For accounting and tax firms · open through December 18

Pre Season Readiness Review

PTIN renewal asks about your WISP. Filing season starts in January. Spend 45 minutes with me before then and leave with a one page summary of where your firm stands.

Prefer to talk now? Call us at 703.344.7813

What we’ll look at

  1. Your WISP against the Safeguards Rule. Each required element marked done, partial or missing.
  2. Tax software and access. MFA on CCH Axcess, UltraTax CS or Drake, your portal and email; last season’s staff accounts.
  3. AI use. What your staff use today and what a first AI use policy would cover.
  4. If you’re curious, switching. What onboarding to Blue Cotton would look like and when it could happen without touching filing season.

45 min

by video or at your office

No prep

we bring the questions

2 days

to your written summary

Request a time

Employees
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We’ll reply within one business day to set a time.

Easy to switch, if you decide to

A written plan before anything changes, a handoff we run with your current provider, cutover before January 1 or after April 15, and our 90 Day Trial so there’s no long contract to find out.

AI, with guardrails

Our AI Strategy & Enablement Services give firms a one page AI use policy, a private AI workspace and staff training, so client data stays out of free tools. Read the 7 AI Don’ts.

Who you’ll meet

Judson Howell, CEO of Blue Cotton Tech Services. We support accounting and wealth management firms across DC, Northern Virginia and Maryland. How we work with accounting firms.