Get Your Free Custom WISP

Step 1 is simply having a Written Information Security Policy and then a plan to implement what it states into how you run your practice. Even if you have something in place now; replacing, revising, or updating it is also a specific requirement for compliance. Take advantage of this custom done-for-you WISP so you can get your playbook for data protection and be audit-proof and protect your clients.

Reserve your 30 minute implementation call and fill out the form so we can provide your Risk Assessment, which is the required next step in your compliance process. This is a special for preparing for the 2026 Tax Season and will not be available for much longer.