The WISP is a Written Information Security Plan that protects tax professionals and clients from unauthorized access to sensitive information. It helps identify actions to take in the event of a security incident, data loss or theft.
WISP for Tax Professionals
Congratulations on joining the thousands of tax professionals in your area who have decided to hire us to assist them in creating their WISP.
After you complete the purchase, you will receive further instructions on how to proceed. Here is a quick overview of what comes next;
Step 1. - Complete this purchase.
Step 2. - Review, sign, and return the Confidentiality and Non-Disclosure Agreement (NDA). Available for download after purchase.
Step 3. - Access and complete the survey to gather the information needed for your Written Information Security Plan (WISP).
Step 4. - Schedule an online meeting to review the survey information, your WISP progress, and the next steps.
Step 5. - Review your draft WISP and share any feedback you might have. If you agree with the draft WISP, advise your consultant where you would like to receive your digital and written WISP.
That's it! You did it! You have your fully personalized WISP!