Written Information Security Plan for Tax Preparers and Accountants

Written Information Security Plan for Tax Preparers and Accountants


Buy an IRS Compliant WISP today and receive it in 5-7 business days.


Protect your clients’ sensitive financial data and ensure compliance with industry regulations with our comprehensive Written Information Security Plan (WISP) designed specifically for tax preparers and accountants. Our WISP provides a detailed framework for implementing robust information security measures, helping you safeguard personal and financial information against data breaches and cyber threats.


  • Tailored for Tax Professionals: Crafted specifically for the unique needs and regulatory requirements of tax preparers and accountants, ensuring that your practice is compliant with relevant laws such as the FTC Safeguards Rule and IRS Publication 4557.
  • Comprehensive Security Policies: Includes a complete set of security policies covering data protection, access control, network security, incident response, and more.
  • Risk Assessment and Management: Detailed guidelines for conducting regular risk assessments, identifying vulnerabilities, and implementing effective risk management strategies.
  • Employee Training and Awareness: Outlines mandatory security training programs for employees to ensure they understand their roles and responsibilities in maintaining data security.
  • Incident Response Plan: A step-by-step incident response plan to quickly address and mitigate the impact of data breaches and security incidents.
  • Compliance Documentation: Provides all necessary documentation to demonstrate compliance during audits and regulatory reviews.


  • Enhanced Data Protection: Safeguard your clients’ sensitive information with state-of-the-art security practices and protocols.
  • Regulatory Compliance: Ensure your practice complies with industry standards and legal requirements, reducing the risk of penalties and fines.
  • Client Trust and Confidence: Build and maintain trust with your clients by demonstrating your commitment to protecting their data.
  • Reduced Risk of Data Breaches: Implement proactive measures to prevent data breaches and minimize potential damage from cyber attacks.
  • Operational Efficiency: Streamline your security processes with a clear and organized plan, allowing you to focus on providing excellent service to your clients.

Our Process

  1. Intake and Consultation:
    • Begin with an in-depth consultation to understand your specific needs and current security posture.
    • We gather all necessary information to tailor the WISP specifically for your practice.
  2. Drafting the WISP:
    • Our experts draft a comprehensive WISP based on the intake information and industry best practices.
    • The draft includes detailed policies, procedures, and protocols tailored to your business.
  3. Review and Finalization:
    • We work with you to review the draft, making any necessary adjustments to ensure it meets your needs and compliance requirements.
    • Finalize the WISP with your approval.
  4. Shipping:
    • Once finalized, the completed WISP is printed and packaged securely.
    • Shipped to your location within 5-7 business days.

Why Choose Our WISP?

  • Expertly Crafted: Developed by cybersecurity professionals with extensive experience in the financial sector.
  • Easy to Implement: Our WISP is designed for easy integration into your existing operations, with clear instructions and templates.
  • Regular Updates: Stay ahead of emerging threats with regular updates to our security policies and procedures.

How It Works

  1. Purchase and Intake: Buy our WISP and start the intake process immediately.
  2. Customized Draft: We draft the WISP tailored to your specific requirements.
  3. Finalization and Review: Review the draft and finalize with our experts.
  4. Secure Shipping: Receive your finalized WISP within 5-7 business days.

Order Now

Secure your clientsā€™ data and ensure your practice is compliant with our Written Information Security Plan for Tax Preparers and Accountants. Purchase now and take the first step towards a safer, more secure business environment.