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.
PTIN renewal attestation requires a WISP for all preparers.
Formal, tested, and updated security programs are mandatory.
Insurers increasingly require evidence of a WISP for coverage.
Our free IRS WISP template gives you:
Without a professional risk assessment, vulnerabilities remain unaddressed.
Templates may omit FTC Safeguards and IRS Publication 5708 requirements.
DIY builds often take 20+ hours and still leave gaps auditors question.
Without a professional risk assessment, vulnerabilities remain unaddressed.
Templates may omit FTC Safeguards and IRS Publication 5708 requirements.
DIY builds often take 20+ hours and still leave gaps auditors question.
Both paths help—one provides structure, the other delivers audit-ready compliance.
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Written Information Security Plan. It's a document that shows how you protect client data.The IRS requires one for all tax preparers who file electronically.
Free templates give you a skeleton. VeritShield delivers a complete Written Information Security Plan built specifically for tax and accounting firms. You get expert-developed templates, risk assessments, and advisory support. Result: audit-ready compliance, not just paperwork.
Yes. Our IRS WISP framework scales from solo practitioners to multi-office firms. We customize it to your workflows, software, and risk profile.
We provide templates, checklists, and direct advisory support. You build and maintain your own compliant WISP with expert guidance. Optimal balance of professional help and internal ownership.
No. We help you appoint and train your own QI. Your firm retains control and institutional knowledge.
Most firms go from zero to fully implemented in 5 business days with our guided approach. You're audit-ready in days, not months.
Absolutely. Solo practices get enterprise-level expertise without enterprise overhead.
One flat fee per firm. $499 one-time. No per-user charges.
VeritGuard implements the technical controls your WISP requires—MFA, EDR, encryption, patching. Your technology stays compliant automatically.
Review annually. Update whenever you add new technology, change data processes, or face new threats.
It should map to FTC Safeguards Rule and IRS Publication 5708. Look for clear guidance on technical controls, administrative safeguards, and physical security. Plus structured assessment methods so you're ready for IRS audits.
You can download our starter template, but compliance isn't about documents. It's about real security measures and risk assessments. We establish technical controls first, then build your Written Information Security Plan around those controls. That's how you stay truly compliant.
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