Start 2026 audit-ready. WISP for $249 (half off) through 1/31.

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 appreciate Verito's straightforward setup process, as it was super easy without any issues, which allowed me to get started quickly and efficiently. The data security Verito provides is immense; it ensures my tax data is secure, eliminating worries about hackers, natural disasters, or computer crashes, offering immense peace of mind. Trust in the honesty of Verito's approach was initially a significant factor for me, as they didn't pressure me with vague pricing increases. Additionally, I love how using Verito has enabled me to transition to a paperless operation, contributing positively to the environment. I truly enjoy having a reliable virtual server, which is crucial for hosting my tax software, and it has minimized my technological and security concerns. The seamless experience with Verito gives me complete confidence in recommending it, reflected in my top rating of 10 out of 10.

Robin R.

I have been using Verito for about two years and primarily use it for backups and security protection for my account. I appreciate their specialization and understanding of the requirements and needs of accounting professionals. They made it easy to get up and running, and their tech support is commendable. Verito gives me peace of mind, knowing that all of my systems in my remote firm are being backed up and protected. I find easy access and quick responses for troubleshooting needs incredibly useful. Verito seems to be delivering what they promised, which gives me peace of mind.

Natasha P.

I appreciate Verito's outstanding customer service; it truly stands out. Whenever there's an issue, I can simply call and speak to a human, avoiding automated messages, which makes resolving problems straightforward and personal. Their dedication is also evident in how they handled a specific login issue with Drake software, coordinating directly with Drake to quickly resolve the problem, which was impressive. I find their security top-notch, providing a reliable service that never goes down, which assures me of consistent performance. The setup process was incredibly seamless, requiring only basic user information and software details, and I was pleasantly surprised by how easy it was. Additionally, scheduling updates through email is a hassle-free experience, making maintenance convenient. Overall, Verito offers an exceptional combination of great customer service, dependable security, and operational efficiency, making it irreplaceable for our needs.

Ryan H.

Since making the change to hosting my tax software on Verito servers and then adding their managed IT services, my IT duties have been reduced dramatically. Implementation was done remotely and in a relatively short period of time. 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. My devices are analyzed quarterly so I'll know in advance when its time to replace them. I often speak to the same reps during calls and they are all courteous and knowledgeable. I'm very satisfied.

Jennifer C.

Frequently Asked Questions

What is a WISP

    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.

    What makes VeritShield's WISP better than a free IRS WISP template?

      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.

      Does VeritShield work for my firm size?

        Yes. Our IRS WISP framework scales from solo practitioners to multi-office firms. We customize it to your workflows, software, and risk profile.

        What is the Expert-Guided WISP Buildout?

          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.

          Do you act as our firm's Qualified Individual (QI)?

            No. We help you appoint and train your own QI. Your firm retains control and institutional knowledge.

            How long does it take to build an IRS-compliant WISP?

              Most firms go from zero to fully implemented in 5 business days with our guided approach. You're audit-ready in days, not months.

              Does this work for solo practitioners?

                Absolutely. Solo practices get enterprise-level expertise without enterprise overhead.

                How much does VeritShield cost?

                  One flat fee per firm. $499 one-time. No per-user charges.

                  How does VeritGuard support my Written Information Security Plan?

                    VeritGuard implements the technical controls your WISP requires—MFA, EDR, encryption, patching. Your technology stays compliant automatically.

                    How often should I update my WISP?

                      Review annually. Update whenever you add new technology, change data processes, or face new threats.

                      What should I look for in an IRS WISP template?

                        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.

                        Can I just download a WISP template for free?

                          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.

                          Still have questions? Let's have a look