Steve Enzler of WISP Builder Joins Julie Keyes on the Poised for Exit Podcast

If you haven’t listened to the Poised for Exit podcast with Julie Keyes, founder of KeyeStrategies, LLC, yet, then you have been missing out on deep thought leadership. In this episode 269 of Poised for Exit, host Julie Keyes interviews Steve Enzler, owner and CEO of WISP Builder and sister companies, Tangible Values and Practice Panda.  

A major focus of the conversation is the IRS and FTC-mandated Written Information Security Plan (WISP). Since 2023, all tax professionals must maintain a WISP to comply with federal safeguard rules protecting personally identifiable information (PII). 

WISP Non-compliance can result in steep fines or even jail time

Steve explains that while many firms “check the box,” few implement their WISP properly leaving them vulnerable. 

That gap inspired Tangible Values to build WISPBuilder, a platform that helps firms create, update, and securely store their WISP with features like e-signatures, vendor acknowledgments, and annual review reminders.

In the podcast interview, Steve highlighted common cyber-attack entry points such as phishing emails, impersonation attempts, and remote access scams.  He shared real examples of how simple employee mistakes can create major security risks. For example, one employee clicked a phishing email, giving hackers access to client data. Another sent sensitive tax files to a personal email that was later compromised. Both incidents put clients and the firm at risk.

How can you help to avoid cybersecurity attacks?

Proper training, strong internal controls, and an up-to-date Written Information Security Plan (WISP) can stop small mistakes from becoming costly breaches.

This podcast episode was Part 1 of a two-part series diving into cybersecurity risks, federal requirements, and tips to help small businesses protect themselves.

Listen to Julie’s full discussion with Steve and be sure to subscribe to their podcast for more game changing stories.