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

I love the fact that I can work from anywhere and be absolutely (100%) productive. I also really appreciate the fact that Verito has truly invested in security to make sure no one accesses my information.

Steven J.

Verito is amazing when it comes to customer service. There are times when it is not been 15 minutes from the time I send an email with my issue and my issue being resolved. This comes in very handy in the heavy tax season. The firm and I use Verito every day and the security features are great, it is easy to manage.

Denise M.

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 have found Verito's cloud-based infrastructure to be incredibly beneficial, as it means I don't have to worry about maintaining any software or dealing with security requirements. The smooth and effortless setup process was facilitated by a Verito representative who helped migrate all my services to their cloud, making the transition seamless. Additionally, Verito's customer service is outstanding. Whenever I need assistance, they answer immediately, leaving me with no wait time, which fits perfectly with my business needs. Their focus on accounting-specific features and competitive pricing compared to other vendors was a significant factor in my decision to switch to Verito. This comprehensive support and efficiency make Verito an ideal solution for my work as an accountant.

Rizwan M.

Frequently Asked Questions

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