Make security operational — plans, checks, training, and evidence
A security operations workflow for accounting and tax practices that builds and maintains a written security plan, validates minimum controls, and runs recurring reviews and training. Because "we take security seriously" needs to be demonstrable, not aspirational.
Create a skill called "Client Data Security Playbook". It should: - Inventory systems that store or process client data - Draft and maintain a Written Information Security Plan - Run recurring baseline control checks for MFA, backups, patching, and access logs - Perform quarterly access reviews and produce a remediation list - Manage a training cadence and keep completion evidence - Maintain an incident-response runbook and an evidence binder template Ask me for our systems list, staff roles, and current policies before generating the first WISP.
Accounting and tax teams handle sensitive client data and are frequent targets for phishing and credential theft.
This recipe makes security operational through plans, recurring control checks, and evidence logs.
Stay current on tax changes without drowning in newsletters
A monitoring workflow that tracks relevant tax and regulatory updates, summarizes what changed and why it matters, and converts developments into a firm-specific checklist and action calendar.
Turn payroll runs and tax deadlines into a predictable checklist
A payroll workflow that maintains a payroll calendar, checks compliance deadlines, validates key inputs, and creates an evidence pack for deposits and filings. Payroll as a controlled process, not a fire drill.
Never scramble for credits at the last minute again
Tracks your CLE credits by jurisdiction and category, monitors email for completion certificates, calculates remaining requirements, and sends alerts as deadlines approach. Multi-state lawyers get a unified dashboard across all bars.
Every bar obligation across every state — one view
Tracks all bar-related obligations for lawyers admitted in multiple jurisdictions — registration dues, CLE requirements, trust account certifications, pro bono reporting, insurance disclosures, and specialty certifications. Prevents administrative suspension.