All setup fees waived through 12/15. Beat the end of year rush. Get compliant before tax season.

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 Verito's seamless setup process, which not only made my initial experience smooth but also ensured that onboarding new employees was hassle-free. I value the robust firewall that Verito provides, helping me maintain compliance with WISP and ensuring the protection of client data. Their technical support is phenomenal, offering almost instant response times and effectively assisting with any basic technical concerns, thereby giving me peace of mind. The effortless integration with Ultra Tax, without the need for additional steps to keep it running smoothly, enhances my workflow significantly. Most importantly, Verito's customer service is the best I've ever experienced, consistently demonstrating their commitment to quality and support.

Carrol G.

I have been using Verito for about 5 years, mainly for hosting Drake tax software, QuickBooks, and 1099 payroll programs. I originally switched to Verito from Rightnetworks due to persistent downtime issues. In contrast, transitioning to Verito was an extremely smooth process and the team was incredibly helpful and responsive. Verito has allowed my firm to maintain security and support remote work, featuring aspects such as a backup server and a central sign-in location for employees. This central sign-in feature is crucial as it facilitates my team's ability to work collaboratively in tandem, especially during tax return preparations. Verito stands out because it is a reliable platform with minimal downtime, and the staff's amazing support further solidifies my decision to continue using it. These factors contribute to my high likelihood to recommend Verito to others, rating it a 10 out of 10.

April W.

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.

I appreciate Verito's straightforward setup process, as it was super easy without any issues, which allowed me to get started quickly and efficiently. The data security Verito provides is immense; it ensures my tax data is secure, eliminating worries about hackers, natural disasters, or computer crashes, offering immense peace of mind. Trust in the honesty of Verito's approach was initially a significant factor for me, as they didn't pressure me with vague pricing increases. Additionally, I love how using Verito has enabled me to transition to a paperless operation, contributing positively to the environment. I truly enjoy having a reliable virtual server, which is crucial for hosting my tax software, and it has minimized my technological and security concerns. The seamless experience with Verito gives me complete confidence in recommending it, reflected in my top rating of 10 out of 10.

Robin R.

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