Start 2026 audit-ready. WISP for $249 (half off) through 12/31.

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 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.

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.

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.

Verito was thorough in the analysis of the problem. The team took a deep dive into my system before recommending a plan. They understood my process before preparing a security plan. The cloud hosting was secure and allowed me to host the server to our users and improve security.

Jeffrey J.

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