FAQs

What is WISP Builder?

WISP Builder is a web-based tool designed to help tax and accounting professionals create, manage, and maintain an IRS-compliant Written Information Security Plan (WISP). It simplifies the process of meeting IRS and FTC cybersecurity requirements using guided templates and secure digital tools.

Who needs a WISP?

Any business that handles sensitive client information—especially tax preparers, accountants, and financial professionals—is required by the IRS and FTC to have a Written Information Security Plan in place.

What does WISP Builder include?

An editable IRS WISP template based on IRS Publication 5708
Secure storage for your plan
Electronic sign-off and user acknowledgment features
User permissions and access control
Annual reminders for updates
Required training resources

Is WISP Builder compliant with IRS and FTC regulations?

Yes. WISP Builder is specifically designed to meet the requirements outlined in IRS Publication 5708 and FTC Safeguards Rule, helping you stay compliant and avoid penalties.

How does WISP Builder help protect my business?

By guiding you through the creation of a comprehensive security plan, WISP Builder helps identify and mitigate risks to client data, reducing the likelihood of data breaches and ensuring regulatory compliance.

Can I customize my WISP?

Absolutely. WISP Builder provides a flexible template that you can tailor to the size, structure, and specific needs of your business.

What happens if I don’t have a WISP?

Failure to implement a WISP can result in fines, penalties, and increased risk of data breaches. It may also jeopardize your ability to legally operate under IRS and FTC guidelines.

Is training included?

Yes. WISP Builder includes training resources to ensure your team understands and adheres to your security plan.

How do I get started?

Sign up to begin building your IRS-compliant WISP today.

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.

WISP Builder offers pricing plans to meet the needs of your firm.

View Plans