Prove You're Compliant When a Data Breach Happens
WISP Builder is a simple, affordable online tool that helps tax professionals meet IRS Written Information Security Plan requirements — and maintain an evergreen plan as regulations change.
Why Every Tax Professional Needs a WISP
The IRS and FTC require all tax preparers to have a documented Written Information Security Plan. Without one, your firm is exposed — and proving compliance after a breach is nearly impossible.
Everything You Need to Stay Compliant
WISP Builder handles the hard parts — templates, signatures, storage, reminders — so you can focus on running your firm.
IRS-Compliant WISP Template
Start with a ready-to-use Written Information Security Plan that meets IRS Publication 4557 and FTC Safeguards Rule requirements — then customize it to fit your firm.
Digital Signatures & Acknowledgments
Collect e-signatures from employees and vendors to confirm they have read and acknowledged your security plan — no printing or scanning required.
Secure Cloud Storage
Store your WISP and supporting documents in a secure, always-accessible online vault, with a full archive of prior plan versions for audit readiness.
Automatic Annual Reminders
WISP Builder automatically reminds you to review and update your plan each year, so staying compliant never slips through the cracks.
Audit-Ready Documentation
Maintain a complete, timestamped record of plan versions, approvals, training acknowledgments, and annual reviews — everything you need if a breach or audit occurs.
Built for Tax Professionals
WISP Builder is designed specifically for accounting and tax practices, translating complex IRS and FTC requirements into a straightforward, manageable process.
How WISP Builder Gets You Compliant
The IRS and FTC have clear requirements for tax professionals. Here's exactly how WISP Builder addresses each one.
Employee Management & Training
- Designate coordinators for information security
- Design and implement a safeguard program
- Evaluate and adjust the plan as changes occur
- Ready-to-use WISP template meeting IRS requirements, fully editable for your firm
- Publishing tool to finalize and officially share your plan
Information Systems
- Identify service providers maintaining appropriate safeguards
- Identify, assess, and help reduce risks to personally identifiable information (PII)
- Free document uploads for additional policies and supporting materials
- Granular access permissions to control who can view your plan
- Administrator role for streamlined user management
Detect & Manage System Failures
- Clearly identify post-breach responsibilities
- Regularly test and monitor the plan
- Secure online storage for all WISP documents
- Digital signatures for official plan approval
- E-signature capabilities for employee and vendor acknowledgment
- Archive of past plan records for audit trails
- Automatic annual reminders to keep compliance current
Training & Review
- Annual employee training at a minimum
- Documentation of training sessions, attendance, and acknowledgments
- Access to training, education, and compliance resources
- Supplied documents for required employee training
Get Compliant with WISP Builder Today
WISP Builder is included in the Diamond Plan. Start your 30-day free trial today and get compliant — no legal expertise required.
WISP Builder is not available during your free trial period.