Free Compliance Tool

Written Information Security Plan Generator

Create a customized WISP for your business based on IRS Publication 4557, IRS Publication 5708, and FTC Safeguards Rule guidance. Answer a few questions and download your plan.

Start Building Your WISP Why You Need a WISP
Compliance Requirement

Why Your Business Needs a WISP

Federal regulations require businesses handling sensitive client data to maintain a documented security plan.

IRS Publication 4557

All tax preparers must create and maintain a written security plan documenting how they protect taxpayer data. Required for PTIN renewal.

FTC Safeguards Rule

The amended Safeguards Rule (16 CFR Part 314) requires financial institutions — including tax preparers — to implement comprehensive security programs.

Penalties for Non-Compliance

FTC penalties can reach $46,517 per violation per day. Non-compliance may also result in PTIN suspension, preventing you from preparing federal tax returns.

Gramm-Leach-Bliley Act

The GLBA mandates that businesses handling financial information establish safeguards to protect the security and confidentiality of customer records.

WISP Builder

Build Your Written Information Security Plan

Answer the questions in each section below. Your responses will be used to generate a customized WISP document you can download.

Step 1 of 9

Business Information

Basic information about your organization that will appear throughout your WISP.

Designated Security Coordinator

Federal regulations require you to designate a qualified individual responsible for coordinating your information security program.

Data Inventory & Risk Assessment

Identify the types of sensitive information your business collects, stores, and processes.

Physical Security Controls

Physical safeguards prevent unauthorized access to your office, equipment, and paper records.

Network & System Security

Technical safeguards that protect your computers, network, and systems from unauthorized access and cyber threats.

Data Protection & Encryption

How your business protects sensitive data in storage (at rest) and during transmission (in transit).

Access Controls & Authentication

Controls that ensure only authorized individuals can access sensitive systems and data.

Employee Training & Security Awareness

Ongoing training ensures employees understand their role in protecting sensitive information.

Incident Response & Breach Notification

Your plan for detecting, responding to, and recovering from security incidents and data breaches.

Need Help Implementing Your WISP?

ProteSure can help you implement the technical safeguards in your plan, train your staff, and manage ongoing compliance.

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