Protect your Clients.
Grow your business.
Run your tax practice with confidence. Stay IRS & FTC compliant, safeguard client data, and attract more clients, all through one trusted partner. Schedule a call today and get a free Written Information Security Plan (WISP) to jumpstart your security and compliance
Tax Professionals Face Serious Challenges
Escalating Cyber Threats
Cybercriminals increasingly target small tax businesses, assuming defenses are weak. In fact, 61% of small-to-midsize businesses were hit by cyberattacks in one recent year. A single breach can lead to stolen client data, IRS identity theft issues, and crippling costs.
Compliance Pressure
Federal law requires tax preparers to have a Written Information Security Plan to protect client data. The FTC Safeguards Rule mandates specific security measures, and failing to comply could result in hefty penalties and jeopardize your business
Protecting Client Trust
Your clients entrust you with their most sensitive financial information. A data breach isn’t just an IT issue, it’s a client trust issue too. 55% of consumers say they would likely stop doing business with a company that was breached. One hack or stolen laptop could shatter your hard-earned reputation.
Overwhelming Tech & Security Tasks
You’re an expert in taxes, not tech. Yet running a modern tax firm means dealing with network security, encryption, anti-malware, secure email, cloud backups, and more. It’s easy to feel overwhelmed by the technical side or worry that you’re missing something critical.
Your goal is to protect and grow your tax practice
Saber Tech Group steps in as your guide, bringing the expertise and support you need to conquer these challenges. We specialize in helping tax professionals like you stay secure, compliant, and successful. Here’s how we guide you to a peace of mind and prosperity
Here is how it works
We believe in keeping things simple and straightforward. Our process is designed to be easy for busy tax pros, with just a few clear steps to get from where you are now to where you want to be.
01
Schedule a Call (and Get Your Free WISP)
Book a 30-minute discovery call with our team at a time that works for you. In this call, we’ll discuss your firm’s current situation, challenges, and goals. We’ll also perform a complimentary risk assessment of your cybersecurity and compliance status.
02
Customized “Secure & Grow” Plan
We mutually determine that our solution is a good fit, we move to the planning stage. We’ll craft a personalized action plan for your firm. This plan will outline the specific security measures needed (e.g. encrypt devices, set up secure email, employee training schedule) and marketing initiatives (e.g. new website or website improvements, Google Business profile optimization, client review strategy) recommended for your situation.
03
Let Us Execute While You Grow
Once you give us the green light, our team gets to work implementing the plan. We handle all the heavy lifting: setting up or enhancing your cybersecurity defenses, completing any compliance documentation, launching or refining your website, and putting marketing tactics into action. We coordinate with you for minimal disruption – most of our work can be done off-hours or in the background. As we execute, we keep you updated regularly.
Frequently Asked questions
What exactly is a WISP and why do I need it?
A WISP (Written Information Security Plan) is a formal document outlining how your business protects client information. The IRS, FTC, and Gramm-Leach-Bliley Act require all paid tax preparers to have a WISP in place. It’s not optional; it’s the law. Beyond compliance, it’s simply a smart practice: it identifies weaknesses in your security and how to fix them. We know writing a WISP can be confusing, so we handle this for you (and even give you a custom WISP free in our initial call). Having a WISP not only keeps you legal, but also helps prevent breaches by enforcing good security policies. It’s one of the first things we ensure you have.
We Already Have IT or Security Covered.
Many IT providers offer generic security but may miss IRS and FTC-specific compliance. We focus exclusively on tax professionals, ensuring your practice meets all regulatory demands fully.
I’m Too Small to Need This
Cybercriminals often target smaller offices specifically because they assume weaker defenses. Recent FTC & IRS actions have shown they enforce compliance vigorously, even for single-person practices.
Can’t I Handle Compliance Myself?
Generic templates rarely fully satisfy FTC & IRS requirements. We fully tailor your compliance documents specifically to your practice’s unique situation—saving you hours and ensuring full compliance.
I’ve Never Had an Issue. Why Do I need to Invest Now?
Many of our clients came to us after incidents, wishing they’d acted sooner. Cybersecurity and compliance are much more affordable before an incident occurs.
Your One Stop Shop
Helping tax professionals secure, build, and grow their business using a proven framework for success.
Saber Complete
$597
per month
$6,567/year (Save $597)
Scale Your Tax Business with a Complete Marketing & Security Package. Ideal for tax pros ready to scale with a strong online presence, marketing, and advanced security features.
Includes:
- Growth Plan, plus:
- Full Business Website
- Anti-Virus Protection
- CRM
- Managed Endpoint Detection and Response (EDR)
- 24/7 Cybersecurity Protection and Support
- Real time dark web scanning
- Cloud Storage Setup & Security
- Secure Data Backup and Recovery
- Marketing & Business Courses
- Basic SEO & Website Speed
- Domain Setup
- Email Setup
- Dashboard
- Risk evaluation as required by the FTC safeguard rule
- Cyber security training videos
- Risk evaluation as required by the FTC safeguard rule
- Weekly cyber security training videos.
- Annual risk and policies checkup
Best Seller
Growth Plan
$297
per month
$3,267/year (Save $297)
Set Up Your Business for Online Success – Website, Email, & Marketing Basics. Ideal for tax pros who need compliance and a simple online presence to start attracting clients.
Includes:
- Standard plan, plus:
- Full Business Website
- Cloud Storage Setup & Security
- Anti-Virus Protection
- CRM
- Secure Data Backup and Recovery
- Marketing & Business Courses
- Basic SEO & Website Speed
- Domain Setup
- Email Setup
- Dashboard
- Risk evaluation as required by the FTC safeguard rule
- Cyber security training videos
Standard Plan
$127
per month
$2,167/year (Save $127)
Stay IRS & FTC Compliant and Protect Your Business from Cyber Threats.
Ideal for tax professionals who need WISP compliance and ongoing cybersecurity protection.
Includes:
- WISP Documents
- Anti-Virus Protection
- Domain Setup
- Email Setup
- Dashboard
- Risk evaluation as required by the FTC safeguard rule
- Cyber security training videos
- Risk evaluation as required by the FTC safeguard rule
- Weekly cyber security training videos.
- Real time dark web scanning
- Annual risk and policies checkup
Starter (Individual team)
$197
per month
$2,167/year (Save $197)
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 features.
Includes:
- WISP Documents
- Full Business Website
- Anti-Virus Protection
- CRM
- Managed Endpoint Detection and Response (EDR)
- 24/7 Cybersecurity Protection and Support
- Cloud Storage Setup & Security
- Secure Data Backup and Recovery
- Marketing & Business Courses
- Basic SEO & Website Speed
- Domain Setup
- Email Setup
- Dashboard
- Risk evaluation as required by the FTC safeguard rule
- Cyber security training videos
- Risk evaluation as required by the FTC safeguard rule
- Weekly cyber security training videos.
- Real time dark web scanning
- Annual risk and policies checkup
Ready to Protect and Grow Your Tax Practice?
Get your free evaluation, limited spots available
Compare WISP & Cybersecurity Solutions
Would you rather just have a WISP or a WISP plus Tools to help you Grow and protect your business?
Get everything you need from an All-In-One Solution!
|
|
VERITO
|
SEIBEN
|
TECH 4 ACCOUTANTS
|
PRACTICE PROJECTS
|
SABER TECH GROUP
|
|---|---|---|---|---|---|
|
Wisp Documents
|
X
|
X
|
X
|
X
|
|
|
Website
|
|
|
|
|
|
|
CRM (Client Retention Manager)
|
|
|
|
|
|
|
Managed endpoint detection and Response (EDR
|
X
|
X
|
X
|
|
|
|
Cloud Storage Setup & Security
|
X
|
|
|
|
|
|
Marketing Courses
|
|
|
|
|
|
|
Business Growth Courses
|
|
|
|
|
|
|
SEO & Website Speed
|
|
|
|
|
|
|
Domain & Email Set Up
|
|
|
|
|
|
|
Dashboard
|
|
X
|
|
X
|
|
|
FTC Safeguard Evaluation
|
X
|
X
|
X
|
X
|
|
|
Cybersecurity Awareness Training
|
X
|
X
|
|
X
|
|
|
Dark Web Scanning
|
|
X
|
|
|
|
|
Annual Risk & Policies Checkup
|
|
|
|
|
|
|
24/7 Cybersecurity Protection
|
|
|
|
|
|
|
Anti-Virus Protection
|
X
|
|
|
|
|