WISP Compliance Built for CPA Firms
A one-page PDF won't cut it for a CPA firm with staff, clients, and a cyber insurer asking for evidence. WISPWolf gives your team an audit-ready WISP for CPA firms — scored, tracked, and maintained.
Most CPA firms have a WISP. The problem is maintenance.
Most CPA firms have some version of the written information security plan CPA firms need. The problem is maintenance. Staff come and go — did everyone sign the acknowledgement? Software changes — is the WISP updated? An insurance renewal comes up — can you produce evidence that your controls are implemented, not just written down?
The FTC Safeguards Rule CPA firm standard requires a program, not just a document. For a WISP multi-staff firm, that means tracking who's been trained, what vendors have security agreements, and when your last risk assessment was conducted. WISPWolf handles CPA firm WISP compliance in one place.
Six features that turn a WISP into a firm-wide program
The operational capabilities accounting firms need to meet FTC 16 CFR 314 requirements and IRS Pub 5708 expectations.
Multi-user policy acknowledgement tracking
Every staff member gets a role-based attestation. Partners see who has signed, who is overdue, and when the last acknowledgement was completed — no email chains or spreadsheet lists.
Team compliance dashboard — see each staff member's status
One firm-wide view shows per-person acknowledgement status, assigned controls, and open gaps. Drill down by office, department, or role in seconds.
Gap remediation with assigned owners
Findings are assigned to the person who can fix them, with due dates and status tracking. Turn audit gaps into closed tasks instead of lingering reminders.
Annual review workflow with signed attestation
WISPWolf walks your Qualified Individual through the annual WISP review CPA firms need, documents changes, and produces a signed attestation report the IRS and insurers expect.
Audit-ready evidence exports (PDF + structured)
Export an audit ready WISP packet — WISP, annual review, staff acknowledgements, gap log, and evidence — in the format underwriters and auditors ask for.
M365 tenant MFA posture integration
Optional read-only connection pulls MFA status, admin roles, and conditional access from your Microsoft 365 tenant, giving live evidence behind your technical controls.
From WISP document to compliance program
WISPWolf is the WISP compliance software accounting firm leaders use in 2026 to turn a static document into a living program.
Import or build your WISP
Start from your existing WISP or use the guided intake to create a firm-specific plan mapped to IRS Pub 5708 and FTC 16 CFR Part 314.
Assign controls and owners
Map each WISP section to the partner, manager, or staff member responsible for maintaining it.
Collect staff acknowledgements
Send role-based digital attestations and track completion from the team compliance dashboard.
Connect M365 for live evidence
Read-only pull of MFA and admin posture validates your technical controls on a recurring basis.
Export and renew annually
Generate the WISP, annual review, gap log, and evidence packet for insurers, auditors, and the IRS.
Plans sized for CPA firms
Professional and Agency tiers include the multi-user controls, team workflows, and audit exports that firms need.
Professional
For growing CPA firms with multiple staff members who need role-based workflows and live evidence.
- Everything in Starter
- Compliance readiness score
- Gap remediation workflow
- Evidence organization
- Policy acknowledgement tracking
- Priority support
Agency
For multi-location firms and partners managing several programs or client sites.
- Everything in Professional
- Multi-client or multi-location support
- Team workflow
- Advanced reporting
- Partner-ready dashboard
- Dedicated onboarding support
Pilot program now open. 14-day free trial. No credit card required to start. All plans include IRS Pub 5708 and FTC Safeguards Rule mapping.
CPA firm WISP questions
Straight answers for firm owners and managing partners evaluating WISP multi-staff firm solutions.
We already have a WISP — can WISPWolf work with what we have?
Yes. You can import the written information security plan CPA firms already have, or use WISPWolf's guided intake to strengthen it. The platform then turns the document into a living program: annual WISP review CPA workflow, staff acknowledgements, gap tracking, and live evidence. You don't start from scratch unless you want to.
How does WISPWolf handle staff who need to acknowledge the security policy?
WISPWolf sends each staff member a digital attestation tied to their role. They review the relevant WISP sections, sign electronically, and the timestamped record is stored automatically. Partners can see who has completed acknowledgement and who is overdue from the team compliance dashboard.
What does the Agency tier ($199/month) include beyond Professional?
Agency adds multi-location support, advanced reporting, team workflow, a partner-ready dashboard, and dedicated onboarding support. It's designed for firms with several offices, partners managing multiple programs, or any accounting firm that needs rollup reporting across locations.
Can we export our compliance documentation for a cyber insurance application?
Yes. WISPWolf exports an audit-ready WISP accounting firms can share directly with carriers: the current WISP, annual review attestation, signed staff acknowledgements, gap remediation log, and M365 evidence. Underwriters typically ask for exactly that set of documents.
Turn your WISP into a firm-wide compliance program
Get a tailored WISP, assign ownership across your team, and start collecting audit-ready evidence in under an hour.
Sources: FTC 16 CFR Part 314, IRS Publication 5708.