Log In
Log In

Create, Manage and Prove Compliance With Your IRS-Required WISP

Go beyond simply having a WISP. WISP Builder gives you one secure platform to maintain your plan, collect employee acknowledgements and e-signatures, and document the compliance steps your practice has taken.

Create My WISP

Features

  • Builds an editable IRS WISP template using IRS Publication 5708
  • Allows auditable electronic sign-offs as required
  • Houses user acknowledgement of your plan
  • Includes functionality for policy and procedure development
  • Provides ability to manage user permissions and access control
  • Stores plan information securely
  • Sets annual reminders to keep your plan evergreen
  • Contains required training resources
  • Plus more!

“Easy to use and understand. Wish I would have found this site years go. It saved me money and headaches.”

Maria D.
Tax Professional

“A great way to ensure I can prove to authorities that I have a signed security plan. Love the e-signature feature!”

James W.
Tax Professional

“The service performed was excellent and very professional”

G.L.
Tax Professional

“Covered all of the bases for me”

Mark M.
Tax Professional

“The product is useful in building a WISP.”

Andrew L.
Tax Professional

✓ The FTC & IRS require a WISP

✓ You need a WISP

✓ WISP Builder is an online IRS WISP tool to help you comply

View Resources