Custom WISP for your tax practice

You receive a complete, professionally written WISP customized to your specific practice — including an Incident Response Plan, employee acknowledgment forms, vendor assessment templates, and a training log. Everything is tailored to your firm’s technology, team size, and workflow. This is a one-time purchase with no recurring fees.

The free template gives you a solid starting point, but you fill in all the details yourself. The custom WISP is written by our security team after a consultation about your practice. We document your actual systems, procedures, and safeguards — so it’s audit-ready from day one.

The $577 package covers practices with up to 8 users. For larger firms, multi-office setups, or organizations needing ongoing managed security, schedule a call with our team and we’ll build a custom package for you.

From your first call to a finished, audit-ready WISP in your hands — most clients are done in under a week. We handle the heavy lifting: the research, the writing, the compliance mapping. You just answer a few questions about your practice and we take it from there. No back-and-forth, no homework, no six-week "process." You buy it, we build it, you own it.