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The IRS is Forcing All Tax Pros to Have a WISP

On August 9th, 2022 the IRS and Security Summit have issued new requirements that all tax preparers must have a written information security plan, or WISP. Learn more.

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Guide

The IRS is Forcing All Tax Pros to Have a WISP

Guide

The IRS is Forcing All Tax Pros to Have a WISP

November 21, 2022
/
min read

On August 9th, 2022 the IRS and Security Summit have issued new requirements that all tax preparers must have a written information security plan, or WISP.

“There's no way around it for anyone running a tax business. Having a written security plan is a sound business practice – and it's required by law, said Jared Ballew of Drake Software, co-lead for the Summit tax professional team and incoming chair of the Electronic Tax Administration Advisory Committee (ETAAC)."

Putting together a compliant WISP can be an uphill battle, and to assist, we have partnered with Tech 4 Accountants who have created a free template that you can use and fill out with details regarding your own firm. On average, the template saves between 15-20 hours of work one would have to do without it.

Get Your Free IRS-mandated WISP template for Tax Professionals

Guide

The IRS is Forcing All Tax Pros to Have a WISP

November 21, 2022
/
min read

On August 9th, 2022 the IRS and Security Summit have issued new requirements that all tax preparers must have a written information security plan, or WISP.

“There's no way around it for anyone running a tax business. Having a written security plan is a sound business practice – and it's required by law, said Jared Ballew of Drake Software, co-lead for the Summit tax professional team and incoming chair of the Electronic Tax Administration Advisory Committee (ETAAC)."

Putting together a compliant WISP can be an uphill battle, and to assist, we have partnered with Tech 4 Accountants who have created a free template that you can use and fill out with details regarding your own firm. On average, the template saves between 15-20 hours of work one would have to do without it.

Get Your Free IRS-mandated WISP template for Tax Professionals

As the founder and CEO of CountingWorks, Inc, Lee is passionate about helping independent tax and accounting professionals compete in the modern age. From time-saving digital onboarding tools, world-class websites, and outbound marketing campaigns, lee has been developing best-in-class marketing solutions for over twenty years.

As the founder and CEO of CountingWorks, Inc, Lee is passionate about helping independent tax and accounting professionals compete in the modern age. From time-saving digital onboarding tools, world-class websites, and outbound marketing campaigns, lee has been developing best-in-class marketing solutions for over twenty years.

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