Comprehensive IRS & FTC Compliance Built for Accounting Practices

As a tax professional, the IRS requires you to have a documented Written Information Security Plan (WISP) in place to protect taxpayer data and secure your Preparer Tax Identification Number (PTIN). Generic internet templates leave dangerous gaps that fail regulatory reviews—our 2026 WISP provides an audit-ready framework tailored to how modern accounting practices operate.

What’s Included:

• 100% Audit-Ready Framework: Fully compliant with IRS Publication 4557, IRS Publication 5293, and the FTC Safeguards Rule.
• Customized to Your Firm: Formatted specifically for your practice’s operational structure, client portal environments, and cloud software stack.
• Core Compliance Coverage:
  • Administrative, Technical, and Physical Safeguards
  • Designated Information Security Coordinator protocols
  • Multi-Factor Authentication (MFA) & Encryption policies
  • Employee Access Control & Endpoint Management guidelines
  • Mandatory Incident Response Plan (IRP) for data breaches
• Streamlined Intake Process: Fast, simple digital onboarding to collect your firm’s specific details without taking up hours of your time.

How It Works:

1. Complete Checkout: Secure your custom WISP framework today.
2. Quick Digital Intake: Schedule a brief intake to review your firm’s current structure.
3. Receive Your Completed WISP: Our team prepares your custom, audit-proof 2026 compliance document so you can lock in total peace of mind before busy season.

Note: A compliant WISP is legally required for all paid tax return preparers. Protect your PTIN, shield your firm from devastating fines, and keep client tax data locked down.