Create your Written Information Security Plan in under 60 minutes.
FTC Safeguards Rule + IRS-aligned guidance for tax firms. Answer a few questions and export a customized WISP to PDF & Word.
FTC Safeguards Rule + IRS-aligned guidance for tax firms. Answer a few questions and export a customized WISP to PDF & Word.
Built specifically to meet the rigorous requirements of the updated FTC Safeguards Rule for financial institutions.
Includes all mandatory sections outlined in IRS Publication 4557 and 5708 for tax professional security.
Guided workflow to help you identify and document technical, administrative, and physical security risks.
Step-by-step procedures for what to do if a data breach occurs, fulfilling legal notification requirements.
Tools to document and track your software vendors and service providers as required by law.
Get a professionally formatted document ready for your files or to show auditors at the click of a button.
Complete our guided questionnaire about your firm's current security practices.
Our engine processes your answers to draft specific policies tailored to your firm.
Download your completed WISP as a PDF or Word doc, sign it, and you're compliant.
Experience the most advanced WISP dashboard ever built. Real-time auditing, interactive compliance tracking, and automated risk scoring in one unified interface.
For seasonal or one-time tax preparers.
Comparable WISP packages typically sell for $499+.
Generate my WISPBest for CPAs, accountants, and bookkeeping firms.
After 6 months, this plan costs less than a typical one-time WISP.
Subscribe NowFor firms managing multiple clients or locations.
"Klevr WISP Engine saved me hours of work. The guided questions made it easy to create a professional WISP without hiring an expensive consultant."
Sarah Martinez
CPA, Dallas TX
"As a solo practitioner, compliance felt overwhelming. This tool walked me through everything step-by-step. Highly recommend!"
James Chen
Tax Preparer, Atlanta GA
"The best value for compliance I've found. Clean export, comprehensive coverage, and great support. Worth every penny."
Linda Patel
Accounting Firm Owner, Phoenix AZ
FTC Safeguards
Rule Aligned
IRS Publication
4557 & 5708 Compliant
SSL Encrypted
Data Protection
A Written Information Security Plan (WISP) is a formal document that outlines how an organization protects sensitive data. For tax professionals, it's a legal requirement under the FTC Safeguards Rule.
Yes. The IRS requires all tax professionals to have a WISP as part of their compliance with the Gramm-Leach-Bliley Act (GLBA) and the FTC Safeguards Rule.
Our engine is designed to guide you through the process in under 60 minutes, assuming you have basic information about your firm's systems and vendors ready.
While our tool provides templates aligned with IRS and FTC guidance, compliance is an ongoing process. You must implement the policies you document to be truly compliant.
Yes, by exporting to Microsoft Word (.docx), you have full flexibility to further customize or refine your plan as needed.
The FTC recommends reviewing and updating your WISP at least annually, or whenever there are significant changes to your business operations or tech stack.
Our generator covers federal requirements (FTC/IRS). Some states like Massachusetts have additional requirements which can be manually added to your exported document.
Absolutely. The workflow includes a dedicated section to document all third-party service providers who have access to customer information.
