The documents your firm gets asked for, written for your firm.
Answer a short set of questions and download the result as a Word document. No sign-up, and your answers never leave your browser. Built by the technology department for accounting firms.
WISP generator
Twenty questions produce a written information security plan for your firm, aligned to the FTC Safeguards Rule and IRS Publication 5708, with an action list. Word document.
Open the tool → GeneratorAI acceptable use policy generator
Fifteen questions produce the policy: approved tools, what client information may go into them, Section 7216, human review, and a quick reference card. Word document.
Open the tool → GeneratorIncident response playbook generator
Fifteen questions produce the plan for your worst day: the first hour, who to notify and by when, scenario playbooks, and a one-page contact sheet. Word document.
Open the tool → BuilderSection 7216 consent builder
Eight questions produce the consent forms your situations require, with the Rev. Proc. 2013-14 mandatory statements word for word, delivery rules, and engagement letter language. Word document.
Open the tool → PlannerBusy season readiness planner
Pick your start date and answer fourteen questions. A dated readiness plan: technology, people, clients, security, and recovery tasks week by week, plus the in-season rhythm. Word document.
Open the tool → ScorerAcquisition due diligence scorer
Buying a firm? Twenty-three questions about the target produce a scored report: red flags, what to ask for, the protections to raise with counsel, a 90-day plan, and a document request list. Word document.
Open the tool → MapTechnology modernization map
Pick the applications you run and answer nine questions. A map of where each should run, the server retirement plan, the platform baseline, and the order of moves. Word document.
Open the tool → CheckJourney check
Twelve questions place your firm at a stop on the two-year Tech Guru Lifestyle road and name your next three moves. Three minutes.
Open the tool → Self-assessmentSecurity Readiness Score
Ten questions against the Safeguards Rule. An instant grade and a question-by-question breakdown of what to fix first.
Open the tool →Every generator is free, and every document it produces is yours to edit and adopt. None of it is legal advice; the terms of use on each tool say so.
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