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.
My company has used Verito for several years now. We have expanded to 3 locations, all of which we use Verito at. The ability to work from anywhere is priceless. Anytime we have any questions, or issues they are handled very quickly. They have even gone above and beyond and helped with issues that weren't even theirs. Good luck finding that elsewhere.
As a one person tax practice I was looking for a dependable remote desktop - verito was referred on many tax professional forums. The price was right and I have been with them a few months now with zero issues - when I have questions, they are answered in the same day, usually in the same hour. Highly recommend.
Verito does a wonderful job of supporting my accounting/tax/payroll. Service and support are outstanding and always easy to reach and solve our issues quickly.
Superior customer service. Almost 0% downtime. Host tax software as well as virtual office. Great cloud company.
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.
Still have questions? Let's have a look