Tax & Accounting Firms · Tampa Bay
When you renew your PTIN on Form W-12, Line 11 asks you to confirm you are aware that paid preparers must maintain a written information security plan. The whole form is signed under penalties of perjury. The IRS calls it a WISP (Publication 5708), and the FTC Safeguards Rule says exactly what has to be behind it. If you have the acknowledgment but not the controls, that is the gap to close.
No login. No scan. We work entirely from an 8-question self-check — your systems stay untouched.
Written information security plan (WISP), risk assessment, and incident response plan. No IT contract required. Optional annual review $250/year. You review and adopt the documents, and your firm owns its compliance. We are not compliance advisers or lawyers.
Secure card checkout by Stripe. One payment of $750, no subscription.
Prefer to talk first? Book a callFour things you may have signed without actually having in place.
When you renew your PTIN on Form W-12, Line 11 asks you to confirm you are aware that paid preparers must maintain a written information security plan; the whole form is signed under penalties of perjury. The FTC Safeguards Rule (16 CFR 314; main provisions effective June 9, 2023) names the specific controls — MFA, encryption, a designated Qualified Individual, a written plan.
PTIN suspension. Some cyber-insurance applications ask whether you have a written security plan, and your answers can matter if you file a claim. A breach during filing season. None of it shows up until the worst possible moment.
We prepare the WISP paperwork from your answers and, under a managed plan, manage your devices and keep the records. Your firm reviews and adopts the documents and owns its compliance, including naming its Qualified Individual.
The business clients and referral partners worth the most now ask for proof of a security plan before they'll trust you with their data. A documented WISP wins that work — and keeps it.
The fix is a one-time plan, or a fixed monthly fee if we run the controls too.
That gap is the entire decision — and the same paperwork doubles as something you can show your biggest clients.
We de-risk the call. Nobody touches your systems.
You answer 8 plain-English yes/no questions — or bring the self-check you already scored.
We go through what you have on file and what paperwork and device work we can take on.
You get a clear scope and price. No obligation, no access to your systems, no sales theater.
We sell safe practice. We're not going to ask you to let a stranger probe your network to prove a point. The whole call runs on your answers.
Tampa Bay–based
Works on-site and remote across the bay area
Built for professional firms
Tax, legal, and medical practices
Paperwork and devices
The device work and the records behind it
Fifteen minutes, no system access — just a clear scope and price for your paperwork and devices.
Not ready to book? Take the 4-minute self-check first.