SERVICES

WISP ASSIST – your expert partner in compliance

WISP ASSIST is an additional service offering that pairs you with a dedicated cybersecurity expert to build, review and enhance your Written Information Security Plan. WISP ASSIST means we work with you to ensure your plan aligns with the latest regulatory mandates and best practices.

What you’ll get

One-on-one consultation with a cybersecurity expert
Customized review of your firm’s processes, technology, and data flows
A fully built WISP that aligns with regulatory standards (including IRS Publication 5708/5709)
Audit-ready documentation and secure storage to demonstrate proof of compliance

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Why you need WISP ASSIST

The IRS has heightened enforcement efforts—and it isn’t just about tax returns anymore; it’s about how you handle and protect data.
Your plan must be living, maintained, and backed by evidence (like user acknowledgments, training records, periodic reviews).
With WISP ASSIST, you get much more than just a document: expert guidance, a tailored process, and a path to confidently demonstrate compliance.

Who should choose WISP ASSIST

Tax & accounting firms, Insurance agencies, Financial planning advisors and all small businesses that are building their first WISP
Practices preparing for audits, regulatory review, or increased scrutiny
Anyone who would rather “get it done right” with expert help instead of trying to navigate it alone

Benefits that matter

Save time and reduce stress by delegating the complex compliance heavy-lifting
Gain confidence that your WISP is not just done, but done well and defensible
Protect your business from data breaches, regulatory penalties, and reputational risk
Maintain the trust of your clients by demonstrating you take information security seriously

Get Started Today

Don’t wait until a regulatory audit or breach forces your hand. With WISP Builder and WISP ASSIST you can proactively protect your firm, satisfy mandatory requirements, and focus on serving your clients.

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