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Tax & Accounting · Free · ~2 minutes

Does your tax practice have a compliant WISP?

Nine quick questions, mapped to IRS Publication 4557, the IRS “Security Six,” and the written-security-plan requirement you attest to at PTIN renewal. See where your practice stands and the gaps to close before filing season. No signup.

Question 1 of 90 answered

Written security plan (WISP)

Do you have a written information security plan (WISP)?

A WISP is required under the FTC Safeguards Rule and is attested to when you renew your PTIN. The IRS provides a fill-in-the-blanks template.

Keep going

Cybersecurity for accounting firms IRS Pub 4557 & FTC Safeguards-ready managed security.Free Pub 4557 security checklist The IRS Publication 4557 safeguards in a checklist.IRS Pub 4557 & the WISP explained What a tax preparer's WISP must include.