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 8 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 8 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 (800) 492-6076“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 $577 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 $577 package covers practices with up to 8 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.