Free Practice IT & Cybersecurity Assessment

Tell us about your tax software, your QuickBooks hosting path, and where you are on WISP and IRS Publication 4557 evidence. We review it and follow up within one business day — even if the honest answer is that you do not need to change providers.

Your information

First name *

Last name *

Email *

Phone

Your practice

Practice name *

Seat count (partners, preparers + staff)

Current IT situation

Your practice stack

Tax software

QuickBooks hosting?

Tax-season staff (Jan–Apr peak)

Active client portal users

What are you looking to address?

Anything else we should know?

What to expect

Submit the form

About three minutes. Your answers route directly to the owner.

We reach out

Within one business day to schedule a conversation tailored to your practice.

Get recommendations

Straightforward advice on where you stand against IRS 4557 and carrier expectations.