Scale your solo tax practice with a complete Marketing & Security Package. Ideal for solo tax pros ready to grow through a powerful online presence, effective marketing, and robust security.
| Feature | Details & Benefits |
|---|---|
| ✅ WISP Documents | Custom Written Information Security Plan to meet FTC compliance requirements. |
| ✅ Full Business Website | Professional, responsive website designed for a one-person tax practice. |
| ✅ Anti-Virus Protection | Enterprise-grade antivirus to safeguard your workstation against threats. |
| ✅ CRM Integration | Simple client relationship management for scheduling, notes, and follow-ups. |
| ✅ Managed Endpoint Detection & Response (EDR) | 24/7 monitoring and rapid threat response to protect your devices. |
| ✅ 24/7 Cybersecurity Protection & Support | Continuous security oversight and expert support whenever you need it. |
| Additional Features | |
| ✅ Cloud Storage Setup & Security | Secure cloud storage configured to protect your sensitive tax records. |
| ✅ Secure Data Backup & Recovery | Automated backups and reliable recovery to prevent data loss. |
| ✅ Marketing & Business Courses | On-demand courses to boost your marketing skills and practice growth. |
| ✅ Basic SEO & Website Speed | Optimizations to improve search rankings and site performance. |
| ✅ Domain & Email Setup | Professional domain registration and secure email configuration. |
| ✅ User Dashboard | Centralized dashboard to monitor security, compliance, and marketing metrics. |
| ✅ FTC Safeguard Rule Risk Evaluation | Regular assessments to ensure ongoing compliance with FTC security guidelines. |
| ✅ Weekly Cybersecurity Training Videos | Weekly training content to keep you informed about the latest threats. |
| ✅ Real-time Dark Web Scanning | Immediate alerts if your data appears on dark web sources. |
| ✅ Annual Risk & Policies Checkup | Yearly review and update of your security policies for maximum protection. |