Get WISP Compliant Without the Hassle

WISPNEST makes it easy and affordable

Benefits You Can Expect

Clear & Concise Guidance

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

Jargon-Free Expertise

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

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.

WISPNEST Solutions

Your Path to Effortless WISP Compliance

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.

WISP Readiness Assessment

A comprehensive questionnaire that guides you through the essential cybersecurity guidelines from the NIST, FTC, and the IRS WISP.

Gain valuable insights into your firm's current security posture and identify areas for improvement.

GAP Analysis Report

Receive a personalized report based on your Readiness Assessment. This report highlights your strengths, pinpoints weaknesses, and offers actionable recommendations to strengthen your WISP compliance.

Written and Video Team Training Package

Empower your employees and contractors with essential cybersecurity knowledge. Our training materials are designed to be engaging and informative, helping your team understand their role in protecting your firm's data.

WISP Implementation Video Course

A series of short, jargon-free videos that break down the IRS WISP requirements into easily digestible lessons. Learn how to implement best practices and protect your firm's sensitive data.

WISP Progress Tracker

(Included in the WISP Bundle) An interactive tool that tracks your progress as you complete the WISP Implementation Video Course.

Collect valuable data and insights that inform your personalized WISP Documentation Package.

Progressive Compliance Tracker

(Included in the WISP Bundle) Receive ongoing feedback on your WISP compliance status as you complete each course module. Identify gaps early and make necessary adjustments to ensure you're fully prepared.

Complete WISP Documentation Package

Effortlessly generate a comprehensive, IRS-compliant WISP tailored to your firm's unique needs. Our step-by-step process guides you through assessing your current security practices, identifying gaps, and implementing necessary improvements.

Once you're ready, request your personalized WISP package, which includes:

  • Essential Policies: Record Retention, Rules of Behavior and Conduct, Security Breach Procedures, and more.

  • Employee & Contractor Management: Onboarding and Termination checklists, Acknowledgement of Understanding forms.

  • Hardware & Access Control: Inventory of devices containing PII and authorized personnel.

  • And More: Additional documents to demonstrate your commitment to data security and compliance.

Showcase your dedication to protecting sensitive client information and confidently pass any IRS audit with a WISP that's tailored to your firm.

Find the Perfect Package for Your Firm

Assess & Comply

Unlock Your WISP Roadmap, Get a Clear Path to Compliance with Our Assessment

Don't let uncertainty hold you back. Our Readiness Assessment empowers you with:

  • Clarity: Know exactly where your firm stands on WISP requirements.

  • Guidance: Receive expert recommendations for addressing any compliance gaps.

  • Control: Choose the right time to upgrade to our complete documentation package.

    Gain peace of mind and take control of your WISP journey.

INCLUDES:

  • WISP Implementation Video Course (only as add-on, or included in the bundle)

  • WISP Readiness Assessment

  • Gap Analysis Report

  • Complete WISP Documentation Package

  • Written and Video Team Training Package (only as add-on, or included in the bundle)

2024 Edition

99

Train & Protect

Secure Your Firm's Future, Invest in WISP Expertise and Cybersecurity Training

Take your firm's security to the next level. Our bundled training package delivers:

  • Increased efficiency: Streamline WISP implementation with expert guidance.

  • Reduced risk: Empower your team to identify and mitigate threats proactively.

  • Improved client trust: Demonstrate your commitment to protecting sensitive data.

  • Peace of mind: Know that your firm is fully prepared to meet and exceed IRS requirements.

INCLUDES:

  • WISP Implementation Video Course

  • WISP Readiness Assessment (NOT sold as an add-on)

  • Gap Analysis Report (NOT sold as an add-on)

  • Complete WISP Documentation Package (NOT sold as an add-on)

  • Written and Video Team Training

The Complete WISP Solution

Save Time, Reduce Risk, and Safeguard Your Firm

Don't let WISP compliance become a burden. Our WISP Bundle streamlines the process and protects your practice:

  • Save valuable time: Skip the hours of research and complex paperwork, and jump ahead to prepare your firm for audits and data breaches.

  • Protect your reputation: Demonstrate your commitment to client data security.

  • Empower your team: Build a culture of cybersecurity awareness and preparedness.

    Invest in your firm's future with our comprehensive WISP solution.

INCLUDES:

  • WISP Implementation Video Course

  • WISP Progress Tracker

  • Progressive Compliance Tracker

  • Written and Video Team Training Package

  • Complete WISP Documentation Package

99

2024 Edition

Assess & Comply

$ 74

2025 Edition

99

Train & Protect

$ 74

2025 Edition

99

The Complete WISP Solution (bundle)

$ 99

2025 Edition

99

Watch The Packages Demos

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.