Baseline visibility into IT and cybersecurity risk—without contracts, disruption, or outsourcing IT.
No support promises. No obligations. Just clear visibility into risk.
Who This Is For
- Accounting and CPA firms
- Tax preparation and EAs
- Bookkeeping and payroll providers
- Firms handling W‑2s, 1099s, client PII, and financial records
If you prepare or file regulated financial data, this was built for you.
What’s Included (Clearly Bounded)
1) Endpoint Inventory & Baseline Monitoring
We identify and catalog covered workstations and collect basic status signals to establish visibility into your environment.
2) Cyber Risk Snapshot (Accounting‑Focused)
A plain‑English overview aligned to common expectations found in IRS WISP guidance, FTC Safeguards principles, and cyber‑insurance questionnaires.
3) Security Awareness Baseline
Intro training content covering phishing, credential theft, and seasonal tax‑fraud tactics. Awareness only—no testing or enforcement in the FREE tier.
4) Quarterly Executive Summary
A simple quarterly summary of what we’re seeing, what’s improving, and what’s becoming riskier—written for owners and partners.
What’s NOT Included
This is visibility—not responsibility. To protect both parties, the FREE tier does not include:
- Helpdesk or end‑user support
- Remediation, configuration changes, or projects
- Incident response, recovery, or forensics
- Compliance sign‑off, certification, or attestation
- SLAs, uptime guarantees, or emergency response
If issues are identified: corrective work may be requested separately and performed on a time‑and‑materials basis, subject to scope confirmation and availability. There is no obligation to proceed.
Why We Offer This for Free
Most firms don’t struggle due to lack of intent—they struggle due to lack of visibility. This baseline removes guesswork and gives you facts before you commit budget.
If meaningful risk is identified, we’ll show you exactly what it would take to address it—clearly scoped and priced.
Get Your FREE Risk Baseline
Complete the short form below. We’ll follow up to confirm next steps.
No contracts. No disruption. No “free IT support” bait-and-switch.
Availability is limited during peak filing season and subject to capacity.