IRS WISP Builder Tool | Pricing
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Pricing

WISP Builder offers subscription levels to meet the needs of your firm.

Basic

  • $249
  • Up to 2 users
  • Unlimited Plan Acknowledgers
  • Billed annually
Sign Up

Tax Practice

  • $349
  • Up to 5 users
  • Unlimited Plan Acknowledgers
  • Billed annually
Sign Up

Enterprise

  • $990
  • Up to 50 users
  • Unlimited Plan Acknowledgers
  • Billed annually
Sign Up

A “User” is an individual who has been granted login access and are provided with specific permissions that allow them to view and edit content within the platform. An officer who signs the WISP must be listed as a user.

A “Staff/Acknowledger” must annually confirm reviewing your Written Information Security Program (WISP). This includes employees, vendors, and partners with PII access, ensuring compliance without editing rights.

A “User” is an individual who has been granted login access and are provided with specific permissions that allow them to view and edit content within the platform. An officer who signs the WISP must be listed as a user.

A “Staff/Acknowledger” must annually confirm reviewing your Written Information Security Program (WISP). This includes employees, vendors, and partners with PII access, ensuring compliance without editing rights.

A “User” is an individual who has been granted login access and are provided with specific permissions that allow them to view and edit content within the platform. An officer who signs the WISP must be listed as a user.

A “Staff/Acknowledger” must annually confirm reviewing your Written Information Security Program (WISP). This includes employees, vendors, and partners with PII access, ensuring compliance without editing rights.

Additional Services

WISP Assist Service and WISP Review Service provide expert assistance to ensuring your WISP effectiveness.

WISP Assist Service is available in WISP Builder when the payment of the plan that you select above is confirmed.

Learn more

WISP Review Service is available in WISP Builder after you’ve finalized a draft of your first WISP and each draft thereafter.

Learn more
Screenshot of editing WISP in app

All plans include:

  • Editable plan IRS WISP template
  • Publishing tool
  • Secure storage of your plan
  • E-signature sign off
  • E-signature acknowledgment for employees and vendors
  • Archive of past plans
  • Annual review reminders
  • FREE document uploads
  • Access control
  • Administrator role to add or remove access and users
  • Training & Education plus other resources
  • Free application support

WISP Builder offers subscription levels to meet the needs of your firm.

For sole-proprietors to mid-size firms alike, our online IRS WISP tool serves as a secure way to comply with Federal Security requirements.

Feature

WISP Builder logo image

Other Templates
IRS Publications

Cost

WISP Builder

Other Templates
IRS Publications

As low as $5/week

Up to $999 service

Uneditable PDF

IRS Publication 5708 Compliance

WISP Builder

Other Templates
IRS Publications

Fully compliant with
built-in guidance

Based on IRS guidelines

Based on IRS Publication 5708

Editable Template

WISP Builder

Other Templates
IRS Publications

Yes – dynamic web-based

Depends – not web-based

No

Electronic Sign-Offs to PROVE Compliance

WISP Builder

Other Templates
IRS Publications

Included

Not included

Not included

Proof of User Acknowledgement

WISP Builder

Other Templates
IRS Publications

Included

Not included

Not included

Access Control & Permissions

WISP Builder

Other Templates
IRS Publications

Role-based access

Not available

Not available

Secure Cloud Storage

WISP Builder

Other Templates
IRS Publications

Encrypted and backed up

User-managed tracking

User-managed tracking

Annual Review Reminders

WISP Builder

Other Templates
IRS Publications

Automated reminders

Manual tracking

Manual tracking

Training Resources Included

WISP Builder

Other Templates
IRS Publications

Built-in training modules

None

None

Audit-Ready Reporting

WISP Builder

Other Templates
IRS Publications

Yes

No

No

Ease of Use

WISP Builder

Other Templates
IRS Publications

Guided, intuitive interface

Basic Word document

Basic Q&A form

Support

WISP Builder

Other Templates
IRS Publications

Dedicated support team

Limited (optional paid service)

Limited FAQ only

Common Questions

Can I add users?

Yes, once you sign up, an account administrator can add or remove users. If you go beyond your contract plan for number of users, you will be automatically moved to the next level plan.

Do I control what each user can see?

Yes. The administrator is the only one that can add or delete users and establish what parts of the WISP builder they have access to.

Does each sign off create a new user?

No. Acknowledgement and review of the plan is a required function of an IRS WISP. So if you need employees to review and acknowledge your published plan, it is done electronically and these users are not given permanent logins, unless you set them up.

Can I cancel my service?

Of course. But given the nature of the service, the annual fee is not refundable. So use the tool until you move your service elsewhere.

View All FAQs
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