Instant documents
Business Policies and Plans, Customized and Ready Instantly
The written policies and plans insurers, regulators and customers ask for, customized from a few answers about your business. Pay once, and your document is on screen in seconds, ready to download for Word or save as a PDF.
- Ready
- Instantly
- Format
- Word & PDF
- From
- $149
- You own it
- Edit it any way you like
Choose a document
AI Acceptable Use Policy
A written AI policy for your team: approved tools, what never goes into AI, checking AI’s work and customer-facing AI.
Cybersecurity Incident Response Plan
A written plan for hacked email, ransomware, lost devices and data breaches: who does what, the first hour and every step after.
WISP for Tax & Accounting Firms
The written data security plan tax professionals are required to have, organized around the FTC Safeguards Rule and IRS guidance.
How it works
- 1
Answer a few questions
About your business, your systems and how you work. It takes a few minutes, and anything you skip is left as a clear blank to fill in.
- 2
Pay securely
Checkout is handled by Stripe. We never see your card number.
- 3
Get it instantly
Your document appears on screen as soon as payment goes through, ready to download for Word or save as a PDF, and the link is emailed to you.
Questions
How is this different from a free template?
Each document is written around your answers: your business name, your people, your systems, the data you handle and how you work. Sections that don’t apply are left out, and gaps in your current setup become action items.
What format do I get?
A Word file you can edit any way you like, and a print-ready page you can save as a PDF.
How quickly do I get it?
Instantly. It appears on screen as soon as your payment goes through, and the link is emailed to you so you can get it again any time.
Is this legal advice?
No. These are practical, plain-English documents for small businesses. If you’re in a regulated industry, have your attorney or compliance advisor review them.
What if something doesn’t fit my business?
Edit the Word file, or reply to your order email within 14 days and we’ll make it right.
Want it put in place, not just written down?
A policy only helps when the safeguards behind it are real. Our managed IT plans set them up and keep them running.