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Success Story
How a Solo Practitioner Achieved IRS Compliance Without Becoming an IT Expert
Solo tax practice • Strategy consulting • Texas
Solo tax practice • Strategy consulting • Texas
Melendi Morton
NPM Business Solutions
"I was old school. I was back in the 1900s. I had a laptop... I didn't have anything."
— Melendi Morton
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.
"It was actually great. It was seamless. Once I signed up, I got good instructions."
— Melendi Morton
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.
"I couldn't be happier."
— Melendi Morton, NPM Business Solutions
<3 days
for seamless migration
IRS compliant
WISP documentation
<60 sec
average support response
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