WordPress maintenance for US accounting and tax firms
Your client upload isn’t in your security plan.
We hold the patching, the update testing, and the maintenance record on the site that takes your client uploads. Every month you get a dated record of what was done, written in the language your plan is already written in.
From $129 a month. Cancel monthly plans anytime.
The client upload
The portal keeps the client data.
You put a client upload on the site so people would stop emailing returns as attachments. It worked well, and it also moved client data onto the website. The website is the one system in the practice that nobody's job description covers. Worth checking which systems your current plan actually names. In firms your size, the site is usually not one of them.
Why it recurs
The plan has to cover every place client data sits.
The written plan is meant to inventory every location where taxpayer data lives, and a client portal is one of those locations. Signing it once does not keep it accurate. Plugins age and form handlers change hands, and none of it surfaces anywhere you would think to look. The attestation is annual. The drift is continuous.
The requirements are in the IRS Publication 5708.
If nobody has checked
Most firms have not considered a plan against their upload path
So that is where we start. We inventory what is running on the site, follow the path a client document actually travels, and put the result in writing. What is sound, we hold. What needs work gets quoted separately, so you see a clear plan with a price before you commit to anything.
The service
What we hold on your site.
Patching
Core, plugins, and themes kept current on a schedule rather than when someone remembered.
Tested updates
Key pages are checked before and after every update and put back if one breaks something.
A software inventory
Every plugin and theme on the site, and what state each one is in.
The upload path
The page clients send documents through, tested whenever a plugin it depends on is updated.
Malware scanning
Across the whole install.
Backups
Daily, every 12 hours, or every change, off-site, depending on the plan.
What we send you
Every month we send you a report of the work we did on your site.
What we updated, on what date, on which plugin or theme, and what we tested afterwards. It goes into the plan file as it is. No editing, no chasing anyone for it. Every plan, no extra cost, from your first month.
You are buying the record as much as the work.
What it costs
Plans
The Standard
For businesses that need their site secured and off their plate.
The Higher Standard
For sites where a slow page or broken form has a direct cost.
The Highest Standard
For high-traffic or multi-location operations where the site is a core business asset.
Every plan carries the same protection. Higher plans back up more often, respond faster, take on more small jobs at once, and test a real restore more often.
Check maintenance plansWho we work with
We are not for everyone.
Built for.
US accounting and tax practices running WordPress with a client portal or a secure upload on the site, on paid hosting, where the owner signs and nobody's actual job is the website.
Not for.
Brochure sites with no client data path do not need this page. If you have an in-house technology function or an administrator who gates vendor decisions, we are out of profile. If the site needs rebuilding rather than maintenance, we are the wrong call.
Put the website in the plan.
We handle setup and migration for you, free on yearly billing and $149 one-time on monthly. If you are in filing season, we will book you for after it.
Onboarding
Onboarding takes 24 to 48 hours.
Your site stays live through onboarding.
Your first report date is named before you sign.