Cybersecurity built for tax professionals
From IRS compliance to real-time threat protection, we handle your cybersecurity so you can focus on serving your clients.
Everything your tax practice needs
Everything included in our tax security plan
Written Information Security Plan (WISP)
PTIN compliance documentation
Employee security awareness training
Phishing simulation campaigns
Endpoint detection and response (EDR)
Email security and encryption
Managed firewall and VPN
Encrypted backup and disaster recovery
Incident response planning
Annual security risk assessment
Vulnerability scanning
Dark web monitoring for your practice
Common questions
Yes. The IRS requires all tax return preparers with a PTIN to have a Written Information Security Plan, regardless of practice size. Our templates scale to fit solo practitioners.
Non-compliance can result in IRS penalties, potential loss of your PTIN, civil lawsuits from affected clients, and reputational damage that can end your practice.
With our templates and guided implementation, most solo practitioners can be compliant within a week. Larger practices typically take 2-4 weeks with our support.
Yes. Our managed security plans include continuous threat monitoring, quarterly vulnerability assessments, and annual compliance reviews to keep your practice continuously protected.
Protect Your Tax Practice Today
Schedule a free consultation with our cybersecurity experts. We'll review your current security posture and help you achieve full IRS compliance.
Protect your tax practice from cyber threats
Schedule a free consultation to assess your firm's security posture.