🛡️ Schedule the Cyber Risk Assessment for Accounting & Tax Firms that Gives You the Answers and Confidence You Need

An Exclusive, Patented Credential-Free Assessment — Because Proof and Trust Come First.

You Don’t Have Time for Complicated IT. You Deserve Clarity.

Our exclusive, patented credential-free assessment helps you understand your firm’s cyber liability without logins, downtime, or disruption. Two short sessions (60–90 minutes total) deliver full results, partner-ready clarity, and peace of mind.

  • đź”’ No passwords or system access required
  • đź•’ 26 minutes to start; 60–90 minutes total
  • 🧭 Partner-ready clarity in plain English

“We focus on cyber liability — business, legal, regulatory, and operational risk — so you can protect the firm you’ve built.”

Start My 26-Minute Assessment

We’ve Made It Simple

Firm leaders already juggle enough — clients, staff, deadlines, and audits that can’t stop running. You shouldn’t have to worry about what’s happening inside your network.

In just 26 minutes, you’ll begin to learn where your firm’s biggest cybersecurity risks are hiding — without sharing a single password, login, or system credential.

This is the first step in a two-part process designed to give you a complete picture of your firm’s cyber liability and readiness.

Across 60–90 minutes total (split into two short appointments), you’ll walk away with clarity, context, and a plan that fits your operations and client obligations.

This isn’t another sales pitch. It’s an exclusive, patented assessment built to help partners make smart, confident decisions — without technical overwhelm or wasted time.

What You’ll Learn During Your Assessment

Your Firm’s Current Cyber Liability Exposure

See where your business, legal, regulatory, and operational risks are — in plain English.

Hidden Vulnerabilities That Threaten Client Trust

We identify weak points that could jeopardize client confidence, insurance coverage, or security questionnaires.

How You Compare to Similar Firms

Get context that helps you make informed, data-backed decisions about protection and liability.

Next Steps for Reducing Risk

After the follow-up session, you’ll receive a plain-language report outlining specific recommendations and priorities for your firm.

Why It’s Different (and Safer) Than a Typical Assessment

đź”’ Credential-Free Technology (Patented)

No logins. No shared access. No disruption. Our tool performs a deep analysis without touching your client data or systems.

⚙️ Non-Disruptive Process

We know your deadlines don’t pause for IT scans. Both appointments are short, simple, and can be scheduled around busy season.

đź“„ Partner-Ready Summary in Plain Language

After your second session, you’ll have a clear summary showing your cyber liability risks, insurance readiness, and actionable next steps.

đź’Ľ Tailored for Accounting & Tax Firms

We don’t talk about “compliance.” We talk about cyber liability — the business, legal, regulatory, and operational impacts that affect client trust and continuity.

Why Firm Leaders Choose This Assessment

Managing partners and firm administrators balance client work, staff, and nonstop deadlines. You need clarity without opening your systems to someone you don’t know. That’s why we use a patented credential-free assessment — so you begin to learn your risk picture in just 26 minutes, with no logins and no disruption. The complete outcome is delivered across two short sessions (about 60–90 minutes total).

What You’ll Learn

  • Your current cyber liability exposure (business, legal, regulatory, operational)
  • Hidden vulnerabilities that threaten client trust and insurance readiness
  • How you compare to firms of similar size
  • Prioritized next steps you can take immediately

How It Works

Session 1 (26 minutes): We run the credential-free scan together so you can begin learning key risks — no credentials required.

Session 2 (30–60 minutes): We review results, translate findings into plain English, and help you set clear priorities.

Total time: ~60–90 minutes across two short appointments.

What Makes It Safer

  • Credential-free: no usernames, passwords, or system access
  • Non-disruptive: no downtime or interruptions to client work
  • Partner-ready: clear report you can take to clients or your insurer

Get Started with Your Complimentary Cyber Risk Assessment

It all begins with 26 minutes — the first step toward understanding your nonprofit’s cyber liability and building long-term resilience. No logins. No disruption. Two short sessions (60–90 minutes total) for full results.

 

What do you do now for IT support?

What Happens After You Schedule

Session 1 — 26 Minutes (Credential-Free)

  • We run our patented, credential-free assessment together.
  • You’ll begin to learn where your biggest risks hide — without sharing any passwords or granting system access.
  • No downtime. No disruption to staff or client work.

Session 2 — 30–60 Minutes (Plain-English Review)

  • We translate findings into cyber liability terms that matter to partners: business, legal, regulatory, and operational.
  • You’ll see the potential impact on client trust, insurance coverage, and continuity.
  • Together we agree on practical priorities that fit your budget and busy season.

Total time: about 60–90 minutes across two short appointments.
Outcome: clarity, confidence, and a next‑step plan you can take straight to your partners.

What You’ll Receive

  • Risk Snapshot: clear summary of your current exposure — no acronyms, no guesswork.
  • Priority Roadmap: 3–5 actions that reduce the most risk fastest.
  • Insurance & Client Readiness Notes: what to have in place before renewals or audits.
  • Partner Talking Points: language you can use with partners, staff, and clients.

Why Leaders Trust This Process

  • Credential-Free by Design: no logins or credentials requested — ever.
  • Non-Disruptive: nothing we do interrupts billing, workflow, or client delivery.
  • No Sales Pressure: we educate first, then help you choose if/when to act.
  • Business-Aligned: we measure success by reduced cyber liability and smoother renewals — not tool count.

Who Should Attend

  • Managing Partner / Firm Administrator — decision clarity
  • CFO / Operations Leader — liability, insurance, continuity
  • IT Coordinator / Compliance Lead — technical validation

One decision-maker is enough to start. We can include others in the review session.

We help nonprofits reduce cyber liability — across business, legal, regulatory, and operational risk — with plain-English guidance you can take to your board.