Custom, IRS-Ready WISPs Built by Compliance Experts.
The FTC Safeguards Rule and IRS Publication 4557 require every tax preparer to have a Written Information Security Plan for PTIN renewal. We deliver yours in 48 hours, $399/year.
Written
Information
Security Plan
(WISP)
Prepared For
Smith & Co. Tax Services
Annual Review: 10/28/2025
What we offer
Comprehensive solutions for WISP compliance.
Custom & Audit-Ready WISP
A fully custom Written Information Security Plan covering all 9 IRS-required sections, formatted, complete, and ready to present during an IRS or FTC audit without any additional work.
IRS Compliant
Every WISP covers all 9 IRS-required sections per Publication 4557 and meets the FTC Safeguards Rule under GLBA.
Transparent Pricing
$399/year for your WISP. Add $100/year for hands-off maintenance and automatic renewal. No setup fees, no surprises.
Why we're the right choice
We create impactful compliance strategies, build your WISP from scratch, and drive real results through expert knowledge of IRS and FTC requirements.
Compliance-Driven
IRS-focused for real compliance results.
0%
Client Satisfaction Rate
0+
WISPs Delivered
$0K+
Flat Fee, No Surprises
Why WisPii Stands Out
Here's how WisPii delivers more value, clarity, and results compared to typical providers.
Other WISP Services
- Generic, one-size-fits-all templates
- Slow 7-10 day delivery times
- WISP as a side service, not a specialty
- Hidden subscription and renewal fees
- Minimal post-delivery support
WisPii
- Custom WISP tailored to your specific practice
- Fast 48-hour delivery, most in 24 hours
- WISP specialists, it is all we do
- Transparent communication and dedicated support
- $399/year for your WISP, optional $100/year maintenance bundle
What Our Clients Say
Our clients’ words reflect our commitment to excellence.
“I put off getting a WISP for two years because I thought it would be expensive and complicated. WisPii had it done in one day for $399. I wish I had found them sooner.”
Sarah M.
Solo Tax Preparer
“We needed WISPs for three preparers in our firm. WisPii handled all of them in two days. The documents were thorough, professional, and ready for any audit.”
James R.
Small Firm Owner
“I compared four different services before choosing WisPii. They were the cheapest, the fastest, and the only ones who actually specialize in WISPs. It was not even close.”
Linda K.
CPA
Your questions, answered.
Find quick answers to common queries about our services, process, and how we can help you achieve your goals.
A WISP is a Written Information Security Plan, and yes, you are legally required to have one. The IRS mandates that every tax preparer who handles taxpayer data must maintain a written plan outlining how they protect that information. This requirement comes from IRS Publication 4557 and the FTC Safeguards Rule under the Gramm-Leach-Bliley Act. If you have a PTIN and prepare tax returns, you need a WISP.
You will receive your completed WISP in 48 hours after your call. Most clients get it within 24 hours. The industry average is 7-10 business days.
Your WISP is a fully custom document written for your specific practice. We do not use fill-in-the-blank templates or auto-generated forms. During your 15-minute call, we gather details about your firm.
The $399 annual fee covers everything you need to be compliant. You get a 15-minute onboarding call, a fully custom WISP document covering all 9 IRS-required sections, delivery in 48 hours, and a document that is ready for audit. We also offer a $499/year bundle that adds proactive maintenance, regulatory change monitoring, and automatic renewal so your WISP never goes stale.
Yes, we work with solo tax preparers, small firms, and mid-size practices across all 50 states. Most of our clients are solo preparers or firms with 2-10 staff members.
Your WISP is ready to use immediately. Store it securely, share it with your team, and present it during any IRS or FTC audit. We recommend reviewing it annually to keep it current.
Ready to get your WISP?
With years of experience, we have helped hundreds of tax preparers get compliant. Partner with us to protect your practice with confidence.