About Klevr WISP Engine
Simplifying compliance for tax professionals, one WISP at a time.
Our Mission
At Klevr WISP Engine, we believe that compliance shouldn't be complicated. Tax professionals already have enough on their plates—especially during tax season. That's why we built a tool that makes creating a Written Information Security Plan (WISP) fast, affordable, and stress-free.
Our mission is to help accounting firms, CPAs, and tax preparers meet their legal obligations under the FTC Safeguards Rule and IRS requirements without the high cost of consultants or the headache of building documents from scratch.
The Problem We Solve
Since the updated FTC Safeguards Rule took effect, all tax professionals handling customer financial information are required to have a comprehensive Written Information Security Plan. Many firms face challenges:
- Complex Requirements: Understanding what needs to be included in a compliant WISP
- Time Constraints: Tax season leaves little time for compliance documentation
- High Costs: Hiring consultants can cost thousands of dollars
- Ongoing Updates: Regulations change, requiring annual reviews
Our Solution
Klevr WISP Engine is a guided questionnaire and document generator that walks you through every required section of a compliant WISP. In under 60 minutes, you can:
- Answer simple questions about your firm's security practices
- Automatically generate customized policies tailored to your business
- Export your completed WISP as a professionally formatted PDF or Word document
- Meet FTC Safeguards Rule and IRS Publication 4557/5708 requirements
Why Tax Professionals Trust Us
✅ Built for Tax Pros
Specifically designed with IRS and FTC requirements in mind
⚡ Fast & Easy
Complete your WISP in under 60 minutes with our guided workflow
💰 Affordable
Subscription plans starting at $49/month—far less than consultant fees
🔒 Secure & Compliant
Your data is protected with industry-standard encryption
About Klevr Consulting
Klevr WISP Engine is a product of Shark Family Investments DBA Klevr Consulting, based in Opelousas, Louisiana. We specialize in building practical technology solutions for small businesses and professional service providers.
Our team understands the unique challenges facing tax professionals because we work directly with CPAs, accountants, and tax preparers. We're committed to making compliance accessible, affordable, and achievable for firms of all sizes.
Ready to Get Compliant?
Join tax professionals who trust Klevr WISP Engine for their compliance needs.