Pricing – WISP Builder

Basic

$199

Two users

Billed annually

Tax Practice

$300

Up to 5 users

Billed annually

Enterprise

$990

Up to 50 users

Billed annually

All plans include:

Editable plan 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 roll 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 tool serves as a secure way to comply with Federal Security requirements.

FAQ’s

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 a 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?

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.