The Editable WISP

Description

🔐💚 Editable WISP — Written Information Security Plan

Tax Pros, protecting sensitive taxpayer information isn’t just good business—it’s an important part of operating a professional tax practice.

My Editable Written Information Security Plan (WISP) gives Tax Professionals a practical framework for documenting how their office protects client information—without starting from a blank page.

And yes—detailed instructions are included to walk you through how to customize and complete your WISP based on your actual office practices. 🙌🏾

Your WISP includes:

• 🔐 Written Information Security Plan framework
• 💻 Physical & electronic security practices
• 👥 Authorized-user & access controls
• 📋 Information & system inventory
• 🖥️ Hardware inventory
• 🤝 Service-provider documentation
• 🚨 Security incident tracking
• 📅 Annual review & testing documentation
• 📝 Sample appendices to help document your office practices
• 📖 Detailed customization instructions to help you complete your WISP

Important: Your WISP does not require IRS approval. It should be customized, maintained, and kept on file to reflect how YOUR tax office actually operates—including your systems, safeguards, vendors, access controls, document handling, and security procedures.

The goal is simple: Don’t just buy a template and stick your name on it. Customize it so it actually describes what YOUR office does. 💚

Customize it. Document it. Keep it on file.

Dumbing It Down for Tax Pros™ — because compliance is complicated enough.

Digital Editable Product | For Tax Professionals | Detailed Instructions Included | Customization Required

Educational template only. This resource does not constitute legal, cybersecurity, or regulatory advice.