Download your free WISP (Written Information Security Plan) or Cybersecurity Policy

The IRS, FTC, California Consumer Privacy Act (“CCPA”), and cyber-insurance companies require businesses such as accountants, attorneys, or financial advisors to have a written information security plan (WISP) to protect consumer data, safeguard customer data, and prevent data breaches. A data security plan is also necessary to comply with IRS regulations. Download your free WISP template and customize it for your business to meet the requirements of the Internal Revenue Service and tax professionals.

What is included in the cybersecurity template (WISP): 

  • Physical Security and Cybersecurity protocols

  • Protection of Consumer Financial Information

  • Network Security & Account Rights

  • Password Policy

  • Information Security Policy for Mobile Devices

  • Cybersecurity: Access Rights & Controls

  • Employee Security Awareness Training

  • Incident Response Plan

  • Notification of Security Event

  • Information Security Program to protect Personally Identifiable Information (PII)

  • Safeguarding sensitive data within organizations

  • Written Information Security Program (WISP)

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