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Nov 27, 2023 · You're the first line of defense in protecting taxpayer information. Regardless of the size of your practice, you should take steps to protect your systems and comply with …

Aug 13, 2024 · This Written Information Security Plan, or WISP, is a 28-page template designed to help tax pros, particularly smaller practices. The WISP has been updated and expanded to …

Jan 2, 2024 · The Security Summit partners recently unveiled a special new sample security plan designed to help tax professionals, especially those with smaller practices, protect their data …

Want to ensure your WISP meets all necessary requirements? We’ve developed a comprehensive WISP template for tax professionals that you can customize for your practice. …

Oct 4, 2024 · You can simplify the process using tools like the free, customizable WISP template provided by Protection Plus, which is based on IRS guidelines (Publication 5708). After …

IRS has released a sample data security plan designed to help tax pros, especially those with smaller practices, protect their data and information.

A written information security plan isn’t optional—if you prepare taxes, you’re required to have one. Get our FREE eBook to learn more.

Jul 18, 2023 · WASHINGTON — Kicking off an annual education effort, the Internal Revenue Service and its Security Summit partners today encouraged tax professionals, especially …

This document is intended to provide sample information and to help tax professionals, particularly smaller practices, develop a Written Information Security Plan or WISP.

Nov 26, 2024 · Secure your tax practice with a free WISP template! Learn the essentials of a Written Information Security Plan, IRS compliance, and how to protect client data effectively.

Jul 24, 2023 · The 28-page template, available on the IRS website, provides step-by-step instructions for developing a security plan tailored to the size and complexity of the tax …

IR-2022-147, August 9, 2022 — The Security Summit partners today unveiled a special new sample security plan designed to help tax professionals, especially those with smaller …

1 day ago · Creating an IRS WISP can be complicated. Use our step-by-step guide to protect your clients' data with WISP Builder's tools and templates.

Federal law, enforced by the Federal Trade Commission, requires professional tax preparers to create and maintain a written data security plan. Having a WISP protects businesses and …

Discover a 2025 complete Written Information Security Plan (WISP) template tailored for sole practitioners and PTIN holders. Ensure IRS compliance with this ready-to-use guide for data …

Get a compliant IRS WISP template and secure your business with a Written Information Security Plan (WISP). Stay IRS-compliant and protect sensitive data today!