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WISP Builder Is the Fastest Way to Create an IRS-Required Written Information Security Plan

A Written Information Security Plan (WISP) is mandatory for tax preparers, financial teams, insurance firms, and other small businesses. WISP Builder generates one automatically, customized to your firm, in under 10 minutes.

Create My WISP

Features

  • Builds an editable IRS WISP template using IRS Publication 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!

“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

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