Instant document # Written Information Security Plan (WISP) for Tax & Accounting Firms, Customized in Minutes The written data security plan tax professionals are required to have, organized around the FTC Safeguards Rule and IRS guidance. Answer a few questions, pay once and it’s ready instantly. Also searched as: WISP template for tax preparers · written information security plan · IRS data security plan · FTC Safeguards Rule WISP · WISP for accounting firms - **Price:** $249 - **Ready:** Instantly, on screen and by email - **Format:** Word & PDF - **You own it:** Edit it any way you like ## What you get - Your Qualified Individual and their responsibilities - A risk assessment table started from your answers - Safeguards for access, encryption, two-step sign-in, disposal and remote work - Testing, monitoring, staff training and service-provider oversight - An incident response section with the FTC, IRS and state reporting steps - An annual report to the firm’s leadership - A staff acknowledgement page Who it’s for - Tax preparers, enrolled agents and CPA firms - Bookkeeping and accounting practices - Other small financial services firms covered by the FTC Safeguards Rule ## What’s inside The sections in your document. Anything that doesn’t apply to your answers is left out. - Purpose - Information this plan protects - Qualified Individual - Risk assessment - Safeguards - Testing and monitoring - Staff training - Service providers - Incident response - Annual report - Keeping this plan current - Staff acknowledgement ## Answer a few questions It takes a few minutes. Anything optional you skip is left as a clear blank to fill in later. 1. **Answer a few questions:** About your business, your systems and how you work. It takes a few minutes, and anything you skip is left as a clear blank to fill in. 2. **Pay securely:** Checkout is handled by Stripe. We never see your card number. 3. **Get it instantly:** Your document appears on screen as soon as payment goes through, ready to download for Word or save as a PDF, and the link is emailed to you. ## Questions ### Do tax preparers need a written information security plan? Yes. Tax and accounting firms are covered by the FTC Safeguards Rule, which requires a written information security program, and the IRS reminds every tax professional that federal law requires a written data security plan. ### What does the plan cover? The elements of the FTC Safeguards Rule: a Qualified Individual, a risk assessment, safeguards such as access controls, encryption, two-step sign-in and secure disposal, testing and monitoring, staff training, service-provider oversight, an incident response plan and an annual report. ### Isn’t there a free IRS template? Yes, IRS Publication 5708 includes a sample. Ours is filled in from your answers: your Qualified Individual, your software, where your client data lives, your remote work and your current safeguards, with action items where something needs attention. ### How fast do I get it? Right away. It appears on your screen as soon as your payment goes through, and the link is emailed to you so you can get it again later. ### Does having this plan make us compliant? The plan is the required written part. Compliance also depends on actually doing what it says, like turning on two-step sign-in and training staff, so the plan lists action items for anything that isn’t in place yet. ## More instant documents - [AI Acceptable Use Policy](https://wisconsintechshop.com/instant/ai-use-policy/): A written AI policy for your team: approved tools, what never goes into AI, checking AI’s work and customer-facing AI. ($149, ready instantly) - [Cybersecurity Incident Response Plan](https://wisconsintechshop.com/instant/incident-response-plan/): A written plan for hacked email, ransomware, lost devices and data breaches: who does what, the first hour and every step after. ($149, ready instantly) --- Source: https://wisconsintechshop.com/instant/wisp-tax-accounting/ Contact: hello@wisconsintechshop.com · https://wisconsintechshop.com/contact/