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615-624-9690Custom Written Information Security Plans (WISP) to keep your clients' data safe and meet IRS / FTC requirements.
A Written Information Security Plan (WISP) is your business's comprehensive roadmap for protecting sensitive client data from unauthorized access, breaches, and cyber threats.
A WISP documents your policies, procedures, and controls for safeguarding sensitive information. It's required by federal regulations and demonstrates your commitment to data protection.
Your clients trust you with their most sensitive financial information. A data breach can devastate your reputation, result in legal liability, and destroy client relationships.
The IRS requires a WISP for PTIN renewal. The FTC mandates it under the Safeguards Rule. Without one, you face penalties, fines, and potential legal action.
Show clients you take their security seriously
Meet IRS and FTC regulatory requirements
Operate with confidence and protection
A complete, customized WISP covering all three critical safeguard categories required for compliance
Policies and procedures to protect your physical premises, paper records, and hardware from unauthorized access or theft.
Technology-based controls that protect electronic data through encryption, network security, and access management.
Management controls including employee training, access policies, and incident response procedures.
Every WISP is customized to your business operations, industry requirements, and risk profile
Buy Your Custom WISPGetting your custom WISP is straightforward. We handle the complexity so you can focus on your business.
Schedule a consultation call or fill out our simple intake form. We'll gather information about your business operations, data handling practices, and specific compliance needs.
Our compliance experts create a comprehensive WISP tailored to your business. We include all required policies, procedures, and safeguards customized to your operations.
Receive your compliant WISP document ready to use for IRS PTIN renewal, FTC compliance, or client requirements. Includes implementation guidance and ongoing support.
Start the process today and have your compliant WISP document in less than a week
Buy Your WISP NowExperience the difference of working with compliance experts who understand your business
Work with certified security professionals who specialize in IRS and FTC compliance requirements. We understand the regulations inside and out.
No confusing jargon or technical complexity. We write your WISP in plain language that you and your team can actually understand and implement.
Professional WISP services at prices that make sense for your business. No hidden fees, no surprise charges—just transparent, fair pricing.
We don't disappear after delivery. Get ongoing support for implementation questions, updates, and guidance as your business evolves.
Need your WISP quickly for PTIN renewal or an audit? We deliver complete, compliant documents in 3-5 business days—not weeks or months.
Our WISPs meet all IRS PTIN and FTC Safeguards Rule requirements. If your WISP doesn't pass regulatory review, we'll revise it at no charge.
CPAs, tax preparers, financial advisors, and businesses across regulated industries
Everything you need to know about WISP compliance and data security
Learn the fundamentals of Written Information Security Plans, what they include, and why they're required for businesses handling sensitive financial data.
Understand the risks of non-compliance, regulatory penalties, and how a WISP protects your business from data breaches and legal liability.
Discover practical tips for implementing your WISP, training employees, and maintaining ongoing compliance throughout the year.
Still have questions? We're here to help.
Schedule a Consultation