WISP + IT Security for Tax & Accounting Firms
You’ve got returns to file and clients counting on you. We handle the written security plan the IRS and FTC require, put real protection in place, and keep it off your plate.
Get My WISP & Security Plan- Full managed IT & cybersecurity stack
- Business phone / VoIP voice included
- Your WISP written and signed with you
- 1-2 months of guided onboarding
Renewing your PTIN and just realized you need a WISP?
You’re not alone. That question on Form W-12 catches a lot of preparers off guard. We get it, and we’ve walked plenty of firms through it. We’ll write your plan, handle the security, and get you renewed with confidence. No stress on your end.
Get StartedWhat the rules require
If you prepare returns for pay, the rules already apply to you. Three places spell it out:
IRS Publication 4557
The IRS’s Safeguarding Taxpayer Data guide says it plainly: “Protecting taxpayer data is the law.”
FTC Safeguards Rule
Under the Gramm-Leach-Bliley Act, the FTC treats tax and accounting firms as “financial institutions.” A written security program is required.
Your PTIN Renewal
At renewal, Form W-12 asks you to confirm you keep a written security plan.
This applies to every paid preparer, and the responsibility sits with your firm.
What’s really on the line for your firm
Without a plan in place, a few things you care about are exposed:
Your ability to e-file
A breach with no plan can put your IRS e-File privileges, and your busy season, at risk.
FTC enforcement & penalties
The Safeguards Rule is federal law. Non-compliance invites FTC investigation and penalties.
Your clients’ trust
A breach means notifying every client, and many won’t come back.
Your PTIN attestation
You confirm you have a WISP at every renewal. We make sure that’s true.
Everything you need, in one package
The Safeguards Rule wants real protection running, not just a document on file. We handle the plan and the technology that makes it real, so you’re genuinely covered.
- Your WISP, written & signed with you. Built around how your firm actually works, and signed off together.
- Full managed IT & cybersecurity stack. Encryption, MFA, endpoint protection, patching, backups, and monitoring.
- Business voice / phone included. VoIP phone built in, so it’s one provider for everything.
- 1-2 months of guided onboarding. We assess, remediate, document, and train your team.
- Risk assessment & policies. Access controls, incident-response plan, and vendor oversight.
- Ongoing protection & support. A dedicated team keeping you secure and audit-ready year-round.
$300 per workstation. No hidden fees. We confirm your count before you commit.
How we get you there
Security & compliance assessment
We look at how your firm stores and moves taxpayer data, and measure it against FTC and IRS rules.
We write your WISP with you
A plan built for your firm, written by WISP-trained specialists and signed with you.
We secure the technology
We deploy encryption, MFA, endpoint protection, backups, monitoring, and your phones.
Train, document & maintain
We train your team and hand over audit-ready documentation.
Why tax firms trust us with this
WISP-trained & certified
We’re trained specifically on WISPs, so yours is done right the first time.
Licensed & insured
Fully licensed and insured. Zero risk to you.
Dedicated team, fast turnaround
A dedicated team that gets you onboarded fast, before tax season.
What tax professionals ask us
What is a WISP, and do I really need one?
How does a WISP connect to my PTIN renewal?
Isn’t a downloadable WISP template enough?
What happens if I don’t have one?
How long does it take to get compliant?
What does it cost?
Still have a question? We’re glad to help.
Get Started
Get your WISP & security plan
Tell us about your firm and we’ll show you exactly what it takes to get compliant, and to stay that way.
WISP written & signed · full stack with voice · $300 / workstation / month, all-in.