VeriShield WISP is a comprehensive service that goes beyond a simple template. Our experts provide the guidance and documentation, you need to build, implement, and maintain a customized Written Information Security Program for your tax and accounting firm.
One-time purchase. Instant access to all documentation .
For tax and accounting firms, the stakes have never been higher. A written information security plan is no longer optional—it's a mandatory federal requirement. You must have a WISP to renew your PTIN and legally file taxes. A single misstep can lead to audits, fines, and a loss of client trust.
Face IRS or client audits with confidence, knowing your documentation is complete and accurate.
Secure or maintain your cyber liability insurance with a formal, managed data security program.
Stop guessing. Leverage our deep industry knowledge to build a program that truly protects your firm.
Focus on billable hours, not complex compliance paperwork. We streamline the entire process.
Unlike other providers who hand you a glorified template and walk away, we provide a white-glove audit and expert-guided WISP creation. Our dedicated support team ensures your plan is tailored, implemented, and truly audit-ready.
A template is a starting point, but it's not a solution. DIY is risky and time-consuming. Our unique process empowers you to build a robust, audit-ready security program you own and control, without the guesswork.
Discovery & Risk Assessment
We start by understanding your firm's unique size, software, and workflows to identify specific risks.
Custom WISP Development
We provide tailored documentation, policies, and an implementation roadmap that fits your firm like a glove.
Guided Implementation & Training
You're not alone. Our specialists guide your team, empowering you to own and manage your security program.
Ongoing Support & Updates
Compliance isn't a one-time event. We provide ongoing policy updates and audit preparation support.
We provide everything you need to build, implement, and maintain a compliant security program.
Custom-developed WISP tailored to your firm
Comprehensive documentation & implementation roadmap
Annual risk assessment and gap analysis
Actionable remediation guidance
Ongoing policy updates & documentation management
Audit preparation support
Guidance for incident response & disaster recovery plans
On-demand policy documentation for auditors or insurers
Our service is specifically designed for tax and accounting professionals who are serious about data security and compliance.
Tax & accounting practices subject to the FTC Safeguards Rule.
Firms needing to confidently answer 'Yes' to IRS Form W-12.
Offices seeking to secure or maintain cyber liability insurance.
Practices with limited in-house compliance expertise.
Firms wanting an audit-ready security program they can control.
We go beyond generic templates. Your WISP is developed based on your firm’s specific size, software, workflows, and risk profile to ensure true compliance.
Our entire process is built around the unique needs of tax professionals, specifically addressing the FTC Safeguards Rule and IRS Publication 4557 requirements.
You’re not alone. Our specialists guide your team through the entire buildout and implementation, empowering you to own and manage a robust security program.
Receive the formal, actionable documentation you need to satisfy auditors, secure or maintain cyber liability insurance, and confidently answer 'Yes' to Form W-12.
My company has used Verito for several years now. We have expanded to 3 locations, all of which we use Verito at. The ability to work from anywhere is priceless. Anytime we have any questions, or issues they are handled very quickly. They have even gone above and beyond and helped with issues that weren't even theirs. Good luck finding that elsewhere.
As a one person tax practice I was looking for a dependable remote desktop - verito was referred on many tax professional forums. The price was right and I have been with them a few months now with zero issues - when I have questions, they are answered in the same day, usually in the same hour. Highly recommend.
Verito does a wonderful job of supporting my accounting/tax/payroll. Service and support are outstanding and always easy to reach and solve our issues quickly.
Superior customer service. Almost 0% downtime. Host tax software as well as virtual office. Great cloud company.
Still have some questions in mind?
It's our unique mechanism for compliance. We provide expert-developed templates, checklists, and direct advisory support, empowering your internal team to build and maintain a compliant WISP. It's the perfect balance of expert guidance and internal control.
No, and that's by design. We believe the most robust security programs are owned internally. We guide you in establishing and empowering your own QI, ensuring you maintain full control and understanding of your firm's security posture.
While it varies based on firm complexity, our guided process significantly reduces the time compared to a DIY approach. Most firms can have a fully implemented, audit-ready WISP in a matter of weeks, not months.
Yes. Our service is scalable and valuable for firms of all sizes. For solo practitioners, we provide the expertise and bandwidth you may lack, allowing you to achieve a level of compliance that would be difficult to reach on your own.
The VeritShield WISP service is priced per firm, not per user or computer. The one-time fee covers your entire organization, providing a comprehensive compliance solution for your whole team.
VeritGuard, our Managed IT service, is a crucial component for maintaining compliance. It helps by implementing and managing the technical controls outlined in your WISP, such as endpoint security, automated patching, and secure network configurations. This proactive management ensures your firm's technology continuously meets the required security standards.
Your Written Information Security Plan should be reviewed and renewed at least annually. It's also crucial to update your WISP whenever there are significant changes to your business, such as adopting new technologies, changing data handling procedures, or in response to new threats.
Secure your firm's future with VeritShield's IRS Written Information Security Plan solution. Protect your clients, comply with regulations, and gain peace of mind.
