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IRS-Compliant Written Information Security Plan (WISP)

Download a free WISP template or let us build an audit-ready plan for your firm in five business days.

IRS Publication 5708 & FTC Safeguards aligned

Built for tax & accounting firms specifically

"

Downtime is rare, support services (when needed) are quick, my WISP is in place, my data is backed up and secure, and updates are seamless

Jennifer C.

J T Clark CPA LLC Owner

"

I like that Verito meets all the requirements for WISP and is secure to access. It was one phone call and everything was setup

Karli B.

Owner

Professional completing WISP documentation

Why Your Firm Needs a WISP

IRS and FTC require documented programs (IRS Pub. 4557). Assign a coordinator, identify risks, implement safeguards, and monitor regularly.

Compliance & Risk

Avoid audits, fines, insurance disputes, and PTIN loss with a formal WISP.

Safeguards & Monitoring

Identify risks, implement controls, and monitor regularly to protect client data.

Client Trust

Demonstrate commitment to professional standards and data protection.

Who Must Comply?

Covered organizations and scenarios

Start With a Free WISP Template

Our free IRS WISP template gives you:

  • A customizable framework for your objectives, scope and security coordinator.
  • Risk assessment guidance to identify and mitigate exposure.
  • Hardware inventories and safeguard checklists.
  • Incident-response and breach-notification procedures.
Security template visual

Why a Template Alone Isn’t Enough

Missed Risk Areas

Without a professional risk assessment, vulnerabilities remain unaddressed.

Incomplete Compliance

Templates may omit FTC Safeguards and IRS Publication 5708 requirements.

Wasted Time

DIY builds often take 20+ hours and still leave gaps auditors question.

Missed Risk Areas

Without a professional risk assessment, vulnerabilities remain unaddressed.

Incomplete Compliance

Templates may omit FTC Safeguards and IRS Publication 5708 requirements.

Wasted Time

DIY builds often take 20+ hours and still leave gaps auditors question.

Specialists delivering WISP

Let our specialists deliver a tailored, audit-ready WISP:

  • Fast Turnaround: from weeks of DIY to less than five days, with less than an hour of work from your team.
  • Customized & Compliant: aligned with your firm’s size, workflows and IRS 4557/5708 requirements.
  • Risk & Gap Assessments: annual reviews and remediation guidance.
  • Hands-on Training: we help establish your Qualified Individual (QI) and educate your team.
  • Ongoing Updates & Audit Support: stay ahead of FTC Safeguards Rule changes and be ready for insurers.

Free Template vs. Expert-Led WISP

Both paths help—one provides structure, the other delivers audit-ready compliance.

Free Starter Template

  • Customizable starter framework
  • Do-it-yourself, 20+ hours
  • No formal compliance alignment
  • No risk assessment or audit support

Expert-Led WISP Buildout

  • IRS-compliant structure
  • Annual risk assessment & gap analysis
  • Expert-Guided Buildout
  • Policy updates & audit support
  • Turnaround: <5 business days

What Our Clients Say – Trusted by Accounting & Tax Firms Nationwide

I like that Verito meets all the requirements for WISP and is secure to access. I also loved the ease of the setup. It was one phone call and everything was setup. It is also an affordable option. I started with Amazon Workspace and I never knew what the bill would be or if it was secure. Verito eliminated all of those concerns.

Karli B.

I have found Verito's cloud-based infrastructure to be incredibly beneficial, as it means I don't have to worry about maintaining any software or dealing with security requirements. The smooth and effortless setup process was facilitated by a Verito representative who helped migrate all my services to their cloud, making the transition seamless. Additionally, Verito's customer service is outstanding. Whenever I need assistance, they answer immediately, leaving me with no wait time, which fits perfectly with my business needs. Their focus on accounting-specific features and competitive pricing compared to other vendors was a significant factor in my decision to switch to Verito. This comprehensive support and efficiency make Verito an ideal solution for my work as an accountant.

Rizwan M.

I have been using Verito for five years to host our income tax software, and I find it to be a great solution. The pricing of Verito is a key deciding factor for me, largely due to being more reasonable compared to other options like Right Networks. Setting up Verito was a straightforward process—contacting them and having the necessary apps installed without complications. It also simplifies user management, as it's easy to add or remove user accounts. I particularly appreciate how Verito eliminates the need to maintain a physical server at our office, allowing us to access our systems remotely, which is a feature we truly enjoy. Verito's remote access and secure login requirements make it more secure than having a server in the office. The customer service is exceptional; they respond immediately to any issues, which generally stem from user errors like not logging out properly. Verito's support team addresses these problems efficiently. Overall, the combination of affordability, security, and responsive customer service makes Verito a product I would definitely recommend to others—it’s a solution I trust and endorse wholeheartedly.

Denis H.

I have been using Verito for about 5 years, mainly for hosting Drake tax software, QuickBooks, and 1099 payroll programs. I originally switched to Verito from Rightnetworks due to persistent downtime issues. In contrast, transitioning to Verito was an extremely smooth process and the team was incredibly helpful and responsive. Verito has allowed my firm to maintain security and support remote work, featuring aspects such as a backup server and a central sign-in location for employees. This central sign-in feature is crucial as it facilitates my team's ability to work collaboratively in tandem, especially during tax return preparations. Verito stands out because it is a reliable platform with minimal downtime, and the staff's amazing support further solidifies my decision to continue using it. These factors contribute to my high likelihood to recommend Verito to others, rating it a 10 out of 10.

April W.

Frequently Asked Questions

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