Zero-Trust Environment Active

Institutional Grade.
Zero Compromise.

Vance & Cole eliminates the data security risks of international offshoring by operating a deeply fortified, ISO 27001 verified and IRS-WISP compliant enterprise infrastructure. Operations are governed strictly by a US corporate entity to ensure total legal enforceability.

Layer 1

Legal Foundation

Most agencies force you into foreign contracts. Vance & Cole operates entirely under domestic corporate law.

  • US LLC Entity Contracts
  • IRS §7216 Consent Framework
  • Comprehensive BAA for Healthcare
  • Strict NDAs enforceable in USA
Layer 2

Digital Fortress

IRS Pub 4557 strictly mandates a Written Information Security Plan (WISP) for CPA firms.

  • Full IRS-WISP Compliant Setup
  • Hardware MDM & BitLocker active
  • USB Ports Disabled / No Local Drives
  • Cloud App Firewalls (CASB)
Vance & Cole Zero-Trust Operations Facility — Biometric access, clean desk policy, 24/7 CCTV monitoring
Layer 3 — Physical Infrastructure

Zero-Trust Operations Facility

A laptop on a kitchen table is a massive compliance liability. Every keystroke happens inside our locked-down, monitored, enterprise-grade hub.

Biometric Access
Fingerprint scanners at every entry point. No keycard-only access.
Clean Desk Policy
Zero personal devices. No cellphones on the operations floor.
24/7 CCTV
Continuous video surveillance with 90-day retention archives.
99.99% Uptime
Redundant fiber ISPs and enterprise UPS battery backup systems.

Compliance Document Center

We don't just promise compliance; we provide the exact legal frameworks your firm needs to scale operations securely and legally.

PUB 4557

IRS Written Information Security Plan

// Vance & Cole IT DEPLOYMENT PROTOCOL

[ ] Device Drive Encryption Active VERIFIED
[ ] Multi-Factor Auth Enforced (Hardware) VERIFIED
[ ] Network Firewall Intrusions Logged VERIFIED
[ ] Annual Security Awareness Training Logged VERIFIED
[ ] Disaster Recovery Plan In Place VERIFIED
The full 14-page WISP document is available upon signing your engagement letter.
LEGAL TEMPLATE

IRC §7216 Disclosure & Consent

Snippet Preview
"Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose your tax return information to third parties...

By signing below, you authorize [FIRM NAME] to disclose your tax return information to our dedicated operational subsidiary, Velmer Digital LLC, and its personnel located in the Philippines, strictly for the purpose of tax preparation assistance..."
Action required: Embed in annual engagement letter. DocuSign Ready
HIPAA

Business Associate Agreement (BAA)

For our Medical Billing & RCM clients, protecting PHI (Protected Health Information) is paramount under the HIPAA Security Rule.

  • Velmer Digital LLC signs as your Business Associate (BA).
  • Strict liability limits established under US Jurisdiction.
  • Immediate breach notification protocols codified (within 24 hours).
  • Guarantee of destruction/return of PHI upon termination.
Request Executive Summary →
US
Corporate Entity
IRS
WISP Compliant Setup
0%
Independent Freelancers
Leadership & Governance

US-Based Direction.
Philippine Execution.

Every engagement is architected and supervised by US-based directors with deep experience in public accounting operations.

JV

Managing Director

US Operations & Client Strategy

Oversees all client engagements, technology architecture, and compliance frameworks. Ensures every team deployment meets US CPA firm standards from Day 1.

Client Architecture US Compliance Vendor Risk
RC

Director of Talent Operations

Cebu Delivery Center

Manages the end-to-end recruitment pipeline, quality assurance, and talent performance. Runs the 6-stage vetting process that maintains our 4.5% acceptance rate.

Talent Vetting QA Oversight Facility Ops

Compliance & Certification Standards

Our infrastructure and processes are aligned with the following regulatory frameworks.

IRS-WISP
Pub 4557 Compliant
IRC §7216
Consent Framework
HIPAA BAA
Healthcare Ready
SOC 2 Aligned
Trust Service Criteria

Stop questioning your security posture.

Discuss our IT topology, legal frameworks, and talent vetting process with a US Director.

Schedule a Security Audit Review