Build Your Tax Preparer Security Plan
Every tax professional handling federal tax returns needs a written security plan. We make it simple to build one that meets IRS requirements.
By the Numbers
What Tax Preparer Security Plan Covers
Written Security Policy
A formal document covering all IRS-required security safeguards for taxpayer data.
Employee Training Plan
Security awareness training protocols to educate staff on data protection.
Access Controls
Role-based access policies ensuring only authorized personnel handle sensitive data.
Incident Response Plan
Step-by-step breach response procedures to meet IRS notification requirements.
Data Backup Procedures
Automated backup protocols to prevent data loss from ransomware or hardware failure.
Monitoring & Review
Ongoing security monitoring and annual plan review to maintain compliance.
How to Get Started
Risk Assessment
Identify threats specific to your practice — phishing, ransomware, insider risks, physical security gaps.
Policy Development
Create written policies covering all IRS Publication 4557 requirements for your firm size.
Implementation
Deploy security controls — encryption, MFA, firewalls, and endpoint protection.
Training & Review
Train staff on security procedures and schedule annual plan reviews.
Need Help Building Your Security Plan?
Our IRS-compliant WISP template covers all Publication 4557 requirements. Download it free — no obligation.
Frequently Asked Questions
Yes. IRS Publication 4557 requires all tax professionals to create and maintain a Written Information Security Plan (WISP) to protect taxpayer data.
It should include risk assessment findings, access controls, employee training requirements, incident response procedures, data backup protocols, and physical security measures.
The IRS recommends reviewing and updating your security plan at least annually, or whenever there are significant changes to your IT systems or business operations.
Failure to maintain a WISP can result in IRS penalties, loss of your EFIN, potential liability for data breaches, and loss of client trust.
Protect your tax practice from cyber threats
Schedule a free consultation to assess your firm's security posture.