Your Security Plan.
Our reassuring guidance, alerts, and compliance platform.
WISP Builder keeps your accounting firm secure and IRS compliant. You can easily develop and maintain your own digital IRS WISP with our all-in-one user-friendly platform, saving you time, money and the risk of costly penalties.
All plans include:
Secure web application built to get you started with ease
Publishing tool
E-signature sign off and acknowledgments
Admin role to manage user access
Secure storage of all of your plans
Annual review reminders
Free Document Uploads
Archive of past plans
Training & education plus other resources
Free application support
WISP Builder’s built-in E-Signature tracking provides verifiable proof that your organization meets IRS WISP requirements.
WISP Builder automates reminders and timestamps every update, ensuring your WISP is reviewed and renewed annually to maintain compliance.
Employees, vendors, and third parties must be trained. WISP Builder delivers the necessary training materials and tracks completion to keep you compliant.
Every user must agree to your WISP. WISP Builder automatically records and tracks acknowledgements to ensure full accountability.
WISP Builder stores your WISP securely offsite, while giving you seamless access to edit, manage, and maintain your plan.
WISP Builder protects you and your client’s Personally Identifiable Information (PII).
How WISP Builder works:
Select a WISP Builder Plan
We have an IRS WISP solution for any size firm. Please contact us with any questions or if you have needs that may exceed outside of these options.
Basic
- Up to 2 Users ⓘ Up to 2 Users: 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.
- Unlimited Plan Acknowledger ⓘ Unlimited Plan Aknowledgers: A “Staff/Acknowledger” must annually confirm reviewing your Written Information Security Plan (WISP). This includes employers, vendors, and partners with PII access, ensuring compliance without editing rights.
- Billed Annually
- $249
Tax Practice
- Up to 5 Users ⓘ Up to 5 Users: 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.
- Unlimited Plan Acknowledgers ⓘ Unlimited Plan Aknowledgers: A “Staff/Acknowledger” must annually confirm reiewing your Written Information Security Plan (WISP). This includes employers, vendors, and partners with PII access, ensuring compliance without editing rights.
- Billed Annually
- $349
Enterprise
- Up to 50 Users ⓘ Up to 50 of Users: 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.
- Unlimited Plan Acknowledgers ⓘ Unlimited Plan Aknowledgers: A “Staff/Acknowledger” must annually confirm reiewing your Written Information Security Plan (WISP). This includes employers, vendors, and partners with PII access, ensuring compliance without editing rights.
- Billed Annually
- $990
* Not including applicable sales tax in some states
Federal Law requirements
for all professional tax preparers and accounting firms:
1. Create a Written Information Security Plan (WISP)
2. Monitor, test and maintain your plan
WISP Builder is the only cost-effective tool that does all of this … and more.
Easy Online Collaboration
Built for tax & accounting firms like yours to help you securely comply with IRS & FTC requirements.
Written Information Security Plans (WISP) have been legally required since 2023.
Why choose WISP Builder to meet your IRS requirements?
Select a WISP Builder Plan
Take advantage of WISP Builder today – your online IRS WISP template that protects you and your client’s Personally Identifiable Information (PII).
Basic
- Up to 2 Users ⓘ Up to 2 Users: 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.
- Unlimited Plan Acknowledger ⓘ Unlimited Plan Aknowledgers: A “Staff/Acknowledger” must annually confirm reviewing your Written Information Security Plan (WISP). This includes employers, vendors, and partners with PII access, ensuring compliance without editing rights.
- Billed Annually
- $249
Tax Practice
- Up to 5 Users ⓘ Up to 5 Users: 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.
- Unlimited Plan Acknowledgers ⓘ Unlimited Plan Aknowledgers: A “Staff/Acknowledger” must annually confirm reiewing your Written Information Security Plan (WISP). This includes employers, vendors, and partners with PII access, ensuring compliance without editing rights.
- Billed Annually
- $349
Enterprise
- Up to 50 Users ⓘ Up to 50 of Users: 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.
- Unlimited Plan Acknowledgers ⓘ Unlimited Plan Aknowledgers: A “Staff/Acknowledger” must annually confirm reiewing your Written Information Security Plan (WISP). This includes employers, vendors, and partners with PII access, ensuring compliance without editing rights.
- Billed Annually
- $990
* Not including applicable sales tax in some states
