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.

→Server closets create compliance gaps - here's why

Who Must Comply?

Covered organizations and scenarios

Tax & Accounting Firms

PTIN renewal attestation requires a WISP for all preparers.

GLBA & FTC Safeguards

Formal, tested, and updated security programs are mandatory.

Cyber-Liability Insurance

Insurers increasingly require evidence of a WISP for coverage.

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

❝

Verito has been a lifesaver for my firm. The ease of use and security have been game changers. The two times I've had issues/questions (which should honestly tell you how great it is, that I haven't had any more problems with it), their customer service has been responsive, helpful, and solved my problems quickly. I use Verito daily for work and appreciate the peace of mind it gives me that my software and client data is secure. I should also mention I run it off a Mac (which I know is a no-no in the accounting/finance world, but as they say, once you go Mac, you don't go back). The integration and ease of use running it off a Remote Desktop has been fantastic.

Anonymous

★★★★★
❝

I like that Verito meets all the requirements for WISP and is secure to access. I also loved the ease of the setup. It was one phone call and everything was setup. It is also an affordable option. I started with Amazon Workspace and I never knew what the bill would be or if it was secure. Verito eliminated all of those concerns.

Karli B.

★★★★★
❝

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.

★★★★★
❝

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.

★★★★★

Frequently Asked Questions

Still have questions? Let's have a look