IT and security for small tax offices
We secure your office. Then we put it in writing.
Assurbyte is a remote IT firm for small tax and accounting offices. We find the gaps, make the recommended changes in your Microsoft 365 or Google Workspace, write your security plan (WISP) and leave you with proof of what was done.
- Fixed fees
- Written scope
- Fully remote
How the work goes
Three steps. One team. Everything in writing.
Start free, let us do the work, then keep it current. You see the scope and the price before any paid work starts.
- 01 · Free
Free security checkup
Answer 17 plain-English questions. See your readiness level and top gaps, then talk it through on a free 20-minute call.
Free - 02 · Core package
Readiness Package
We make the recommended changes, write your WISP and policies, and hand you a record of the work.
$950 launch price - 03 · Ongoing
Monthly care
We keep your plan and settings current as staff, devices and software change.
Pricing coming soon
Why it matters
Tax offices hold exactly the data worth protecting.
- Social Security number
- •••-••-4821
- Bank account
- •••• 6120
- Income records
- W-2 · 1099
- Prior returns
- On file
Every return you prepare carries Social Security numbers, bank details and income records. The FTC Safeguards Rule expects tax preparers to keep a written information security plan, with real safeguards behind it.
That means a named person in charge, MFA on every account, encryption, trained staff and a plan for when something goes wrong. Most small offices already know this. What they don't have is the time, or a technical person, to do the work and write it all down.
That's the job we take on. We do the hands-on work, write the plan around how your office actually runs, and keep it current.
Pricing
One price for the core work. Everything else is optional.
No menu of tiers to decode. The Readiness Package is the work most offices need, at one fixed fee agreed in writing before we start.
Readiness Package
Secured, documented and handed over.
per office, up to 15 users
Fixed fee · about 2–3 weeks · fully remote
Included
- Settings review and gap reportMicrosoft 365 or Google Workspace, mapped to the FTC Safeguards Rule.
- We make the recommended changesMFA, admin roles, email security, backups and device protection.
- Your WISP and core policiesFollowing the IRS Publication 5708 structure, with a risk assessment and incident response plan.
- Proof and a 60-minute readoutA record of every change, a staff training checklist and a walkthrough call.
Before and after the package
Free security checkup17 questions and an optional free 20-minute call.Free Annual WISP ReviewWe review and update your plan once a year.$495 / year Monthly carePlan upkeep and quarterly settings checks, all year.Pricing coming soon Fix-It sessionsTwo hours of extra hands-on remote work.$300 / session Managed ITDay-to-day IT, run for you remotely.Pricing coming soonDone for you
We do the work. You keep the proof.
Advice alone doesn't turn on MFA. We make the changes with your approval, document every one, and hand you a plan that matches what's really in place.
Readiness gaps
Written information security planYour WISP
What we changed
- MFA on every accountDone
- Admin roles limitedDone
- SPF, DKIM, DMARCDone
- Backup restore testDone
We make the recommended changes
MFA for every account, tighter admin access, email security (SPF, DKIM and DMARC), backups and device protection, set up remotely in Microsoft 365 or Google Workspace.
We write your plan
A WISP following the IRS Publication 5708 structure, a written risk assessment, your core security policies and an incident response plan.
We leave you with proof
A readiness gap report, a record of what we changed and when, and a 60-minute readout so you know exactly where you stand.
You stay in charge
You name your own Qualified Individual, approve changes before we make them and own your accounts. When we're done, you remove our access.
How we work
Built to earn trust before you've worked with us.
No borrowed badges or stock testimonials. Just a clear scope, a fixed price and work you can check.
Written scope, fixed fees
You see what's included, what isn't and the price before any paid work starts. No hourly surprises.
Fully remote
Video calls, screen-share and email. We work with small offices anywhere in the United States.
Built on public guidance
Our work follows named public sources: FTC 16 CFR Part 314, IRS Publications 4557 and 5708, and NIST.
Straight answers
Plain English, no scare tactics, and we'll tell you up front if something is outside what we do.
Do you actually make the changes, or just tell us what to do?
We make them. With your approval, we work through a named account with MFA that you control, and you can watch on screen-share if you like. When the work is done, you remove our access and keep the record of every change.
How long does the Readiness Package take?
About 2–3 weeks from when we receive your completed questionnaire. Most of that time depends on how quickly the questionnaire comes back and how long your review takes.
Is everything remote?
Yes. We work by video call, screen-share, email and shared documents, so we can help small offices anywhere in the United States. We don't do on-site visits.
Can I buy the package without a call?
Yes. You can start the Readiness Package without booking a call. See how buying works. The free checkup call is always there if you want to talk first.
Free security checkup
Find out where your office stands.
Take the free 17-question checkup, then book a free call. On a free 20-minute call we'll go through your results, your top 3 gaps and your next steps, then send you a written summary.
Opens an email to hello@assurbyte.com. Send two times that work and we'll confirm within one business day.