WISP Done Right, Pricing That's Light
Protecting your sensitive client data is not just good practice – for tax professionals, insurance industry sectors and financial 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.
Basic Plan
- 1-2 Collaborative Users
- Unlimited Acknowledgers
$249/year
+ $595.00 (one-time fee)Additional Services
WISP Assist
One-on-one assistance with WISP building and implementation guidance.
+ $595.00 (one-time fee)
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Unlike a manual document that quickly becomes outdated and requires painstaking updates, WISP Builder provides automated reminders for annual reviews, integrates e-signature capabilities for compliance proof, and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 financial 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
- Access to helpful training, education, and other resources
- Supplied documents to enable your required training
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
No
Electronic Sign-Offs to PROVE Compliance
Included
Not included
Not included
Proof of User Acknowledgement
Included
Not included
Not included
Access Control & Permissions
Role-based access
Not available
Not available
Secure Cloud Storage
Encrypted and backed up
User-managed tracking
User-managed tracking
Annual Review Reminders
Automated reminders
Manual tracking
Manual tracking
Training Resources Included
Built-in training modules
None
None
Audit-Ready Reporting
Yes
No
No
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, insurance broker, auto dealer, 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, flexible plans to are available to accommodate.
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.