Services
Technology services with security built in
We help U.S. small and mid-sized businesses protect client data, modernize how they show up online and automate the work that slows them down. Every engagement starts with an assessment of where you are today.
Cybersecurity & Compliance
Written security programs (WISP), FTC Safeguards Rule readiness, risk assessments and staff training.
The problem
Tax preparers, accountants and other financial service providers must protect customer information under the FTC Safeguards Rule. Many firms know they need a written security program but lack the time or in-house expertise to build one, keep it current and prove it is actually followed.
Proof
We built a WISP module into DOKU Accountant that implements 19 FTC Safeguards Rule (§314.4) controls mapped to NIST CSF 2.0. We apply that same discipline to client engagements.
See DOKU AccountantWhat we deliver
- A Written Information Security Program (WISP) tailored to your firm
- FTC Safeguards Rule readiness review against the requirements of §314.4
- Risk assessments of your systems, data and service providers
- Security awareness training for your staff
- Incident response planning, including the FTC notification timeline
- Controls mapped to NIST CSF 2.0 so you can track progress over time
Web & Portal Modernization
Fast, secure, multilingual websites and client portals that replace outdated templates and legacy systems.
The problem
Template website builders and aging systems are slow, hard to change and rarely built with security in mind. Serving clients in more than one language, or giving them a secure place to work with you, is often out of reach.
Proof
DOKU Accountant is a multi-tenant web platform we designed, built and run in production, with an interface in English, Spanish and Portuguese.
See DOKU AccountantWhat we deliver
- Fast, accessible websites built on modern frameworks
- Multilingual content in English and Spanish, ready for more languages
- Secure client portals and web applications
- Security headers, HTTPS and hardened configuration from day one
- Migration away from website builders and legacy systems
- Search-engine basics: metadata, sitemaps and structured data
Automation & Cloud Operations
Process automation, Google Workspace and Microsoft 365 integrations, and reliable cloud infrastructure.
The problem
Recurring work tracked in spreadsheets, information copied between tools and systems that depend on one person's memory cost time and create risk. As the business grows, those gaps grow with it.
Proof
DOKU automates recurring work for accounting firms and integrates email with Google Workspace, running on cloud infrastructure we configure and manage.
See DOKU AccountantWhat we deliver
- Automation of recurring workflows and manual handoffs
- Google Workspace and Microsoft 365 integrations
- Cloud infrastructure design, setup and operations
- Access management and secure configuration of your cloud tools
- Documentation so your team understands how things run