Custom WISP for Tax Professionals – $577 One-Time$577.00
Custom WISP for Tax Professionals – $577 One-Time
Get your personalized Written Information Security Plan with expert consultation. IRS & FTC compliant. No subscriptions – buy once, own forever. Delivered within 5-7 business days.
$577.00
Written Information Security Plan (WISP) for Financial Professionals
📋 Compliant Data Security Documentation for Your Practice
Protect client data and meet federal requirements with a comprehensive WISP customized specifically for tax preparers, bookkeepers, accountants, and financial service providers.
✓ IRS Publication 4557 ✓ FTC Safeguards Rule ✓ GLBA Requirements ✓ State Compliance
What is a WISP?
A Written Information Security Plan (WISP) is a comprehensive document that outlines how your practice protects sensitive client information. Whether you’re a tax preparer, bookkeeper, payroll processor, or financial advisor, if you handle client financial data, you need a WISP—it’s required by federal law.The FTC Safeguards Rule and various state regulations mandate that all financial service providers maintain documented security procedures to:- Protect client information from unauthorized access
- Ensure proper handling and disposal of sensitive data
- Respond effectively to security incidents
- Train employees on data protection protocols
- Demonstrate compliance during audits
Stop Paying Yearly WISP Fees – See How We Compare
| Feature | Subscription Services (RightWorks, WISPbuilder, etc.) | Our Solution ⭐ |
|---|---|---|
| Annual Cost | $500-$1000/year forever | $577 one time |
| 5-Year Total Cost | $2,500 – $4,000 | Still just $577 |
| Customization | Generic template | Fully customized |
| Consultation | Extra fee ($200+) | Included FREE |
| Annual Reviews | Only while subscribed | FREE lifetime reviews |
| Support | Email only (if subscribed) | Email & phone anytime |
💰 Save $1,923+ over 5 years while getting better service!
Why You Need a WISP
⚖️ Legal Requirements
- FTC Safeguards Rule: Required for all financial service providers
- IRS Mandate: Publication 4557 for tax professionals
- State Laws: Many states require documented security plans
- GLBA Compliance: For those handling financial information
🛡️ Protect Your Practice
- Avoid Penalties: Up to $100,000 per violation
- Keep Your Credentials: Maintain PTIN and licenses
- Reduce Liability: Documentation protects you
- Client Trust: Show you take security seriously
What’s Included
📁 Complete WISP Package
📋 Core Documentation
- Information Security Policies
- Access Control Procedures
- Physical Security Measures
- Digital Security Protocols
- Data Disposal Procedures
⚠️ Risk Management
- Risk Assessment Framework
- Vulnerability Analysis
- FREE Annual Reviews ✨
- Compliance Updates
- Security Monitoring Guide
🚨 Incident Response
- Breach Response Plan
- Notification Templates
- Recovery Procedures
- Investigation Protocols
- Documentation Forms
🎯 Implementation
- 30-Minute Consultation
- Employee Training Materials
- Step-by-Step Checklist
- Compliance Documentation
- Email & Phone Support 📞
Our Simple Process
1
Purchase
Complete your order and receive immediate access to our secure client portal.
2
Consultation
30-minute call scheduled within 48 hours to discuss your specific needs.
3
Delivery
Receive your customized WISP within 5 business days, ready to implement.
Customization Details
Every WISP we create is customized based on:
🏢 Your Practice Structure
- Solo practitioner vs. multi-person firm
- Office-based vs. virtual practice
- Employee roles and responsibilities
- Client service delivery methods
💻 Your Technology
- Tax & accounting software used
- Cloud storage and backup systems
- Communication tools and portals
- Hardware and network setup
🔒 Your Security Needs
- Types of client data handled
- Current security measures
- Identified vulnerabilities
- State-specific requirements
Who This is For
Perfect for any professional handling sensitive client or tax information, financial data, or personally identifiable information:
📊
Tax Preparers
Anyone preparing returns with or without a PTIN
📚
Bookkeepers
Managing client financial records
🎓
Enrolled Agents (EAs)
IRS-authorized tax practitioners
🏛️
CPAs
Full-service accounting firms
💰
Payroll Services
Processing employee information
📈
Financial Advisors
Managing investment data
Investment Details
One-Time Investment: $577
Everything included. No hidden fees. No subscriptions.
✅ Customized WISP
✅ 30-min consultation
✅ Implementation guide
✅ FREE annual reviews
✅ Risk assessment
✅ Incident response plan
✅ Training materials
✅ Lifetime ownership
✅ Email & phone support
✅ Compliance updates
Payment Options: All major credit cards, debit cards, or ACH transfers accepted
Frequently Asked Questions
Is this a template or truly customized?
Each WISP is genuinely customized for your specific practice. We start with a comprehensive framework that ensures all compliance requirements are met, then customize every section based on your consultation to address your unique situation, practice structure, and security needs.
How long does the entire process take?
Most clients have their completed WISP within 7-10 business days from purchase. This includes scheduling your consultation (within 2 business days) and document preparation (5 business days after consultation).
What about the FREE annual reviews?
Unlike subscription services that charge you yearly, we provide FREE annual compliance reviews forever. We’ll check in each year to ensure your WISP stays current with any regulatory changes or updates to your practice. This alone saves you hundreds annually!
Do I need technical expertise to implement this?
No technical expertise required. Your WISP is written in clear, plain language with practical instructions anyone can follow. The implementation checklist walks you through each step.
What’s discussed during the consultation?
We’ll cover your practice structure, number of employees, types of services offered, client data handling procedures, current security measures, software and technology used, and any specific concerns or requirements you have.
Can I update the WISP myself later?
Yes! Since you own the document, you can update it as your practice grows or changes. We provide it in an editable format so you can make modifications as needed. Plus, our annual reviews help ensure you stay compliant.
Is this compliant in all states?
Yes, our WISP meets federal requirements (IRS, FTC, GLBA) which apply nationwide. During consultation, we also discuss any specific state requirements that may apply to your practice.
How do you provide support?
We offer both email and phone support – contact us anytime! Unlike subscription services that limit support to active subscribers, you can reach out to us years later with questions. Call (484) 694-8273 or email support@bellatorcyber.com.
Ready to Secure Your Practice?
Don’t wait for an audit or data breach to realize you need proper documentation. Join thousands of financial professionals who’ve eliminated yearly WISP fees while getting better protection.
Save $1,923+ over 5 years
While getting a superior, customized solution
Order your customized Written Information Security Plan today
One payment. Lifetime ownership. Complete peace of mind.
Questions? We’re here to help!
📞 Call: (844) 600-6882
📧 Email: guard@bellatorit.com
Monday-Friday, 9 AM – 5 PM EST Email & phone support available anytime – even years after purchase!