Get your IRS-compliant WISP today
Every tax preparer in the United States is required to maintain a Written Information Security Plan. Don't risk IRS penalties, PTIN loss, or client lawsuits. Get protected now.
$350K
Average cost of a data breach for small tax practices
73%
Of tax firms experienced a cyber incident last year
100%
Of tax preparers are required to have a WISP by the IRS
Why It Matters
The IRS isn't asking. They're requiring it.
Since 2022, the IRS has mandated that every tax professional who handles taxpayer information maintain a Written Information Security Plan. This isn't optional guidance — it's a requirement under IRS Publication 4557 and the FTC Safeguards Rule.
Tax professionals without a compliant WISP face serious consequences: loss of their Preparer Tax Identification Number (PTIN), IRS penalties, and significant legal liability if client data is breached.
Consequences of Non-Compliance
Don't let this happen to your practice
PTIN Revocation
The IRS can revoke your ability to prepare tax returns.
Financial Penalties
Fines up to $100,000 per violation under the FTC Safeguards Rule.
Client Lawsuits
Without documented security, you have no legal defense in a breach.
Reputation Damage
A single breach can destroy decades of client trust.
E-file Revocation
IRS can revoke your Electronic Filing Identification Number.
Pricing
Choose the right level of protection
From a free DIY template to full compliance support — pick the option that fits your practice.
DIY Template
A solid starting point for tax professionals who want to build their own WISP.
$0 — Download instantly
Professional WISP
A complete, professionally written WISP customized specifically for your tax practice.
One-time payment
WISP + Full Compliance
Your WISP plus complete compliance documentation and hands-on implementation support.
One-time payment
Compare all options
See exactly what's included in each tier.
| Feature | DIY Template | Professional WISP | Full Compliance |
|---|---|---|---|
| IRS Publication 4557 compliant | |||
| FTC Safeguards Rule compliant | — | ||
| Customized to your practice | — | ||
| Written by compliance experts | — | ||
| Incident response procedures | Basic | ||
| Employee training program | Checklist | Outline | Full program |
| Vendor management documentation | — | ||
| Security risk assessment | — | — | |
| Implementation guidance | — | — | |
| Annual update included | — | — | First year |
| Dedicated security advisor | — | — | 90 days |
| Support | Self-service | 30-day email | 90-day priority |
| Download Free | Get Started | Get Started |
How It Works
Your WISP, delivered in 3 simple steps
Tell Us About Your Practice
Fill out a short questionnaire about your firm size, software, workflows, and security setup. Takes about 15 minutes.
We Write Your WISP
Our cybersecurity compliance experts craft a customized WISP tailored to your specific practice and risk profile.
Review and Implement
Receive your completed WISP, review it with our team if needed, and implement with confidence.
Frequently asked questions
What exactly is a WISP?
What happens if I don't have a WISP?
What's the difference between the free template and the professional WISP?
How long does it take to receive my professional WISP?
Do I need to update my WISP every year?
Is the free template really free?
Don't wait for an IRS notice
Every day without a compliant WISP is a day your practice is at risk. Get protected now — whether you choose the free template or our professional service.
Questions? Call us or send us a message.