Small firms are required to keep written security plans, privacy notices and policies. WritAssure turns a few plain-English questions into finished, firm-specific documents — and keeps them current every year.
Start with your WISP See all documentsStarting with tax and accounting practices. More documents and industries are on the way.
The security plan every paid tax preparer must keep under the FTC Safeguards Rule — with incident response plan, staff training and a ranked action plan.
Learn moreThe client consent forms IRS rules require before you use or share tax return information beyond preparing the return.
Notify meThe notice that tells clients how your firm collects, uses and protects their personal information.
Notify meA standalone, step-by-step plan for a data breach: who to call, in what order, and by when — ready for your insurer.
Notify meHow long to keep each type of record and how to destroy it securely when the time comes.
Notify meAcceptable use, passwords and MFA, remote work and personal devices — short policies your team can actually follow.
Notify meThe same simple process for every document.
About your firm, your people and how you handle client information. Save and finish later.
Written for your firm in full sentences, with anything to fix flagged. Download in Word or PDF.
We remind you each year. Reload last year’s answers, update what changed, and regenerate.
Your answers never leave your computer. Our builders run in your browser. We don’t receive or store your firm’s details — so there is nothing of yours on our side to breach.