Get Your Free WISP Template — Before Your Next PTIN Renewal
The IRS now requires every tax preparer to have a Written Information Security Plan. Download our free template — built to satisfy IRS Publication 4557 and the FTC Safeguards Rule.
- Meets IRS Publication 4557 requirements
- Covers FTC Safeguards Rule compliance
- Ready for Form W-12 PTIN attestation
- Customizable for solo practitioners & firms
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Download Free WISP Template
What's Inside Your Free WISP Template
Every section required by the IRS and FTC — pre-written and ready to customize.
IRS Pub 4557 Coverage
Every requirement from Publication 4557 is addressed — employee responsibilities, physical security, electronic security, and more.
FTC Safeguards Rule
Full coverage of the updated FTC Safeguards Rule requirements for financial institutions, which includes tax preparers.
PTIN Attestation Ready
Designed so you can confidently check "yes" on Form W-12 when asked if you have a written data security plan.
Risk Assessment Framework
Built-in risk assessment section that documents threats to client data and your mitigation strategies.
Employee Training Protocols
Staff training requirements and acknowledgment forms — required by both the IRS and FTC for all employees handling taxpayer data.
Incident Response Plan
Step-by-step breach response procedures including notification timelines, containment steps, and recovery protocols.
IRS Penalties
The IRS can revoke your PTIN, impose penalties, and bar you from filing returns. No WISP = no compliance = no practice.
Tax Firms Targeted
73% of tax professionals report being targeted by phishing or cyberattacks. Without a WISP, you have no documented defense.
Attestation Required
Every PTIN renewal now requires you to attest that you have a data security plan in place. No exceptions, no extensions.
WANT IT DONE FOR YOU?
Get a Custom WISP Written by Cybersecurity Experts
Our team builds WISPs tailored to your specific practice — with a full risk assessment, employee training materials, and annual review. Starting at $497.
Common Questions
Yes — 100% free with no hidden costs or obligations. We provide the template because we believe every tax professional deserves IRS-compliant protection. If you need help customizing it or want a professionally written WISP, we offer that service separately.
Yes. The template covers every requirement outlined in IRS Publication 4557 and the FTC Safeguards Rule. It includes sections for employee management, physical security, electronic security, data protection, and incident response — everything you need for PTIN attestation.
The free template is a comprehensive starting point that you customize yourself. A custom WISP from Bellator is written specifically for your practice — it includes a thorough risk assessment, practice-specific security policies, employee training materials, and annual review and updates.
Most solo practitioners complete their customization in under an hour. Larger firms with multiple offices or staff may take 2-3 hours. The template includes clear instructions and examples for every section that needs personalization.