IT for tax offices
IT and security for small tax offices.
One path from “not sure where we stand” to secured, documented and kept current. We do the hands-on work remotely and put everything in writing.
How the work goes
Checkup, package, care. In that order.
Most offices move through three steps. You see the scope and the price before any paid work starts, and you can stop after any of them.
- 01 · Free
Free security checkup
Answer 17 plain-English questions. See your readiness level and top gaps, then talk it through on a free 20-minute call.
Free - 02 · Core package
Readiness Package
We make the recommended changes, write your WISP and policies, and hand you a record of the work.
$950 launch price - 03 · Ongoing
Monthly care
We keep your plan and settings current as staff, devices and software change.
Pricing coming soon
Step 1 · Free
Free security checkup
Find out where your office stands in about 5–10 minutes, with no sales call required.
Is two-step sign-in turned on for everyone's email and other important accounts?
17 plain-English questions
MFA, backups, passwords, devices, email, staff training, your written plan and more. Five core items count extra.
Your result, right away
A readiness level, quick wins you can do yourself and short notes on why each gap matters. It isn't a pass or fail.
A free 20-minute call, if you want one
On a free 20-minute call we'll go through your results, your top 3 gaps and your next steps, then send you a written summary.
Private by design
The checkup never asks for your name, email or passwords. It's scored in your browser, and your answers aren't stored or sent.
Step 2 · Core package
Readiness Package
One fixed fee. We make the recommended changes, write your plan and leave you with proof. About 2–3 weeks.
- Settings review and gap reportMicrosoft 365 or Google Workspace: MFA, admin roles, email security, backups and device protection.
- We make the recommended changesRemotely, with your approval, through a named account you control.
- Your WISP and policiesWritten for your office, following the IRS Publication 5708 structure, with a written risk assessment and incident response plan.
- Proof and handoverA record of what changed, a staff training checklist and a 60-minute readout call.
Step 3 · Ongoing
Monthly care
A security plan only helps if it stays true. Staff change, devices change, software changes.
Annual WISP Review
$495 / year
Once a year we review and update your WISP and recheck access, MFA, backups, devices and vendors.
Monthly care
Pricing coming soon
Plan upkeep, quarterly settings checks and the annual review, handled for you all year.
When you need more
Extra hands-on help, when it fits.
These sit alongside the main path. They aren't extra packages you need to choose between.
Fix-It sessions · $300
Two hours of hands-on remote work on items from your gap report that go beyond the package, with a written recap of what we changed.
Managed IT · Pricing coming soon
Ongoing remote IT for offices that want us to run the day-to-day: staff accounts and MFA, updates, encryption and email security.
Prefer to do it yourself? The DIY kit is coming soon. It isn't for sale on this site yet. Pricing coming soon.
Fit
Who this is for.
We'd rather tell you up front than sell you something that doesn't fit.
A good fit
- Tax preparers, enrolled agents and bookkeepers who prepare returns
- Offices with up to 15 users on Microsoft 365 or Google Workspace
- No in-house IT person, or one who's stretched thin
- You want the work done and documented, not a to-do list
Not what we do
- Legal advice, or deciding whether your office meets the rule
- 24/7 monitoring or emergency incident response
- On-site visits, servers or on-premises networks
- Tax software support (Drake, Lacerte, UltraTax, ProSeries)
Questions about timing or scope? Read the FAQ or see who we are.
Every offer covers up to 15 users; over 15 users, custom quote. Terms are in your written scope.
Readiness help, not legal advice. You name your own Qualified Individual, confirm your own coverage and consumer count, and own your program. We describe readiness and gaps; we don't determine whether your office meets any law.
Free security checkup
Find out where your office stands.
Take the free 17-question checkup, then book a free call. On a free 20-minute call we'll go through your results, your top 3 gaps and your next steps, then send you a written summary.
Opens an email to hello@assurbyte.com. Send two times that work and we'll confirm within one business day.