WISP templates that meet IRS requirements
Professionally crafted Written Information Security Plan templates customizable to your practice size. Meet IRS Publication 4557 requirements with confidence.
What's Included
Every section your WISP needs
Our templates cover all required components outlined in IRS Publication 4557 and FTC Safeguards Rule compliance.
Risk Assessment & Management
Identifies and evaluates risks to the confidentiality, integrity, and availability of taxpayer data in your practice.
- Threat identification and vulnerability analysis
- Risk rating and prioritization framework
- Mitigation strategies for each identified risk
- Annual risk reassessment procedures
Access Controls & Authentication
Defines who can access sensitive data and how identity is verified throughout your organization.
- Role-based access control policies
- Multi-factor authentication requirements
- Password complexity and rotation standards
- Remote access and VPN policies
Data Protection & Encryption
Covers how taxpayer data is protected at rest, in transit, and during processing.
- Encryption standards for stored data
- Secure file transfer protocols
- Email encryption requirements
- Data retention and disposal procedures
Incident Response Plan
Step-by-step procedures for responding to data breaches and security incidents.
- Incident detection and classification
- Response team roles and responsibilities
- IRS and client notification procedures
- Post-incident review and improvement
Right-Sized Security
Templates for every practice size
Solo Practitioner
Individual tax preparers working independently.
- Simplified risk assessment
- Personal device security
- Client communication protocols
Small Practice (2-10)
Small offices with a few team members.
- Employee training program
- Office network security
- Shared resource policies
Mid-Size Firm (10-50)
Growing firms with multiple departments.
- Department-level controls
- Vendor management
- Advanced monitoring
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