Download Your IRS-Required WISP Template — Free
Every tax preparer must have a Written Information Security Plan under IRS Publication 4557. Non-compliance risks EFIN suspension. Get our free, expert-built template — used by 4,000+ tax professionals.
- Covers all 9 security areas required by IRS Publication 4557
- Step-by-step customization guide — ready in under 30 minutes
- Updated for the 2026 filing season requirements
- Built by certified cybersecurity professionals
- Instant PDF download — no credit card, no spam
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IRS Compliance Alert
Tax preparers without a compliant WISP risk EFIN revocation, IRS penalties, and personal liability in the event of a data breach. The IRS reported a 29% increase in security incidents targeting tax professionals in 2025. Don't wait until your next compliance review — get your plan in place today.
Who Needs a WISP?
Every tax return preparer with a PTIN — regardless of firm size — is required to maintain a Written Information Security Plan under IRS Publication 4557 and the FTC Safeguards Rule. This includes solo preparers, seasonal filers, enrolled agents, CPAs, and multi-office firms.
What's Inside Your WISP Template
- Employee security awareness training requirements
- Physical office security controls and visitor procedures
- Electronic data protection and encryption standards
- Client tax return data handling and storage policies
- Incident response plan and IRS breach notification steps
- Third-party vendor security assessment checklist
- Annual security review and update schedule
- FTC Safeguards Rule compliance documentation
How This Template Works
Our written information security plan template was developed by certified cybersecurity professionals who work exclusively with tax offices. It covers every requirement outlined in IRS Publication 4557, organized into clear sections with instructions for customizing each one to your specific practice. Most preparers complete the customization in under 30 minutes.
Solo practitioners: The template scales down to a single-person office. You don't need an IT department to have a compliant security plan. Our guide walks you through exactly which sections apply to your setup and which you can mark as not applicable.
Multi-preparer firms: The template includes employee training requirements, access controls, role-based permissions, and procedures for onboarding and offboarding staff — all required elements that the IRS looks for during compliance reviews.
Why Tax Preparers Trust This Template
Unlike generic security plan generators, this template was built specifically for tax return preparers and their unique compliance obligations. It addresses the intersection of IRS Publication 4557, the FTC Safeguards Rule, and state-level data protection laws — all in one document. We update it annually to reflect the latest IRS guidance and emerging cybersecurity threats targeting the tax industry.
Common Questions About WISP Compliance
Every tax return preparer is required to have a WISP, regardless of firm size. The IRS does not exempt solo practitioners, seasonal preparers, or small offices. If you have a PTIN and prepare federal tax returns, you must have a written information security plan under Publication 4557.
Non-compliance can result in IRS penalties, EFIN revocation (which prevents you from e-filing), and increased liability in the event of a data breach. If client data is compromised and you lack a WISP, you may also face state-level fines and civil lawsuits from affected taxpayers.
There is no catch. The template is completely free — no credit card, no trial period, no hidden fees. Bellator Cyber Guard provides this as a service to the tax professional community. We offer premium cybersecurity services for firms that need ongoing compliance support, but the template stands on its own with no obligation.
The IRS recommends reviewing and updating your WISP at least annually, or whenever you make significant changes to your technology, staffing, or office procedures. Our template includes a built-in annual review schedule to help you stay current.
Yes. The FTC Safeguards Rule and IRS Publication 4557 have overlapping requirements. Our template is designed to satisfy both, covering all nine security areas specified by the IRS while also addressing the FTC's requirements for financial institutions handling consumer data.
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