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    Cover Sheet WISP

    IRS WISP Cover sheet

    Customize your WISP

    Develop a Written Information Security Plan (WISP): The IRS mandates that all tax professionals create and implement a WISP to safeguard taxpayer data. The IRS provides guidance on creating a WISP in Publication 5708.

    WISP OBJECTIVES, PURPOSE, AND SCOPE

    WISP OBJECTIVES, PURPOSE, AND SCOPE

    Keep your current Clients' data secure!

    This plan outlines the processes and measures the Firm adopts to evaluate and manage the collection, access, storage, usage, transmission, and protection of PII.

    Secure Data with WISP Data Coordinator

    What about DSC?

    Employ Data Security Coordinator

    The WISP Agreement with the Data Security Coordinator serves as a cornerstone document for ensuring data security, regulatory compliance, and the protection of sensitive information.

    IRS Publication 5708: Employee & Contractor Acknowledgment Template for Compliance

    Employee / Contractor WISP Agreement

    Payment Solutions with ACH Processing

    Ensure compliance with IRS Publication 5708 using our professionally crafted Employee/Contractor Acknowledgment of Understanding template.

    Inventory Information Stored or Processed

    Inventory Information Stored or Processed

    Plan for Managing Information Stored or Processed and Restricting Use of Personal Devices. Comprehensive Documentation of Data Stored or Processed. To safeguard sensitive information in alignment with IRS Publication 5708

    Public Information Officer

    Public Information Officer

    Perform many types of transactions with ease.

    The WISP Public Information Officer (PIO) plays a crucial role in managing external communications, ensuring that all statements, releases, and information shared by the firm are consistent, accurate, and professional.

    Monitoring and Testing Procedures

    Monitoring and Testing Procedures

    Monitoring and Testing Procedures: Implement regular audits, vulnerability assessments, and penetration testing to evaluate the effectiveness of existing security measures..

    Monitoring and Testing Procedures: Implement regular audits, vulnerability assessments, and penetration testing to evaluate the effectiveness of existing security measures.

    IRS WISP

    Renewal PTIN

    PTIN and WISP Annually

    Best Practices for IRS, FTC, and HIPAA Data Security Compliance in Remote Work

All "Documents" are included:

• 50-Page WISP (13 Pages Plan + 37 Pages Attachments):

7 Contracts/Agreements,
13 Attachments,
14 Checklists,
10 Forms,
15 Templates,
16 hyperlinks to: IRS and Government Publications on Appendix

• Fully Customizable IRS WISP
• Secure and Encrypted Cloud Hosting for Your Firm’s Written Information Security Plan.
• eSign from Anywhere.
• Any Future Updates Included (until Renew date of September 1st)
• Information resources to create and complete your Written Information Security Plan (WISP).
• September 1st, 2025 - Renewable Annual Subscription for 2025 Tax Returns


- All Attachments, Checklists, Forms, Template and Documents provide 10 extra rows for "Your Firm" unique requirements
- IRS "6" Mandated Standards - IRS Publication 1345
- Data Security Coordinator Compliance Person- Responsiblities
- Data Security Coordinator Compliance Person - Agreement and Attachment #3
- Public Information Officer - Responsibilites
- Public Information Officer - Agreement
- Document Safety Measures in Place with Suggested Policies to Include in your WISP - Template #8
- Firm Employees Authorized to Access PII - Template #9
- Employee Acknowledgement of Understanding - Agreement - Attachment #5
- Contractor Acknowledgement of Understanding - Agreement- Attachment #5
- Government Agencies - Ongoing
- Remote Working Employees - Template and Agreement
- Remote Working Contractors - Template and Agreement
- PII Disclosure Policy
- Reportable Events Policy
- WISP and HIPPA - Satisfying PII Protection Requirements through a Written Information Security Plan (WISP) in Compliance with HIPAA, IRS, and FTC Regulations
- WISP Duties of ERO Electronically File - Template to capture the key duties of an EFIN and PTIN holder serving as an ERO
- IRS Publication 1345 - Templates of:
  • Key E-File Requirements Outlined
  • What are the EFIN, PTIN and ERO Duties After Submitting the Return to the IRS
- IRS Publication 4557 - Template of: Safeguarding Taxpayer Data
- WISP Reportable Event Policy
- IRS Publication 5708 - Templates of:
  • What Does the FTC Require for WISP Compliance
- IRS Publication 5709 - Templates of:
  • IRS Mandated "6" Standards;
  • WISP security procedures Authorized IRS e-file Providers;
  • Intermediate Service Provider receives tax information from an Electronic Return Originator (ERO);
  • IRS e-file Rules and Requirements
- IRS Publication 5293 - Templates of:
  • track and document ERO duties...;
  • Learn the Signs of Data Theft;
  • Proactive Security Practices...;
- Professional Responsibility and Data Security: Practitioners’ Obligation to Have a Written Information Security Plan (https://www.writtendatasecurityplan.com/documents/2023-10-careful-wisp(ef)-professional-responsibility-and-data-security.pdf) IRS Publication 5293 - Content and Templates
- WISP - EFIN, PTIN and ERO - Content and Templates

APPENDIXES on our WISP

Best Practices for IRS, FTC, and HIPAA Data Security Compliance in Remote Work



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Free WISP
This Free WISP adherence with IRS Pub 5708 and IRS Pub 5709;
16 Publications on Appendix