Tell us about your office

About 10 minutes. If you are unsure, pick the closest answer: unsure answers are added to your gap checklist so nothing is missed. Next you pay $149 through Stripe, and your plan opens right after.

Your firm

Firm name

Business type

Street address (optional)

City

State

Owner or principal name

Owner title (e.g. Owner, EA)

Email for your receipt and plan

Plan effective date

People

Data Security Coordinator (the person in charge of security; can be you)

Their title

Public Information Officer (speaks for the firm after an incident; blank = owner)

People with access to client data, including you

Seasonal or temporary staff?

Staff list (optional, one per line: Name | Role | Access, e.g. "Ana Ruiz | Preparer | 1040 returns")

About how many people's data do you keep (clients, current and past)?

IT support company (optional)

Systems

Tax software

How it runs

Business email

Client portal (blank if none)

Remote access to office computers

Remote tool name (if any)

Multi-factor login codes (MFA)

Computer drives encrypted (BitLocker/FileVault)?

Backups

Wi-Fi

Paper client files

Paper destruction

Shredding company name (optional)

Keep records for (years)

Devices (counts)

Desktops

Laptops

Business phones

Printers/scanners

Servers/NAS

Cyber or data theft insurance?

Insurer (optional)

By continuing you agree to the terms. The plan is a documentation template, not legal advice.