Every paid tax preparer must keep a WISP. Answer plain-English questions about your office and WritAssure writes a complete, firm-specific plan — plus your incident response plan, staff training and a ranked list of anything to fix. Then it reminds you every year.
Get my WISPSee a sampleBuilt on the FTC Safeguards Rule (16 CFR Part 314) and IRS Publications 5708 and 4557.
The FTC Safeguards Rule requires a written information security program for every paid tax preparer — including one-person offices.
When you renew your PTIN, you confirm you have a security plan. Many preparers check the box without one.
After a breach, the first questions from the IRS, your insurer and regulators are: “Show us your plan. Did you follow it?”
Your staff, where client data lives, the safeguards you use, and who to call in an emergency. Save and finish later.
Your WISP, Attachments A–F, incident response plan, staff training and action plan — download in Word or PDF.
Load last year’s answers, update what changed, regenerate and sign. We remind you before it’s due.
Responsible officials, risk assessment, safeguards, training, testing, service providers and annual review — every FTC element, in the IRS Publication 5708 structure.
Record retention, rules of behavior, breach procedures with your own contacts, staff acknowledgements, device inventory and access list.
Every gap found from your answers, ranked High, Medium and Low, with plain step-by-step fixes and the rule behind each one.
A 15-minute training handout with a quick check and sign-off sheet — covers the yearly training requirement.
Firms with fewer than 5,000 consumers are exempt from some requirements. WritAssure applies the right ones for you.
Edit in Word or save as PDF. It’s your document to keep.
Your answers never leave your computer. The builder runs in your browser. We don’t receive or store your office details — so there is nothing of yours on our side to breach.
per year · 1 preparer
per year · 2–5 staff, seasonal staff included
one time · add to any plan
Founding-firm pricing for the first 50 firms, locked for your second year. Plans renew yearly; cancel any time. 30-day money-back guarantee — see our refund policy.
IRS Publication 5708 is a 28-page fill-in-the-blanks document that most preparers never finish. WritAssure asks only what applies to you, writes the plan in full sentences, flags what to fix, adds the FTC elements the template is thin on, and reminds you every year.
It gives you a complete written plan based on your answers. Compliance also means doing what the plan says — that’s what the action plan is for. WritAssure is a document tool, not legal advice, and it does not certify compliance.
Yes. The Safeguards Rule applies regardless of size. Small firms are exempt from a few parts, and WritAssure handles that for you.
The builder runs entirely in your browser; your answers stay on your computer unless you save a copy. Payments are processed by our reseller, Paddle. See our privacy policy.
About 20 minutes for most small offices. You can save your answers and finish later.