Many tax pros underestimate how critical a Written Information Security Plan (WISP) is until it’s too late. The IRS and FTC require all tax and accounting firms, no matter how small, to have a written plan outlining how client data is protected. This guide breaks down the IRS Publication 5708 into clear, actionable steps, helping you stay compliant and protect your firm and clients from data breaches, identity theft and penalties.
The WISP Guide
This guide is a simplified summary of the WISP created for educational purposes only. It is not the official WISP document and does not replace your obligation to read and understand the full IRS version.
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