getIT4CPA — Get Your Free IT Risk Score

Get a rapid assessment that identifies your top 5 IT risks across endpoints, identity, and data exposure.

Prioritized for immediate action, this health check translates technical vulnerabilities into plain language, so you know exactly where to focus effort now.

Receive a concise gap summary mapped to the GLBA Safeguards Rule and IRS Publication 4557.

We highlight your compliance strengths and pinpoint areas needing adjustment before audits, so you stay confidently audit-ready.

Visualize a high-level map of your critical systems, applications, and data flows.

Understand user access, system dependencies, and single points of failure that can impact your firm during peak seasons.

Implement fast, low-effort fixes with high risk reduction impact, including MFA rollout, critical patch management, and privileged access review.

This 30-day plan ensures measurable security improvements without disrupting daily operations.

Follow a sequenced technology modernization roadmap with clear milestones, ownership assignments, and budget estimates.

This 90-day plan aligns IT improvements with your firm’s tax-season workflow and risk tolerance for lasting results.

Validate your recovery objectives with a practical backup and disaster recovery review.

We provide a detailed checklist covering test schedules, retention policies, and recovery steps so you can restore client data quickly when every minute counts.