48-hour tax-season white-glove migration. See How It Works.

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

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.

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.

I find Verito to be an excellent solution for my tax preparation and bookkeeping office. It offers a cost-effective alternative to my previous vendor, Tec4Accountants. One of the standout features is its smooth setup process, which was greatly facilitated by Verito's supportive walkthrough throughout. I truly appreciate Verito's reliability in maintaining the security of my system, as demonstrated when it prevented unauthorized software installation. Their support is always just a phone call away, which contributes to my overall peace of mind. Verito is highly respectful of my time, which I value greatly as a business professional. Additionally, its automatic daily backups ensure that I don't have to worry about data safety. This feature is particularly beneficial as it complements my tax software, offering my customers ease of use with cloud services and electronic payments with no conflicts. The price point is another significant factor that makes me want to continue using Verito, and I would confidently recommend it to others.

DIANE Z.

I appreciate the affordability of Verito, as it offers a less expensive alternative compared to my previous vendor, Right Networks. The platform's performance is impressive, as it works better with faster responsiveness, which makes my work faster, more reliable, and less frustrating thanks to the absence of downtime or program freezing. I particularly value the secure nature of Verito, which gives me peace of mind knowing that I do not have to worry about security, and it ensures my data is regularly backed up. The customer support team at Verito is very quick to respond and consistently courteous, providing excellent support that enhances my overall experience. Furthermore, I am pleased with how well Verito supports my tax software, Drake, making the integration smooth and beneficial to my workflow. The migration of data from Right Networks was a huge benefit, even though it initially posed a challenge, Verito's team managed all of it effectively. These aspects contribute to my willingness to repurchase Verito and highly recommend it with a 9.5 out of 10 likelihood.

David C.

Frequently Asked Questions

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