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30 minutes. No obligation. We'll review your firm's IT setup, security posture, and IRS WISP compliance — then show you exactly how to close the gaps.

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30 Minutes

Quick security & compliance review

Free Assessment

No cost, no commitment required

Expert Review

By IT pros who specialize in CPA firms

What We'll Cover

  • 1Security Posture Review — We audit your current firewall, antivirus, MFA, and encryption setup.
  • 2WISP Compliance Check — We verify your Written Information Security Plan meets IRS Publication 4557 requirements.
  • 3Gap Analysis & Recommendations — Prioritized list of security gaps with specific remediation steps for your firm.
  • 4Custom IT Plan — A tailored managed services package based on your firm size, software, and compliance needs.

TaxScout Support is managed IT built exclusively for CPA, EA, bookkeeping, and tax preparation firms. From $99/user/month.