IRS WISPs for Tax and Accounting Firms
Every tax, accounting, and CPA firm, regardless of size, is now required by the IRS and FTC to have a WISP (Written Information Security Plan) signed and executed in place for the 2023 tax season. The GLBA (Gramm-Leach-Bliley Act) states that firms who don’t comply can be fined $100,000 for each violation. We make the entire WISP process easy for any size tax, accounting or CPA firm.
If your firm does not have a WISP currently implemented, you are in violation of the GLBA.
Complete IRS WISP Solutions
Cloud Security
Secured with Military Grade Encryption
Accessible From Anywhere
No software install. Access the platform on the web from your desktop or smartphone
Customizable
Designed to suit your firm’s unique needs
Support
Phone, email, and chat support available for your questions
Quick and Easy Implementation
Our WISP platform is easy to use and securely accessible from anywhere. Specifically customized to your practice or firm.
- Plans for Any Size Firm
- Latest Updates Included Automatically
- Instantly Downloadable
- 100% Customizable
IRS WISP Compliance
Become and stay compliant with the new IRS and FTC laws and guidelines with our WISP platform.
- Fast
- Simple
- Easy
- Compliant
Compliance for your firm
GLBA fines are costly: $100,000 per incident
Reporting and Audit Trail Features
Generate and download reports when needed
Regularly Updated
Includes the most up to date information
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Smart features
All the tools you need
Easy to use
Made for everyone
Helping you focus on your practice and clients
By hosting and managing the WISP infrastructure on this platform, you save time and resources that would otherwise be spent on determining proper compliance for your firm.
- Easy to use
- Compliance with new IRS Requirements
- Smart features
- Secure platform
Simple pricing plans for your firm’s needs
Straight forward and up front pricing plans designed to suit firms of any size.
Free Basic IRS WISP
Customized IRS WISP Template
$0
Save 100% $99
- Instantly Downloadable IRS WISP as a PDF
- Customized to Include Your Firm’s Information
- Great Starting Point for Any Firm
Cloud Hosted Customized IRS WISP
For Sole-Proprietors and Firms with Employees
$55/month
Save 50% $110/month
- Fully Customizable IRS WISP
- Secure and Encrypted Cloud Hosting for Your Firm’s Written Information Security Plan
-
Includes the Following Ancillary Attachments:
- Employee and Contractor Acknowledgement of Understanding
- Rules of Behavior and Conduct Safeguarding Client PII
- Security Breach Procedures and Notifications
- Record Retention Policy
-
Online Interactive Inventory For:
- Firm Employees Authorized to Access PII
- Firm Hardware Devices Containing PII Data
- eSign from Anywhere
- Instantly Downloadable WISP as a PDF
- Secure Sharable Link to View and Download
- Data Stored with Military Grade Encryption
- Annual WISP Review
- Basic Support
- Any Future Updates Included
* Annual Security Awareness/PII Training and Certification for Employees and Contractors Available for $39/certification
Complete WISP Platform + Annual Risk Assessment
For Sole-Proprietors and Firms with Employees
$90/month
Save 50% $180/month
- Full Access to the WISP Platform and All WISP Services
- Annual Security Awareness Training and Certification Integrated for Employees and Contractors*
- 4 Annual Certification Credits Included
($156/year Value)
- 4 Annual Certification Credits Included
- Yearly Cyber-Security Risk Assessment Performed by Industry Experts
($599/year Value) - AI Enhanced WISP Powered By OpenAI’s ChatGPT-4
- Fully Automated Workflows and Email Reminders
-
Includes the Following Ancillary Attachments:
- Employee and Contractor Acknowledgement of Understanding
- Rules of Behavior and Conduct Safeguarding Client PII
- Security Breach Procedures and Notifications
- Record Retention Policy
-
Cloud Hosted Online Employee and Device Inventory:
- Firm Employees Authorized to Access PII
- Firm Hardware Devices Containing PII Data
- Employee Compliance Reporting and Audit Trail
- Website Downtime Monitoring and Alerting for Your Domain
($240/year Value) - Personalized With Your Firm’s Logo
- eSign from Anywhere
- We Host Your WISP and the Required Infrastructure
- Data Stored with Military Grade Encryption
- Instantly Downloadable WISP
- Priority Support
- Any Future Updates Included
* 4 Certification Credits Included Every Year – Additional Annual Security Awareness/PII Training and Certification for Employees and Contractors Available for $39/certification
Free Basic IRS WISP
Customized IRS WISP Template
$0
Save 100% $99
- Instantly Downloadable IRS WISP as a PDF
- Customized to Include Your Firm’s Information
- Great Starting Point for Any Firm
Cloud Hosted Customized IRS WISP
For Sole-Proprietors and Firms with Employees
$495/year
Save 25% Off Monthly Price$660/year
- Fully Customizable IRS WISP
- Secure and Encrypted Cloud Hosting for Your Firm’s Written Information Security Plan
-
Includes the Following Ancillary Attachments:
- Employee and Contractor Acknowledgement of Understanding
- Rules of Behavior and Conduct Safeguarding Client PII
- Security Breach Procedures and Notifications
- Record Retention Policy
-
Online Interactive Inventory For:
- Firm Employees Authorized to Access PII
- Firm Hardware Devices Containing PII Data
- eSign from Anywhere
- Instantly Downloadable WISP as a PDF
- Secure Sharable Link to View and Download
- Data Stored with Military Grade Encryption
- Annual WISP Review
- Basic Support
- Any Future Updates Included
* Annual Security Awareness/PII Training and Certification for Employees and Contractors Available for $39/certification
Complete WISP Platform + Annual Risk Assessment
For Sole-Proprietors and Firms with Employees
$810/year
Save 25% Off Monthly Price$1,080/year
- Full Access to the WISP Platform and All WISP Services
- Annual Security Awareness Training and Certification Integrated for Employees and Contractors*
- 4 Annual Certification Credits Included
($156/year Value)
- 4 Annual Certification Credits Included
- Yearly Cyber-Security Risk Assessment Performed by Industry Experts
($599/year Value) - AI Enhanced WISP Powered By OpenAI’s ChatGPT-4
- Fully Automated Workflows and Email Reminders
-
Includes the Following Ancillary Attachments:
- Employee and Contractor Acknowledgement of Understanding
- Rules of Behavior and Conduct Safeguarding Client PII
- Security Breach Procedures and Notifications
- Record Retention Policy
-
Cloud Hosted Online Employee and Device Inventory:
- Firm Employees Authorized to Access PII
- Firm Hardware Devices Containing PII Data
- Employee Compliance Reporting and Audit Trail
- Website Downtime Monitoring and Alerting for Your Domain
($240/year Value) - Personalized With Your Firm’s Logo
- eSign from Anywhere
- We Host Your WISP and the Required Infrastructure
- Data Stored with Military Grade Encryption
- Instantly Downloadable WISP
- Priority Support
- Any Future Updates Included
* 4 Certification Credits Included Every Year – Additional Annual Security Awareness/PII Training and Certification for Employees and Contractors Available for $39/certification
Download Your IRS WISP Now!
Take 10 minutes and create your own customized WISP for your tax, accounting, or CPA firm.
FAQs
Frequently asked questions
How do I know if I need a WISP?
What do the new laws from the IRS and FTC require?
What if I am just a sole proprietor?
How long does it take to create an IRS WISP for my firm?
What is the GLBA?
What if I still have questions?
Question not answered above? Contact us