Security topic
WISP, IRS & FTC Safeguards
Understand what tax professionals need to document, protect, and prepare before an IRS or FTC review.
- Common question: free WISP templateStart with a written information security plan
- Common question: IRS Publication 4557 requirementsRead the Publication 4557 guide
- Common question: IRS WISP requirementsReview the WISP requirements
- Common question: FTC Safeguards Rule checklistUse the FTC Safeguards checklist
- Common question: tax practice incident response planPrepare a tax-office incident plan
- Common question: WISP penalties and noncomplianceUnderstand the cost of missing safeguards
- Common question: cloud services for tax professionalsEvaluate cloud services for taxpayer data
