Complimentary EBook

Is Your Written Information Security Plan (WISP) Compliant?
Avoid Devastating Data Breaches and Penalties with a Compliant WISP

With information like your clients’ names, social security numbers, financial data, and addresses, thieves can steal their identities, file fraudulent tax returns, apply for loans, and more. This is just one reason why paid accounting and tax practices are required by IRS regulation 5293 and by law to create and implement a Written Information Security Plan (WISP) that details how they’ll protect client data.

Use this checklist to confirm your WISP includes the recommended details such as:

  • Who is responsible for overseeing your WISP program
  • What vulnerabilities and risks your practice faces
  • How you use technology and hardware to accomplish tasks
  • Your process for keeping documents safe
  • Staying on top of cybersecurity doesn’t have to be overwhelming. With a compliant WISP and the right technology in place, you can rest assured that your most valuable information is safeguarded by the strongest security measures.

    Is Your Written Information Security Plan (WISP) Compliant?

    Gain Access

    Feeling inspired? Share these insights on social.