifically designed and priced for solo practitioners.
Under the FTC Safeguards Rule, every financial institution (including tax preparers) must designate a Qualified Individual responsible for overseeing the information security program. This can be an employee or a third party like Bellator.
Antivirus is one small piece of the compliance puzzle. IRS compliance requires a WISP, risk assessments, employee training, incident response plans, encryption, MFA, and ongoing monitoring. Our package covers everything.
Our incident response team activates immediately to contain the breach, preserve evidence, and guide you through IRS and state notification requirements. Our plans include on-call incident response support.
Yes. You can upgrade or downgrade your plan at any time. If your practice grows, we scale your security with you.
Starter: 1–2 weeks. Professional: 2–4 weeks. Enterprise: 4–6 weeks. Every plan includes a dedicated onboarding specialist to make the transition smooth.
Protect your tax practice from cyber threats
Schedule a free consultation to assess your firm's security posture.