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Get Your Free IRS WISP Starter Template

A foundational, DIY tool to kickstart your compliance journey. It's a great first step, but true compliance requires ongoing management.

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Why Do You Need a Written Information Security Plan (WISP)?

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.

Client Confidentiality

Client Confidentiality

Protect sensitive client information and mitigate risks of unauthorized access and data breaches.

Risk Management

Risk Management

Identify and assess potential vulnerabilities in your systems and networks.

Legal Compliance

Legal Compliance

Meet regulatory requirements and industry-specific mandates for data protection.

Why Choose VeritShield's IRS Written Information Security Plan?

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Time-Saving Expertise

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    Reduce WISP development time from 20+ hours to just a few

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    Leverage our pre-built templates and industry knowledge

Streamline the WISP creation process with our guided approach

Streamline the WISP creation process with our guided approach

Focus on your core business while we handle the complexities

Focus on your core business while we handle the complexities

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Compliance Assurance

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    Benefit from our rigorously evaluated WISP framework

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    Ensure adherence to industry best practices and standards

Comprehensive Protection

Get a structured approach that covers all aspects of information security

Get a structured approach that covers all aspects of information security

Reduce the risk of overlooking crucial security measures

Reduce the risk of overlooking crucial security measures

The Right WISP Solution For Your Firm

Start with our free template or get a comprehensive, expert-guided solution with VeritShield WISP.

FeatureFree Starter TemplateVeritShield WISP Service
Customizable Templates
IRS-compliant Template
Annual Risk Assessment
Expert-Guided Buildout™
Policy Update & Mgmt.
Audit Preparation Support
Primary CTAGet FreeWISPGet VeritShield

Need an Expert-Guided Solution?

Let our experts handle the complexities of WISP compliance for you.

Explore VeritShield WISP

The VeritShield WISP Advantage

Custom-Built Program

Custom-Built Program

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.

Tax & Accounting Focused

Tax & Accounting Focused

Our entire process is built around the unique needs of tax professionals, specifically addressing the FTC Safeguards Rule and IRS Publication 4557 requirements.

 Expert-Guided Process

Expert-Guided Process

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.

Audit & Insurance Ready

Audit & Insurance Ready

Receive the formal, actionable documentation you need to satisfy auditors, secure or maintain cyber liability insurance, and confidently answer 'Yes' to Form W-12.

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

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.

Felecia Criss

Felecia Criss

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.

Nicole Westra

Nicole Westra

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.

John Strah

John Strah

Superior customer service. Almost 0% downtime. Host tax software as well as virtual office. Great cloud company.

Sheldon Brown

Sheldon Brown

Frequently Asked Questions

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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