Gmail AI & Circular 230: Compliance Risks for Tax Firms
Are Gmail's AI tools putting your firm at risk? Learn how AI features can trigger IRS Circular 230 violations & how WISPs protect clients.
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WISP Audit Checklist: Essential Documents for Compliance
Prepare for a WISP audit with this checklist. Learn which essential documents you need to prove IRS & FTC Safeguards Rule compliance.
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Why Does the IRS Require a WISP? Protecting PII and Staying Compliant
The IRS Requires a WISP for firms handling PII. Learn the legal requirements & how a WISP protects your clients and your firm from penalties.
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NY SHIELD Act vs. FTC Safeguards: What New York Firms Need to Know
Does your New York firm meet both state and federal security standards? Learn the differences between the NY SHIELD Act and IRS/FTC Safeguards, and how to stay compliant.
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Banking Phishing Scams: ONPointe Imposters & Your Security
Cybercriminals are impersonating the ONPointe banking team to steal MFA codes. Learn how this scam works and why a WISP is required to train your staff to prevent account takeovers.
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WISP Training: Protecting Sensitive Data & Staying Compliant
Human error causes most data breaches. Learn why WISP training is mandatory and how it protects your firm from phishing and IRS penalties.
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WISP Non-Compliance Costs: Beyond the Fines
Discover the hidden costs of WISP non-compliance, from reputational damage to operational chaos, and why DIY WISP templates won't protect you.
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Google Takes Legal Action for Massive Phishing-Kit Operation
Google’s lawsuit against the Smishing Triad phishing kit highlights rising cyber risks. Learn key lessons to protect your small business.
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What Is a WISP (Written Information Security Plan)? And Who Needs One?
WISP 101: Learn what an IRS WISP is, why the FTC Safeguards Rule mandates it, and see the 6 key elements all tax preparers and financial advisors must include.
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Hidden Cybersecurity Risks Every Business Owner Should Know
Steve Enzler of WISP Builder sits down with the Poised for Exit podcast to discuss Hidden Cybersecurity Risks Every Business Owner Should Know
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PTIN Renewal 2025: Check the WISP Box With Confidence & Compliance
PTIN renewal is open! Don't risk your license by checking the WISP box without a plan. Learn about IRS mandates & how WISP Builder helps you.
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Why Every Small Tax Firm Needs An Audit-Ready WISP
Cybercriminals target small tax firms for client SSNs. Learn what the FTC Safeguards Rule requires, why a generic template fails, and how WISPbuilder solves compliance.
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WISP Training Effectiveness: Prove Your Employees are Secure
Learn the metrics to prove your WISP training effectiveness, prevent data breaches, and satisfy IRS auditors.
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Secure Client Portals for Accountants: IRS WISP Compliance
Learn about Secure Client Portals and why they need encryption, access controls, and logging features for IRS compliance and data protection.
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IRS WISP Enforcement Surge: Is Your WISP Audit-Ready?
IRS WISP enforcement is surging after OBBBA gave the IRS $23B. Protect your firm by using WISPbuilder.com to create an audit-proof WISP.
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How to Keep Your WISP Compliant in a Changing World
Learn how to future-proof your WISP with AI, quantum computing, and emerging technologies to keep your firm secure and compliant.
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Documenting IRS WISP Changes for Accountants: What to Keep and How to Track It
Learn why documenting WISP changes is critical for compliance, data security, and IRS audits, plus what records your firm should keep.
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Complete An IRS WISP Review Annually: A Step-by-Step Guide
An IRS WISP review should be completed at least annually. Follow this checklist to make sure you are consistently IRS WISP compliant.
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3 IRS Tax Scams to Watch Out for in August 2025
IRS tax scams are growing daily. The IRS warns of 31 new tax scams targeting tax professionals in just 15 days. Learn about the top 3 in 2025.
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IRS Circular 230 Confidentiality: Safeguarding Client Trust
Master IRS Circular 230 confidentiality rules. Learn how to safeguard data, maintain trust, and avoid penalties with safeguards and a WISP.
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The $25 Million Lesson: Why Your Accounting Firm Needs an IRS WISP Now
Discover why mandatory WISP compliance for accounting firms is critical to avoid massive fines, data breaches, and protect client trust.
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Cybersecurity Planning for Accountants: How to Protect Client Data from Cyber Threats
Learn about Cybersecurity Planning for Accountants and how they should protect client data from cyber threats.
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Protect Your Accounting Firm: Navigating the Largest Data Breach Ever & WISP
With the biggest data breach impacting millions, your accounting firm is at risk. Discover essential strategies and WISP requirements to secure sensitive client information now.
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Why using an IRS WISP Template is hard to maintain on your own
Learn why using an IRS WISP Template is hard to maintain on your own. WISP Builder helps you create and maintain your IRS WISP.
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How WISP Builder Helps Cybersecurity Professionals With Their Tax and Accounting Clients
Learn how WISP Builder Helps Cybersecurity Professionals with Their Tax and Accounting Clients and the IRS-mandated WISP needs.
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Important IRS WISP Update
An IRS wisp update recently arrived via email reminding all tax professionals of the legal obligation to have an IRS WISP for cybersecurity.
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Creating a Cybersecurity Plan Prepares You For A Cybersecurity Breach
Creating a Cyber Security Plan with WISP Builder will help you prepare for a cyber security or data breach of internal and client data.
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How To Avoid Common Pitfalls In An IRS WISP Audit
Learn about the common pitfalls in an IRS WISP audit and what you and your business can do about staying IRS compliant.
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IRS WISP Requirements: 5,000 Consumer Confusion
Unsure about IRS WISP requirements as a tax professional? Understand how having less than 5,000 clients doesn't nullify compliance needs.
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Which is Best for You – Using the Free WISP IRS Template or an Automated Tool?
A WISP IRS Template or a cybersecurity software tool? Which is better for your business to maintain your written information security plan.
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IRS Written Information Security Plan – The Top Security Measures
Discover the top security measures to include in your IRS Written Information Security Plan - encryption, access control & employee training.
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Creating an IRS WISP – A Step-by-Step Guide
Creating an IRS WISP can be complicated. Use our step-by-step guide to protect your clients' data with WISP Builder's tools and templates.
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The Role of an IRS WISP in Data Breach Prevention and Response.
Learn about a PTIN's requirement for an IRS WISP and the role it plays with data breach prevention and response.
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IRS WISP Compliance: How to Effectively Record and Store for Proof
Stay IRS-compliant by properly maintaining WISP compliance records. Learn how to store and prove adherence to IRS WISP security requirements.
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How the IRS WISP Helps Prevent Data Breaches: Key Security Measures Explained
Learn how the IRS Written Information Security Plan (WISP) strengthens data protection, prevents breaches, and ensures compliance.
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How to Stay Updated on IRS WISP Requirements Changes and Compliance Guidelines
IRS WISP regulations evolve—stay compliant with the latest written information security program updates and avoid penalties.
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IRS Mandated WISP: What Happens if Your Business Lacks a WISP?
Failing to implement a Written Information Security Plan (WISP) can lead to penalties. Learn why IRS-mandated WISP compliance is essential for your business.
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