VeritShield WISP
Verito - Cloud hosting & IT for 1,000+ accounting firms
A custom Written Information Security Plan (WISP) for tax preparers, CPAs, and accounting firms. We gather information about your technology, staff workflows, and security practices so your plan reflects how your firm handles client information and addresses IRS and FTC requirements.
Your WISP in 3 simple steps
- 1
Purchase
Complete your order below. $999 per year, per firm.
- 2
30-Minute Scoping Call
A Verito engineer builds the plan with you on one 30-minute call. Your firm size, software, and workflow. No sales pitch.
- 3
WISP in Hand
Custom WISP delivered within 5 business days.
Questions
Yes. We build your WISP based on your firm's size, technology, and workflow. Not a generic template.
No. This is a standalone service available to any tax or accounting firm.
Yes. Your WISP meets all IRS Publication 4557 requirements for written security policies.
A free template gives you a structure to build your own plan. VeritShield WISP is for firms that want help documenting their specific systems and procedures. Either way, your firm still needs to put the plan's safeguards into practice.
100% satisfaction guaranteed
"My WISP is in place, my data is backed up and secure. I'm very satisfied."
- Jennifer C., CPA
What's Included:
- Custom WISP for your Firm
- IRS Publication 4557 Compliant
- FTC Safeguards Rule documentation
- Delivered in 5 business days
- Unlimited revisions, all year. Add a preparer, switch tax software, open a second office. Send it over and we update the plan. No change fees.
- You don't write it. We do. A Verito engineer builds the plan with you on one 30-minute call.
- Any Firm, Whether You Host With Us or Not