Readiness Package
We do the work. Then we put it in writing.
One fixed-fee package for small tax offices: we review your setup, make the recommended changes, write your WISP and policies, and leave you with proof of what was done.
What you get
Three outcomes, one fee.
Everything below is included in the $950 launch price. No hourly billing, no surprise add-ons.
We make the changes
We review your Microsoft 365 or Google Workspace and make the recommended changes remotely, with your approval: MFA on every account, tighter admin roles, email security (SPF, DKIM and DMARC), backup settings and device protection.
We write your plan
Your WISP, written for your office and following the IRS Publication 5708 structure, plus a written risk assessment, core security policies and an incident response plan with the FTC notification steps.
We leave you with proof
A readiness gap report, a record of every change we made and when, a staff training checklist and a 60-minute readout call that walks you through all of it.
Full scope
Everything included.
Mapped to the FTC Safeguards Rule (16 CFR 314.4). You get it all in writing before we start.
- Remote settings reviewMicrosoft 365 or Google Workspace: MFA, admin roles, email security, backups and device protection.
- Hands-on changesWe make the recommended changes from the review, with your approval, through a named account with MFA that you control.
- Safeguards readiness gap reportWhat's in place, what isn't and what we changed, mapped to 16 CFR 314.4.
- Written risk assessmentCovering your data, systems, people and vendors.
- Your WISPWritten for your office, following the IRS Publication 5708 structure.
- Core security policiesAccess, encryption, retention and disposal, change management, logging and vendor oversight.
- Incident response planIncluding the FTC notification steps.
- Qualified Individual templatesA designation template and an annual report template. You name your own Qualified Individual.
- Testing and monitoring planA written plan. We don't perform pen testing or vulnerability scanning.
- Staff training checklist and 60-minute readoutSo everyone knows what changed and why.
How it goes
About 2–3 weeks, start to finish.
Timing runs from when we receive your completed questionnaire. Most of it depends on how quickly the questionnaire comes back and how long your review takes.
Kickoff
A short call and a plain-English questionnaire about your people, devices, accounts, email, backups and vendors.
Settings review
You set up a named account for us with MFA. We review your Microsoft 365 or Google Workspace and list what needs to change.
We make the changes
You approve the list, then we make the changes at a time that suits your office.
We write your plan
Your WISP, risk assessment, policies and incident response plan, built around what's now in place.
Readout and handover
A 60-minute walkthrough. You keep the documents and the change record, and you remove our access.
Buy without a call
Start the Readiness Package.
Launch price for our first five client offices. After that, the package is $1,250.
- Email us to startOnline checkout isn't live yet. Email hello@assurbyte.com with your office name. No call needed.
- We confirm your written scopeWhat's included, the start date and how to pay, in writing, before any paid work starts.
- Fill in a short questionnaireAbout how your office works. No passwords or client data.
- We get to workKickoff, changes, plan and readout in about 2–3 weeks.
Buy the package · $950
Online checkout isn't live yet. Nothing will be charged on this page.
To start now without a call, email hello@assurbyte.com with “Start the Readiness Package” and your office name. We'll reply within one business day with your written scope and how to pay.
Prefer to talk first?
Book a free checkup 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. There's no obligation.
- 20 minutes, by video
- Your top 3 gaps and next steps
- A written summary afterwards
Opens an email to hello@assurbyte.com. Send two times that work and we'll confirm within one business day.
Not sure yet? Take the free checkup online first. It takes about 5–10 minutes.
Not included
- Pen testing or vulnerability scanning
- Legal advice, or deciding whether your office meets the rule
- On-site work, servers or on-premises networks
- Data recovery, migrations or incident response
- Licenses, which stay in your name and are never marked up
Good to know
- You name your own Qualified Individual and own your program
- You approve every change before we make it
- You remove our access when the work is done
- Prefer to do it yourself? The DIY kit is coming soon. It isn't for sale on this site yet. Pricing coming soon.
- Keep it current afterwards with monthly care
- More answers in the FAQ
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
Not ready to buy? Start with the free checkup.
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.