Questions, answered plainly.

We help small tax offices get their security in order and keep it that way. We review your Microsoft 365 or Google Workspace, make the recommended changes, write your WISP and policies, and leave you with a record of the work. Then we can keep it current with monthly care.

We make them. With your approval, we work through a named account with MFA that you control, and you can watch on screen-share if you like. When the work is done, you remove our access and keep the record of every change.

A remote settings review, the recommended changes, a readiness gap report, a written risk assessment, your WISP following the IRS Publication 5708 structure, core security policies, an incident response plan, a staff training checklist and a 60-minute readout. See the full scope.

About 2–3 weeks from when we receive your completed questionnaire. Most of that time depends on how quickly the questionnaire comes back and how long your review takes.

Yes. We work by video call, screen-share, email and shared documents, anywhere in the United States. We don't do on-site visits.

Yes. See how buying works. Online checkout isn't live yet, so for now you start by email. The free 20-minute checkup call is always available if you want to talk first.

Yes. Tax preparers are covered by the FTC Safeguards Rule (16 CFR 314), and IRS Publication 5708 describes what their WISP should include. You confirm your own coverage.

No. Our work is technical and administrative, not legal advice. We do not certify anyone, and only you, your counsel or a regulator can decide whether your office meets the rule. What you get is the work done, a clear written plan and a record of what changed.

We can't promise that or predict coverage or premiums, and we never complete or sign insurance applications.