AEGIS SECURITY & TECHNOLOGY
AEGIS SECURITY & TECHNOLOGY
In about 90 minutes, find out if your firm's security, WISP, and cyber insurance answers match what regulators and carriers expect in 2025 – in plain English.
Pick a time that works for you. No obligation to switch providers.
We understand the local landscape and the specific pressures on Oklahoma accounting practices.
No jargon. We speak in terms of risk, compliance, and insurance requirements.
"Here's where you're strong. Here's where you're exposed." No guessing games.
Tangible assets you can use immediately to sleep better at night.
A clear, plain-English report card. Red/yellow/green ratings across WISP, access controls, email security, backups, and staff training.
We don't just find gaps; we help fill them. You get a practical structure for a Written Information Security Plan tailored specifically for a CPA firm.
Know exactly where your current controls line up—or don't—with what carriers are asking in 2025. Avoid claim denials before they happen.
Your step-by-step roadmap. The top 5 actions to reduce risk fastest, with clear notes on what your existing IT can handle vs. what needs specialist support.
No pressure, just clarity. If you want help executing the plan, we show you exactly what Managed Security looks like in dollars and timelines.
You've had no major breaches in 20 years. You have a "trusted" IT vendor. You bought cyber insurance. You think you're safe.
A fake invoice slips through email. A large payment goes to the wrong place. Or, your carrier sends an audit and asks, "Can you prove you actually have these controls?"
That's when the gaps in WISP, email security, MFA, and backups show up. It is always more expensive to discover them after the problem than before.
A mid-sized Oklahoma business lost $450,000 after a criminal watched their email, copied a regular invoice, and changed the bank details.
The Cause: No advanced email filtering. No staff training. No one owning their WISP.
During onboarding, our email filters caught a malicious thread that had been slipping past their previous IT provider. The attacker was probing for banking details.
The Outcome: We caught it before tax season. The Check catches these gaps before they turn into stories.
Pick a time that works for you using the calendar on this page.
We review your current WISP, controls, and insurance posture in plain English.
Receive your 90‑day remediation plan. You decide who implements it.
FREE
As part of our 2025 readiness campaign.
$750
Engagement fee (Conditional*)
*The Guarantee for Larger Firms: We only invoice the $750 if we identify at least 3 material gaps AND you agree the session was worth 10x the cost.
If we don't find meaningful issues, or you don't feel it was worth it, you don't pay. You're also under no obligation to move your IT to us.
No. Many firms use the findings to hold their current provider accountable. If there's a fit, we'll show you what working with us looks like, but there's no obligation.
About 90 minutes total: 5–10 minutes on a short intake form, 45–60 minutes on the call, and a quick follow‑up review of your plan.
No. This is a light readiness check, not a deep penetration test. We focus on policies, controls, and key configurations – enough to identify major gaps without disruption.
Great. We'll check whether it matches how your firm actually operates today and aligns with current insurer and regulatory expectations.
Yes. We're based in the Tulsa area and work face‑to‑face with firms across Tulsa and the surrounding cities.
Get a clear, partner‑friendly view of your WISP, safeguards, and insurance readiness in about 90 minutes.
Get Your WISP & Safeguards CheckChoose a time on the calendar and we'll handle the rest.