Melendi Morton • NPM Business Solutions

The Challenge

As a solo practitioner managing strategy consulting, bookkeeping, and tax preparation, Melendi Morton ran everything from her laptop with basic safeguards. When IRS regulations mandated a Written Information Security Plan (WISP), she faced a critical decision: obtain proper compliance documentation to protect her PTIN and continue filing returns, or risk losing her ability to serve clients. Without dedicated IT support and limited technical expertise, meeting these requirements seemed overwhelming.

The Solution

Verito delivered a fully compliant hosting environment with documented WISP coverage, allowing Melendi to meet IRS Publication 4557 requirements without becoming an IT expert. The seamless migration took just days, and support resolved any issues within an hour. Now she operates with professional-grade security, can work from anywhere, and focuses on serving clients instead of managing technology—all while maintaining full IRS compliance that protects her PTIN and practice.