WISP Done Right, Pricing That’s Light

Protecting your sensitive client data is not just good practice – for tax professionals and businesses handling personally identifiable information (PII), it’s an IRS mandated requirement. Creating a comprehensive Written Information Security Plan (WISP), compliant with regulations like the FTC Safeguards Rule, is essential to avoid hefty fines, prevent costly data breaches, and maintain client trust.

Show more

WISP Builder simplifies this critical task by offering an affordable, user-friendly online tool designed specifically to help you quickly generate, implement, and maintain an IRS compliant WISP that meets all necessary data security standards, providing peace of mind without the typical complexity or high cost. Thankfully, WISP Builder offers affordable subscription levels to meet the needs of your firm.

Show less

Choose your plan size:

Basic Plan

2 Collaborative Users
Unlimited Acknowledgers

Tax Practice

3-5 Collaborative Users
Unlimited Acknowledgers

Enterprise Plan

11+ Collaborative Users
Unlimited Acknowledgers

Additional Services

Deselect

Click to add WISP assist service

WISP Assist

One-on-one assistance with WISP building and implementation guidance.
+ $595.00 (one-time fee)

Learn More

Click to add Review Service

WISP Review

Comprehensive review of your WISP with expert recommendations and implementation guidance.
+ $595.00

Learn More

$249/year

+ $595.00 (one-time fee)

Get Started Now

See How It Works

All Plans Include:

Technical Support
Secure WISP Storage
Training Resources
Annual Reminders

Easy Collaboration
Access Controls
e-Signature Sign Off
…and more!

Plan FAQs

What’s a Collaborative User?

A collaborative user is an individual who helps build and maintain your WISP. An officer who signs the WISP must be listed as a User.

What’s an Acknowledger?

An acknowledger is a staff member (employee, vendor, and partner) with PII access who confirms your WISP annually, to ensure compliance.

Beyond Templates.
Beyond Doubt.

Unlike a manual document that quickly becomes outdated and requires painstaking updates, WISP Builder provides automated reminders for annual reviews, integrates e-signature capabilities for compliance proof, and offers secure offsite storage of your plan and acknowledgments, ensuring your data security framework remains robust, audit-ready, and truly effective in protecting your client data against evolving threats, all at an affordable price designed for tax professionals and businesses of all sizes.

When you use WISP Builder you get:

Easy Plan Creation & Customization

A ready-to-use WISP template that meets IRS requirements, which you can easily edit to fit your unique business
Our publishing tool helps you finalize and share your plan

Flexible Management & Control

FREE document uploads for any extra policies or materials you need
Control who can access your plan and what they can see
An Administrator role to easily add or remove users and manage access

Seamless Compliance & Accountability

Secure online storage for your important WISP
Digital signatures (e-signatures) for you to approve your plan
E-signatures for employees and vendors to acknowledge they’ve read and understood the plan
An archive that keeps a secure record of all your past plans
Automatic annual reminders so your plan is always up-to-date and compliant

Ongoing Support & Resources

Expert guidance when you need it
Access to helpful training, education, and other resources

Wrestling with a Manual WISP Template?

There’s a Better Way. Here’s Proof:

Feature

Other Templates

IRS Publications

Cost

As low as $5/week

Up to $999 service

Uneditable PDF

IRS Publication 5708 Compliance

Fully compliant with
built-in guidance

Based on IRS guidelines

Based on IRS Publication 5708

Editable Template

Yes – dynamic web-based

Depends – not web-based

Electronic Sign-Offs to PROVE Compliance

Included

Not included

Proof of User Acknowledgement

Included

Not included

Access Control & Permissions

Role-based access

Not available

Secure Cloud Storage

Encrypted and backed up

User-managed tracking

Annual Review Reminders

Automated reminders

Manual tracking

Training Resources Included

Built-in training modules

None

Audit-Ready Reporting

Yes

Ease of Use

Guided, intuitive interface

Basic Word document

Basic Q&A form

Support

Dedicated support team

Limited (optional paid service)

Limited FAQ only

Do You Really Need a WISP? Yes. And Here’s Why:

We get it—your to-do list is already overflowing, and creating a Written Information Security Plan (WISP) seems like just another hassle. But the truth is, a WISP isn’t optional; it’s a critical, federally mandated requirement for any business that handles sensitive client data, such as a CPA firm or a tax professional. Without a proper WISP, you’re not just risking a data breach, you’re exposing your business to severe fines and penalties from regulators like the IRS and FTC.

We believe that protecting your business and clients shouldn’t add to your frustration. That’s why WISP Builder was created to simplify the entire process. Unlike a static and manual IRS template, our dynamic platform gives you everything you need to easily create and maintain a compliant WISP. From expert support to simple collaboration tools, WISPBuilder makes security fluid, manageable, and secure, giving you the peace of mind you deserve.

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

Let Us Help You Get It Done

Get Started Today!

See How It Works

Contact Support

WISP Done Right, Pricing That’s Light

Choose your plan size:

Basic Plan

Tax Practice

Enterprise Plan

Additional Services

$249/year

All Plans Include:

Plan FAQs

What’s a Collaborative User?

What’s an Acknowledger?

Beyond Templates.Beyond Doubt.

When you use WISP Builder you get:

Wrestling with a Manual WISP Template?

Feature

Other Templates

IRS Publications

Other Templates

IRS Publications

Other Templates

IRS Publications

Other Templates

IRS Publications

Other Templates

IRS Publications

Other Templates

IRS Publications

Other Templates

IRS Publications

Other Templates

IRS Publications

Other Templates

IRS Publications

Other Templates

IRS Publications

Other Templates

IRS Publications

Other Templates

IRS Publications

Other Templates

IRS Publications

Do You Really Need a WISP? Yes. And Here’s Why:

Common Questions

Can I add users?

Do I control what each user can see?

Does each sign off create a new user?

Can I cancel my service?

Let Us Help You Get It Done

Additional Services

WISP Review Service

What’s Included:

Expert Review

Grading and Feedback

Compliance and Best Practices

WISP Assist Service

What’s Included:

Initial Security Assessment

WISP Documentation Support

Compliance Guidance

Beyond Templates.
Beyond Doubt.