A foundational, DIY tool to kickstart your compliance journey. It's a great first step, but true compliance requires ongoing management.
A Written Information Security Plan is not just a legal requirement for tax return preparers - it's a crucial component of your firm's overall security strategy.
Protect sensitive client information and mitigate risks of unauthorized access and data breaches.
Identify and assess potential vulnerabilities in your systems and networks.
Meet regulatory requirements and industry-specific mandates for data protection.
Reduce WISP development time from 20+ hours to just a few
Leverage our pre-built templates and industry knowledge
Streamline the WISP creation process with our guided approach
Focus on your core business while we handle the complexities
Benefit from our rigorously evaluated WISP framework
Ensure adherence to industry best practices and standards
Get a structured approach that covers all aspects of information security
Reduce the risk of overlooking crucial security measures
Start with our free template or get a comprehensive, expert-guided solution with VeritShield WISP.
| Feature | Free Starter Template | VeritShield WISP Service |
|---|---|---|
| Customizable Templates | ✓ | ✓ |
| IRS-compliant Template | — | ✓ |
| Annual Risk Assessment | — | ✓ |
| Expert-Guided Buildout™ | — | ✓ |
| Policy Update & Mgmt. | — | ✓ |
| Audit Preparation Support | — | ✓ |
| Primary CTA | Get FreeWISP | Get VeritShield |
Let our experts handle the complexities of WISP compliance for you.
Explore VeritShield WISPWe 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.
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Still have some questions in mind?
Our WISP solution is specifically tailored for tax and accounting professionals, incorporating industry-specific regulations and best practices that generic templates often miss. It's a comprehensive, ready-to-implement plan, not just a basic outline.
Yes, our WISP solution is scalable and suitable for firms of all sizes, from sole practitioners to large accounting firms. The template can be easily customized to fit the specific needs and complexity of your operations.
Our approach is superior because it combines legal expertise, cybersecurity best practices, and deep knowledge of the tax industry. We provide a guided process that saves you time and ensures you have a robust, compliant, and effective security plan.
Firms should look for a template that covers all IRS requirements, includes policies for data handling, access control, incident response, and employee training. It should also be easily adaptable to the firm's specific technology and workflow.
Absolutely. You can get our comprehensive IRS WISP template as a standalone product to implement on your own. We also offer consultation and support services if you need assistance with customization or implementation.
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