Dedicated to help develop and maintain your firm’s Written Information Security Plan (WISP)

Federal Law Requires* all professional tax preparers and accounting firms to:

Create a Written Information Security Plan or WISP
Monitor, test and maintain the plan

* See resources page for details

FEATURES

FEATURES

Builds an editable plan template using IRS Pub 5708
Allows auditable electronic signoffs as required
Houses user acknowledgement of your plan
Includes functionality for policy and procedure development
Enables user permissions & access control
Stores plan information securely
Sets annual reminders to keep your plan evergreen
Contains required training resources
Plus MORE!

✓ The FTC and IRS require it

✓ You need it

✓ Here’s a tool to help you comply