VeritShield WISP for TaxDome Customers

Verito - Cloud hosting & IT for 1,000+ accounting firms

A custom Written Information Security Plan (WISP) built for your firm and the way you run TaxDome. Audit-ready and compliant with IRS and FTC requirements.

How it works

1

Purchase

Complete your order below. $899 per year, per firm. TaxDome customer price, 10% off the standard $999.

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. If you run your practice on TaxDome, the 10% discount applies whether or not you host with Verito.

Yes. We document the software your firm actually runs, including TaxDome, your client portal use, and how staff and clients exchange documents.

Yes. Your WISP meets all IRS Publication 4557 requirements for written security policies.

Unlimited revisions are included all year, so the plan is never final until it fits your firm. And if your WISP doesn't meet IRS requirements, we fix it at no cost.

TaxDome x Verito
Annual plan, per firm
$999$899/year
10% TaxDome customer discount applied

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 and FTC Safeguards Rule documentation
  • 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.
1,000+ firms•Since 2016•★ 4.9/5 on G2