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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

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