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A few minutesFree IT Assessment
Free IT Assessment for CPA and Tax Firms
Find out where your firm stands before an auditor, an attacker or April 15 does. We review your security, your WISP and FTC Safeguards readiness, your backups and your tax-season setup, then give you a written, prioritized plan. It’s free, it’s yours to keep and there’s no sales pitch attached.
Get My Free Assessment- Free, with no obligation
- Built for CPA and tax firms
- Written findings you keep
- No system access needed
What we review
What the Free IT Assessment Covers
Four areas, chosen because they’re where accounting and tax firms most often have gaps, and where a gap costs the most.
ComplianceWISP & FTC Safeguards ReadinessWe compare your written information security plan, or the lack of one, with IRS Publication 4557 and the FTC Safeguards Rule, and list what’s done and what’s missing.About WISP compliance ↗SecurityCybersecurity PostureMFA, email protection, endpoint security, patching, admin accounts and remote access, checked against the controls the Safeguards Rule requires.About security services ↗Tax seasonTax-Season ReadinessWhere your tax software, servers and connections are likely to slow down or fail when every preparer is working at once.About tax software hosting ↗OperationsMicrosoft 365 & IT SetupLicenses, devices, backups and your current support arrangement, including what you’re paying for and not using.About managed IT ↗
How it works
How the Assessment Works
It’s built to take as little of your team’s time as possible, and you don’t have to give anyone access to your systems.
Working session
A guided conversation by phone or video about your setup, policies and pain points. No remote access or software installs.
About an hourWritten findings
We send a plain-English summary of what we found, ranked by risk, with a recommended order to fix things.
Yours to keepOptional review call
Walk through the findings with us and ask questions. If you’d rather fix things yourself, the plan is still yours.
No obligationAssessment or a quick question?
Free IT Assessment vs. Contacting Us
Both are free. Pick the one that matches what you need today.
| Free IT Assessment | Contact page | |
|---|---|---|
| Best for | Firms that want a full review of security, compliance and IT | A specific question, a quote or an existing request |
| What you get | A working session and written, prioritized findings | A reply from the right person on our team |
| Time from your team | About an hour | A few minutes |
| Start here | Request the assessment | Go to the contact page |
Who it’s for
Who the Free IT Assessment Is For
It’s most useful for firms that handle client tax and financial data and haven’t had an independent look at their IT in the last year.
Compliance
Firms Unsure About Their WISP
Paid preparers are required to keep a written information security plan. If yours is missing or out of date, this shows exactly what to add.
Growth
Firms That Outgrew Their Setup
More staff, more remote work and more client data, on IT that was set up years ago for a smaller office.
Change
Firms Rethinking Their IT Provider
An outside view of what you have, what you pay for and what’s missing, before you renew or switch.
Peace of mind
Partners Who Want a Second Opinion
A clear answer to whether the firm is protected, written so partners can act on it. It pairs with our IT services for CPA firms.
Common questions
Free IT Assessment FAQs
Is the IT assessment really free?+
Yes. There’s no cost and no obligation. You receive written findings and a prioritized list of recommendations, and they’re yours to keep whether or not you work with TechFiscal.
What does the free IT assessment cover?+
It covers four areas: your WISP and readiness for IRS Publication 4557 and the FTC Safeguards Rule, your cybersecurity controls such as MFA, email and endpoint protection, your tax-season readiness, and your Microsoft 365 and overall IT setup.
Do you need access to our systems?+
No. The assessment is a guided conversation about your setup, policies and tools. We don’t install software or connect to your network.
How long does the assessment take?+
The working session takes about an hour of your team’s time. We then prepare written findings and walk you through them on an optional review call.
Will the assessment tell us if our WISP is compliant?+
It shows where your written information security plan matches IRS Publication 4557 and the FTC Safeguards Rule and where it falls short. It’s a readiness review, not a legal opinion or a formal audit.
Who should join the assessment from our firm?+
Usually a partner or owner and whoever handles IT day to day, even if that’s an outside provider. They know how the firm actually works.
What’s the difference between the assessment and the contact page?+
The assessment is a structured review of your firm’s IT, security and compliance with written findings. The contact page is for quick questions, quotes and existing requests.
Is our information kept confidential?+
Yes. What you share is used only to prepare your findings and is never sold or shared.
Keep reading
Explore Our Services
ComplianceWISP Compliance for CPA FirmsTurn your hosting controls into the written security plan the FTC and IRS expect.Learn more ↗SecuritySecurity SolutionsEndpoint protection, email security and monitoring for every device that connects.Learn more ↗OverviewTax Software HostingEvery desktop tax program we host, how the service works and what to ask before you move.Learn more ↗IT for CPA firmsIT Services for CPA FirmsManaged IT, security and compliance support planned around the tax calendar.Learn more ↗
Get started today
Know Where Your Firm Stands Before Next Tax Season
Request your free IT assessment and get a clear, written picture of your security, compliance and IT, ranked by what to fix first.
Get My Free Assessment