Monthly care

Keep your plan true, all year.

Staff come and go, devices get replaced and software changes. Monthly care keeps your safeguards and your written plan in step with your office.

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Options

Two ways to stay current.

Both start after a completed Readiness Package, so we're building on a plan we know.

Once a year

Annual WISP Review

$495/ year

Per office, up to 15 users

  • We review and update your WISP and risk notes
  • Qualified Individual, staff access and vendor list rechecked
  • MFA, backups, device encryption and training confirmed
  • An updated gap list: what's closed and what's still open
Ask about the yearly review

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All year

Every month

Monthly care

Pricing coming soon

Per office · 3-month minimum, then month to month

  • Plan upkeep as your office changes
  • Quarterly settings checks: MFA coverage, admin roles, backups and restore tests
  • Monthly alert review during business hours
  • The annual review and a draft annual report for your Qualified Individual
Ask about monthly care

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Monthly care has a 3-month minimum. You can give notice during those 3 months so it ends right at month 3; after that it's month to month with 30 days' notice. Monthly care includes the annual review.

Ongoing IT

Managed IT

Pricing coming soon

For offices that want us to run the day-to-day IT work, remotely, so the protections in your plan stay switched on.

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  1. Staff accounts

    Adding and removing staff, with MFA set up from day one and admin access limited to the people who need it.

  2. Devices

    Making sure computers get security updates and that disk encryption and device protection stay on.

  3. Email security

    Keeping SPF, DKIM and DMARC in good shape so others can't easily send mail that looks like yours.

  4. Backups

    If your office adds backup, we check that it ran and test a restore on a schedule we agree with you.

  5. Questions and a monthly note

    Everyday questions answered by email during business hours, and a short monthly note on what we checked and changed.

Not included: on-site visits, 24/7 monitoring or emergency incident response, tax software support, and servers, on-premises networks or firewalls (handled by change order). Licenses stay in your name and are never marked up.

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.

Book the free checkupOr take the checkup online

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