Custom WISP for your tax practice
A professionally written, IRS-compliant Written Information Security Plan, customized to your firm, your systems, and your workflow. One-time purchase. No subscriptions.
No subscriptions or recurring fees
Custom WISP delivered to your inbox
Covers practices up to 5 team members
What’s Included
Custom Documentation
- ✓ Written Information Security Plan customized to your firm
- ✓ Incident Response Plan with your contact details
- ✓ Employee acknowledgment forms and training log
- ✓ Vendor management assessment templates
Full Compliance Coverage
- ✓ IRS Publication 4557, all 9 required sections
- ✓ FTC Safeguards Rule compliance
- ✓ Gramm-Leach-Bliley Act (GLBA) requirements
- ✓ PTIN renewal certification ready (Form W-12 Line 11)
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How it works
Purchase
Complete your order through our secure Stripe checkout. No account needed.
Consultation
Our security team contacts you within 1 business day to gather details about your practice, systems, and team.
Delivery
Receive your custom WISP within 5–7 business days, ready to implement and fully compliant.
More than 5 users?
For larger practices, multi-office firms, or organizations needing managed security services alongside your WISP, we offer custom packages with dedicated support.
Schedule a Call or (844) 600-6882“Worth every penny. I spent weeks trying to write my own WISP from scratch before giving up. Bellator had a custom plan built for my practice in less than a week. It covered everything the IRS requires and then some.”
Frequently asked questions
You receive a complete, professionally written WISP customized to your specific practice, including an Incident Response Plan, employee acknowledgment forms, vendor assessment templates, and a training log. Everything is tailored to your firm’s technology, team size, and workflow. This is a one-time purchase with no recurring fees.
It is the same document we start from, with the blanks still in it. Finishing it is your job: your risk assessment, which safeguards you actually have in place, who your qualified individual is, what happens in the first hour of a breach. Nobody checks your answers until it counts.
That is the part that carries risk. The FTC Safeguards Rule does not ask whether you have a document, it asks whether your written program fits your actual practice, your systems, and the client data you hold. Generic answers in a template are evidence that you have a template. And the exposure is not only yours: every client whose return, SSN and bank details sit on your systems is covered by that plan, and it traces back to your firm.
The $749 WISP is written by our security team after one call about your practice, your systems, staff, vendors and workflow documented as they really are, with the Incident Response Plan, acknowledgment forms, vendor assessments and training log built to match. You are not buying a better template. You are buying the part you would otherwise have to get right on your own, before someone asks you to prove it.
The $749 package covers practices with up to 5 users. For larger firms, multi-office setups, or organizations needing ongoing managed security, schedule a call with our team and we’ll build a custom package for you.
From your first call to a finished, audit-ready WISP in your hands, most clients are done in under a week. We handle the heavy lifting: the research, the writing, the compliance mapping. You just answer a few questions about your practice and we take it from there. No back-and-forth, no homework, no six-week "process." You buy it, we build it, you own it.
