Your IRS-required security plan, written in 15 minutes and kept current all year.
The IRS asks about your WISP every time you renew your PTIN. Answer a short questionnaire and get a written information security plan that follows IRS Publication 5708, plus the training, vendor and incident records the FTC Safeguards Rule expects. $119 a year.
What you get
- Fits your practice, not a blank template. Your software, your staff, your gaps, with dated fixes for each.
- The records that prove you follow it. Staff sign-offs, a vendor register and an incident log, all in one place.
- Kept current. An annual review reminder, a new version each year, and a check before every PTIN season.
Pricing
- $119 a year per practice, up to 10 staff.
- Unlimited revisions, annual re-issue, and all records.
- 30-day money-back guarantee.
- Other WISP tools charge $249 to $999 a year.
Questions
Is a WISP really required?
Yes. The FTC Safeguards Rule treats paid tax preparers as financial institutions that must keep a written information security program. The IRS asks about it at PTIN renewal (Form W-12) and publishes a sample in Publication 5708.
Isn't the IRS template free?
It is, and it is a fill-in document. We fill it in from your answers, flag your gaps, and keep the training, vendor and incident records it commits you to.
I'm a one-person practice. Does this apply to me?
Yes. Practices with fewer than 5,000 client records are exempt from some elements, and the plan marks which ones.
Do you see my clients' data?
No. We ask about how you protect it, never for the data itself.
Is this legal advice?
No. See the disclaimer below.