WISP solutions & services in Dallas ,TX | Apex tech 4 tax pro
Creating a better IT WISP solution tax preparation businesses and tax solutions services
About Apex Tech 4 Tax Pros
Our Story
At Apex Tech 4 Tax Pros, our roots trace back to a humble, family-owned tax preparation business. As both a seasoned tax professional and IT specialist with over 20 years of experience in the healthcare and tax industries, I recognized the escalating challenges surrounding data security, integration, and integrity.
This dual expertise illuminated a critical need: tax professionals required robust, compliant solutions to safeguard sensitive client information. In response, we developed a comprehensive solution aligned with the IRS's Written Information Security Plan (WISP) requirements.
Our mission is clear—to empower tax professionals with tailored, secure, and compliant tools that not only meet regulatory standards but also enhance operational efficiency. By bridging the gap between tax preparation and IT security, Apex Tech 4 Tax Pros stands at the forefront of protecting client data in an increasingly digital landscape.
Our Expertise
Our expertise lies at the intersection of tax preparation and information technology, with over two decades of experience in the healthcare and tax industries. Our team comprises certified tax professionals and IT specialists dedicated to ensuring data integrity, security, and compliance for firms of all sizes.
Our Core Competencies
- Data Security and Compliance: We specialize in developing and implementing Written Information Security Plans (WISPs) tailored to meet the specific needs of tax professionals, ensuring adherence to IRS and FTC regulations.
- Customized IT Solutions: Our services include IT monitoring, cybersecurity awareness training, and the deployment of secure cloud services such as virtual desktops, secure email, and password management systems.
- Risk Assessment and Management: We conduct thorough risk assessments to identify potential vulnerabilities in your operations and design safeguards to mitigate these risks effectively.
- Employee Training and Support: Recognizing that human error can be a significant security risk, we provide comprehensive training programs to educate staff on best practices in data security and compliance.
Our commitment is to empower tax professionals with the tools and knowledge necessary to protect sensitive client information and maintain the highest standards of data security.
Our Services
We specialize in delivering comprehensive, secure, and compliant solutions tailored for tax professionals and accounting firms. Our services are designed to meet the unique needs of your practice, ensuring data integrity and regulatory compliance.
Customized Written Information Security Plans (WISP)
We develop fully tailored WISPs that align with your firm's specific processes and workflows, ensuring compliance with IRS and FTC regulations.
Data Security & Compliance Solutions
Our services include risk assessments, data encryption, secure storage solutions, and compliance audits to protect sensitive client information.
Staff Training & Awareness Programs
We provide comprehensive training programs to educate your team on best practices in data security, helping to foster a culture of compliance and awareness.
Cloud Services & Virtual Solutions
Our cloud-based solutions, including virtual desktops and secure email services, enable flexible and secure access to your systems and data.
All PTIN holders will see this when renewing PTIN. The Gramm-Leach-Billey Act is a U.S. law that requires financial institutions to protect customer data.
INNOVATIVE SOLUTIONS
CLOUD SERVICES
Cyber Security Awareness Training & Certificate
CLOUD SERVICES
- Secure Drive
- Virtual Desktop
- Password Manager
CYBERSECURITY
Cyber Security Awareness Training & Certificate
CLOUD SERVICES
- Multi Factor Authentication
- Spam Filters
- Encryption
- VPN
- Secure File Transfer
- Antivirus, Anti Spyware & Anti Phishing
- Firewall
WEB
Cyber Security Awareness Training & Certificate
Cyber Security Awareness Training & Certificate
- Hosting
- Domain
- SSL Certificates
- Analytics
- Secure Virtual Network
Cyber Security Awareness Training & Certificate
Cyber Security Awareness Training & Certificate
Cyber Security Awareness Training & Certificate
- Data Classification
- Phishing
- Physical Security
- Data Privacy
- 3rd Party/Application Security
- Laptop Standard
- Protect Data
Solution Pricing
APEX Packages
For Individual, mid-size and large firms.
Yearly Subscription
1
Virtual PC for Annual Tax Pros
$1,500.00 | $1,099.00 Year
Monthly Subscription
2
Virtual PC for Seasonal Tax Pros
$1,000.00 | $649.99 Seasonal January thru April
WISP
3
$500.00 Included FREE for All Subscriptions
APEX technology solutions for Professionals
Tailored Written Information Security Plan (WISP)
WISP IT System Assessment
Plan de Seguridad de la Información por Escrito y Personalizado (WISP) escrito en español
Tailored Written Information Security Plan (WISP)
Ensure your sensitive data is protected and meet IRS regulatory standards with a comprehensive Written Information Security Plan (WISP) IT Assessment.
Tailored Written Information Security Plan (WISP)
Plan de Seguridad de la Información por Escrito y Personalizado (WISP) escrito en español
Tailored Written Information Security Plan (WISP)
A Written Information Security Plan (WISP) is a mandatory document that outlines your firm's policies and procedures for protecting sensitive client data. It's a critical component in complying with the Gramm-Leach-Bliley Act (GLBA) and the FTC's Safeguards Rule, both of which require financial institutions, including tax preparers, to implement measures to secure customer information.
✅ Key Benefits of Our Tailored WISP Template
- Compliance Made Easy: Aligns with IRS Publication 5708 and FTC guidelines, helping you meet legal requirements without the hassle.
- Customizable to Your Firm: Fully customized WISP, allowing you to tailor the plan to your specific processes and needs.
- Time-Saving: Streamlines the development of your WISP, enabling you to focus more on serving your clients and less on paperwork.
- Enhanced Security: Establishes clear protocols for data protection, reducing the risk of breaches and enhancing client trust.
- Professional Presentation: Provides a polished, organized document that reflects your commitment to data security and professionalism.
Plan de Seguridad de la Información por Escrito y Personalizado (WISP) escrito en español
Plan de Seguridad de la Información por Escrito y Personalizado (WISP) escrito en español
Plan de Seguridad de la Información por Escrito y Personalizado (WISP) escrito en español
Un Plan de Seguridad de la Información por Escrito (WISP) es un documento obligatorio que describe las políticas y procedimientos de su empresa para proteger los datos confidenciales de sus clientes. Es un componente fundamental para cumplir con la Ley Gramm-Leach-Bliley (GLBA) y la Norma de Salvaguardias de la FTC, que exigen a las instituciones financieras, incluidos los preparadores de impuestos, implementar medidas para proteger la información de sus clientes.
✅ Beneficios clave de nuestra plantilla WISP personalizada
- Cumplimiento simplificado: Se alinea con la Publicación 5708 del IRS y las directrices de la FTC, lo que le ayuda a cumplir con los requisitos legales sin complicaciones.
- Personalizable para su empresa: WISP totalmente personalizado, que le permite adaptar el plan a sus procesos y necesidades específicas.
- Ahorro de tiempo: Agiliza el desarrollo de su WISP, permitiéndole centrarse más en atender a sus clientes y menos en el papeleo.
- Seguridad mejorada: Establece protocolos claros para la protección de datos, lo que reduce el riesgo de filtraciones y aumenta la confianza del cliente.
- Presentación profesional: Proporciona un documento impecable y organizado que refleja su compromiso con la seguridad de los datos y el profesionalismo.