CONFUSED ABOUT THE

IRS WRITTEN INFORMATION SECURITY PLAN REQUIREMENTS?

Why is a WISP Essential for Your Tax Practice?

Cybersecurity threats are on the rise, and tax professionals are prime targets. The IRS, in partnership with the National Institute of Standards and Technology (NIST), mandates that all paid tax preparers create and maintain a Written Information Security Plan (WISP), as outlined in IRS Publication 5708 (https://www.irs.gov/pub/irs-pdf/p5708.pdf).

Here's why a WISP is crucial for your practice:

  • Protect client data: Safeguard sensitive information from breaches and theft.

  • Comply with IRS regulations: Avoid penalties and legal action.

  • Maintain your reputation: Demonstrate your commitment to client security and professional ethics.

  • Ensure business continuity: Minimize disruptions caused by cybersecurity incidents.

Overwhelmed by the WISP? WISPNEST Simplifies Compliance

Streamline your WISP compliance journey with WISPNEST. Our platform offers clear guidance, time-saving tools, and expert support, so you can create a robust WISP that protects your firm and your clients. Watch the video to learn more about our comprehensive solutions.

WISPNEST vs. the Rest:

Why Our Approach to WISP Compliance is Better

Save Time and Money: Get WISP compliant for a fraction of the cost of traditional consultants. Our comprehensive program is just $99.99, compared to $700-$1500 for hands-on assistance.

DIY, Your Way: Take control of your WISP compliance journey. Our interactive platform guides you through every step, with clear explanations and personalized support.

Empower Your Team: Our engaging video training covers everything you need to know, from risk assessment to WISP creation. Train your entire team at your own pace, on your own schedule.

Gain Cybersecurity Confidence: WISPNEST goes beyond compliance. Our training equips your team with essential cybersecurity knowledge to protect your firm and your clients.

Why Choose WISPNEST

Unlock These Benefits with WISPNEST

Clear & Concise Guidance

Get a crystal-clear roadmap for IRS WISP compliance, eliminating confusion and guesswork.

Empowered Team

Train your team to be the first line of defense against cyberattacks, protecting your firm and your clients.

Affordable Solutions

Our products are designed specifically for small and medium-sized firms, giving you the tools you need to achieve compliance without breaking the bank.

Jargon-Free Expertise

Ditch the tech jargon! Get expert cybersecurity advice in plain English, tailored to your needs.

What Our Clients Say

Choose the WISPNEST Plan That's Right for You

We understand the challenges small to mid-sized accounting and tax firms face when it comes to IRS WISP compliance. That's why we've created a suite of solutions designed to simplify the process, empower your team, and ensure your firm's data security.

Assess & Comply

$ 74

2025 Edition

99

Train & Protect

$ 74

2025 Edition

99

The Complete WISP Solution (bundle)

$ 99

2025 Edition

99

Want to Tackle the IRS WISP Challenge on Your Own?

Request for Free the Editable IRS WISP Template (Publication 5807, Rev. 8-2024) This free, editable template is a great starting point. But remember, creating a truly effective WISP takes more than just filling in the blanks.

Want a more guided approach? WISPNEST's Complete WISP Solution walks you through every step, from understanding the requirements to implementing best practices. Our concise video lessons and interactive progress tracker make compliance simple and stress-free. Get WISP-ready in under an hour!

Enhance Your Cybersecurity with Surfshark®

We're partnering with Surfshark® to bring you comprehensive online security solutions.

  • Secure client data on the go: Encrypt your internet connection when working remotely or using public Wi-Fi to prevent data breaches and protect client confidentiality.

  • Securely access cloud-based tax software: Protect your login credentials and client data when accessing tax preparation software or other sensitive online platforms.

  • Prevent malware infections: Protect your computers and devices from malware that could compromise client data and disrupt your operations.

  • Safeguard against phishing attacks: Train your team to identify and avoid phishing scams that could lead to data breaches and financial losses.

  • Comply with data privacy regulations: Help meet data privacy requirements by taking control of your online presence and limiting the collection of personal information.

  • Strengthen your security posture: Demonstrate your commitment to data protection and privacy by taking proactive steps to remove your information from data brokers.

We love Surfshark! and we think you will too. Full disclosure: We may earn a small commission if you make a purchase through our Surfshark® buttons. But don't worry, it won't cost you extra.

Frequently Asked Questions

How do the solutions work?

Assess & Comply: Take an easy-to-understand questionnaire to assess your firm's WISP readiness. Receive a detailed gap report and work to address any areas needing improvement. Once all gaps are addressed, resubmit the questionnaire to confirm your optimized status, and then generate and email your complete WISP documentation package.

Train & Protect: Access videos and written training materials to gain in-depth knowledge of WISP requirements and cybersecurity best practices for both yourself and your entire team.

The Complete WISP Solution: Follow a step-by-step process with video lessons explaining each WISP requirement. Utilize provided forms to track your progress, and upon completion, automatically generate your WISP documentation package for easy emailing to interested parties within your firm.

Will this guarantee I'm 100% WISP compliant?

Our solutions provide the tools and guidance for WISP compliance. It's essential to follow the recommendations thoroughly and tailor them to your unique firm.

How long does it take to complete the Complete WISP Solution?

The implementation video training in the Complete WISP Solution is designed to be completed in approximately 30 minutes. However, the total time investment will depend on your firm's specific needs and how quickly you implement the recommended changes.

Here's a breakdown of the time commitment:

  • Video Training: ~30 minutes

  • WISP Progress Trackers: ~15-30 minutes (depending on the complexity of your firm's setup and how readily available your information is)

  • Reviewing Feedback & Implementing Changes: This will vary based on your firm's current security practices.

  • Generating Final WISP Documentation: A few minutes once you've completed the trackers and are satisfied with your progress.

    The Complete WISP Solution can be a breeze to complete! If you focus on it, you can potentially finish it within 1-2 hours. However, the exact timeframe depends on your availability and how quickly you can implement the recommended changes.

Can I run the documentation for another firm?

No. The documentation is generated based on your firm's unique setup and cannot be transferred or altered.

Are all sales final?

Yes, all WISPNEST purchases are final. However, we understand that unforeseen circumstances can arise. If you encounter any issues with your purchase or have concerns about its suitability for your needs, please don't hesitate to contact our support team at [email protected]. We're committed to ensuring your satisfaction and will work with you to find a suitable resolution.

Do I need all the solutions?

Not necessarily! The best package for you depends on your firm's unique needs and where you are in your WISP compliance journey.

  • Just starting out? The Assess & Comply package is the perfect starting point. It helps you evaluate your current security posture and generate the essential WISP documentation.

  • Need to train your team? The Train & Protect package complements the Assess & Comply package with comprehensive training for WISP implementation and cybersecurity awareness.

  • Want the complete solution? The Complete WISP Solution package offers everything you need for a successful WISP implementation, including self-assessment, documentation generation, and team training.

    Still unsure? Reach out to our team at [email protected] and we'll be happy to help you choose the right package for your firm.

Can I purchase the Train & Protect without the Assess & Comply?

Absolutely! The Train & Protect package is designed as a standalone option, perfect for firms that already have a good grasp of their WISP compliance status but want to ensure their team is fully prepared.

However, if you're unsure about your current level of compliance, we strongly recommend starting with the Assess & Comply package. This will help you identify any gaps and provide a clear roadmap for achieving full compliance before you invest in team training.

Remember, a well-informed and trained team is crucial for effective WISP implementation and ongoing data security.

What are the technical requirements to use your solutions?

All you'll need is a computer, a reliable internet connection, and a modern web browser.

Will I be able to use these products next year?

Our products are updated yearly to reflect the latest IRS, NIST, and FTC recommendations. You can keep the training materials, but you'll want to purchase the updated edition to generate new WISP documentation.

What if WISP regulations change mid-year?

We actively monitor updates. Consider purchasing the following year's edition to ensure you always have the most current guidance.