Readyfi is the “compliance quarterback” for small tax, healthcare, and professional-services firms across Dallas–Fort Worth. We produce the documentation, run the assessments, and coordinate your IT provider — so you get compliant and stay insurance-ready without hiring a security team.
Serving CPAs, tax preparers, bookkeepers, medical & dental practices, and professional-services firms in Frisco, Plano, Dallas and across the greater Dallas–Fort Worth area.
Three pressures are landing on small businesses at once — and “we’re too small to be a target” is no longer an answer that regulators or insurers will accept.
The FTC Safeguards Rule now treats tax preparers, accountants, and bookkeepers as financial institutions. That means a documented Written Information Security Plan (WISP) is required — and the IRS expects every preparer to have one. Non-compliance carries real penalties.
HIPAA Security Rule expectations for small medical, dental, and behavioral-health practices keep tightening. Being a small office doesn’t exempt you — you still need a documented Security Risk Analysis and the policies to back it up.
Cyber insurers no longer take your word for it. They require documented evidence of specific security controls before they’ll issue or renew a policy — and applications that can’t show it get denied or repriced.
Four clear, fixed-scope engagements. Pick the one that fits the obligation in front of you — or let us help you choose on a readiness call.
Everything the FTC Safeguards Rule and the IRS WISP requirement ask of a tax or accounting firm — written for you, in plain English.
A right-sized HIPAA program for small medical, dental, and behavioral-health practices — without enterprise overhead.
Get your application approved and your renewal through — by proving the controls insurers actually ask about.
Stay compliant year-round, not just once. Compliance isn’t a one-time project — the rules and your business keep moving.
If someone is asking you to prove you protect your clients’ information, you’re in the right place.
CPAs, tax preparers, and bookkeepers facing the FTC Safeguards Rule and the IRS WISP requirement.
Medical, dental, and behavioral-health offices that need a defensible HIPAA Security Rule program.
Law, financial, and consulting firms that handle confidential data and must satisfy clients and insurers.
You stay focused on your clients. We handle the assessment, the paperwork, and the follow-through.
We learn your firm, your data, and the obligations that actually apply to you. No prep required.
We measure exactly where you stand against the rules that apply and the controls insurers expect.
WISP, policies, Security Risk Analysis, incident-response plan — all customized for your firm, in plain English.
We translate the gaps into a clear punch list, tell your IT provider what to fix, and verify it gets done.
We keep your documentation current and your evidence renewal-ready — so you stay compliant year-round.
We’re not a security-engineering shop and we don’t pretend to be. We’re the documentation, assessment, and readiness specialists who make you demonstrably ready.
Real, customized documentation you can actually read — not a confusing template dump you’re left to finish yourself.
We coordinate with your existing IT company or MSP. We don’t replace them — we make the relationship more effective.
Productized packages with defined scope and clear pricing. No open-ended hourly surprises.
A background in financial-services compliance means we genuinely understand regulated, audited environments.
Based in and serving the DFW area — including Frisco, Plano, and Dallas. You get a responsive partner, not a ticket queue.
Assessment, documentation, remediation, and renewals run through a single point of contact who already knows your firm.
A plain-English checklist to see how ready you are for the FTC Safeguards Rule and a cyber-insurance review — before someone else checks for you. No technical knowledge required.
Book a free 20-minute readiness call. We’ll walk through what applies to you and what “ready” looks like — in plain English, with no obligation.