Finance
PCI-Aware Hosting Worksheet
Tax-firm-specific PCI scoping. Cardholder-data-environment segmentation. SAQ-D readiness checklist. Tax-season elastic capacity sizing.
10 pages· Worksheet· Managing Partner, IT Lead
What's inside
Tax firms touch cardholder data twice a year, sometimes once a year — and PCI auditors still ask the same questions. This worksheet is the scoping template we use with tax firms to draw the cardholder-data-environment perimeter, prep SAQ-D evidence, and size the elastic capacity that tax season actually needs.
Table of contents
- CDE boundary: drawing the perimeter for a 30-staff firm
- SAQ-D evidence checklist mapped to platform controls
- Tax-season capacity sizing: peak vs steady-state
- Vendor exposure: where third-party SaaS pulls you back into scope
Pairs well with
Healthcare
HIPAA Hosting — 7-point Checklist
What an MSP must actually do to host PHI workloads, not just claim to. BAA template, audit-log retention math, breach notification timeline, encryption requirements per state.
Compliance
SOC 2 Pre-Audit Readiness
Pre-flight checklist for SOC 2 Type II auditors. Maps Ultiblob platform controls to Trust Services Criteria, then to your application-layer controls. Saves 8-12 hours of audit prep.