WISP Readiness Checklist
A printable, one-page walkthrough of the safeguards the FTC Safeguards Rule and IRS guidance expect. See where your firm stands in about ten minutes.
Free resources
Data security, decoded for accounting & tax professionals.
No jargon, no scare tactics. Just what the FTC and IRS actually expect from firms that handle taxpayer data, and how to get there.
The FTC Safeguards Rule, explained for tax preparers
Why a tax practice counts as a "financial institution," what the Rule actually requires, and the small-firm provisions many preparers miss.
The IRS WISP template (Pub 5708): what it covers, and what it doesn't
The free IRS template is a genuinely good starting point. Here's how to use it well, and the gaps you'll need to fill for your own practice.
What to do if your tax office has a data breach
The first 48 hours matter. Who to call (the IRS wants to hear from you fast), what to document, and how to protect your clients and your practice.
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