A practical WISP template for your tax practice. Free.
Use this editable Word and PDF template to document the safeguards your firm actually uses to protect taxpayer data. Adapt each section to your people, systems, and processes.
Build a useful plan for your practice
A complete example plan arrives instantly as an editable Word document and PDF, structured section by section.
A useful WISP reflects your real practice. Every section arrives pre-written, so your work is naming your people, your systems, and the safeguards you actually use.
Keep it with your records, review it regularly, and update it when your people, systems, or safeguards change.
Inside the editable WISP template
This template gives you a practical starting structure for documenting how your practice safeguards taxpayer data, with clear places to add your firm’s real people, systems, and procedures.
How IRS guidance and your WISP fit together
Publication 4557 is the IRS guide for safeguarding taxpayer data. The FTC Safeguards Rule requires covered tax-preparation firms to maintain a written information security program.
A template is a starting point, not a certification. Make the plan useful by tailoring it to your firm’s real safeguards, responsible people, systems, and review practices.
Designed for tax-preparer workflows
Start with a usable structure instead of a blank page. The template organizes the planning areas so you can focus on the details of your own practice.
Make the document firm-specific. Identify your responsible people, technology, data-handling practices, and review schedule before you approve it.
Common questions about WISP compliance
The FTC Safeguards Rule can apply to tax-preparation firms, including smaller practices. What belongs in your program depends on how your firm handles taxpayer data, so document the safeguards that actually apply and obtain firm-specific advice when needed.
A written plan helps your firm document how it protects client information and responds to incidents. A downloaded document should be tailored to your real practices before you rely on it.
The template is genuinely free and complete. Bellator is a cybersecurity firm for tax professionals. Some preparers who start with the template later ask us to review their plan or manage their security, and that is the whole business model.
The template is structured around safeguards discussed in IRS Publication 4557 and the FTC Safeguards Rule. Tailor it to your firm and obtain appropriate advice before treating it as your complete compliance program.
Review it regularly and whenever your staff, technology, service providers, or office procedures change. Your plan should remain an accurate record of the safeguards you actually use.
Start with a plan built for your practice.
Download the editable WISP template and tailor it to how your firm protects taxpayer data.
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