WISPWolf
The Living WISP
Built for IRS Pub 5708 + PTIN Renewal
Compliant with IRS Pub 5708 · Pub 4557 · FTC Safeguards Rule 16 CFR Part 314

WISP Compliance Made Simple for Tax Professionals

Meet IRS Publication 5708 and PTIN requirements with an AI-powered Living WISP — generated, monitored, and renewed automatically.

Generate My Tax Preparer WISPStart Free Trial
IRS Pub 5708 mappedFTC Safeguards RulePTIN attestation ready
IRS Publication 5708 Compliant
FTC Safeguards Rule 16 CFR Part 314
AES-256 Encrypted at Rest
SOC 2 Aligned
Why It Matters

Why every tax preparer needs a WISP in 2026

The IRS and FTC are clear: a Written Information Security Plan is not optional for paid tax return preparers.

PTIN renewal requires it

Since 2024, paid preparers must attest to having a written data security plan when renewing their PTIN. No WISP, no renewal.

Federal law requires it

The FTC Safeguards Rule (16 CFR Part 314) classifies tax preparers as financial institutions—mandating administrative, technical, and physical safeguards.

Your clients expect it

A breach of taxpayer data can mean IRS notification, state attorney general filings, and the end of client trust. A WISP is your first line of defense.

IRS Pub 5708

What the IRS actually expects in your WISP

A real WISP covers four pillars. Templates and one-page forms don't cut it under audit.

Administrative safeguards

  • Designated security coordinator
  • Annual risk assessment
  • Employee training
  • Vendor management

Technical safeguards

  • Access controls + MFA
  • Encryption in transit & at rest
  • Anti-malware and patching
  • Secure backups

Physical safeguards

  • Locked file storage
  • Visitor & device controls
  • Secure document disposal
  • Workstation security

Ongoing program

  • Incident response plan
  • Annual WISP review
  • Breach notification process
  • Continuous monitoring

Source: IRS Publication 5708, "Creating a Written Information Security Plan for your Tax & Accounting Practice."

How We Help

Built for tax offices, not generic IT teams

WISPWolf turns IRS guidance into a workflow your front desk can run.

Guided 5-minute intake

Answer plain-English questions about your practice—staff, software, data handling. We do the writing.

Microsoft 365 integration

Read-only connection verifies MFA, conditional access, and admin posture—live evidence behind your WISP.

Mapped to IRS Pub 5708

Every control in your plan is mapped to the IRS publication and the FTC Safeguards Rule citation.

Annual review automation

Reminders, change tracking, and signed attestations—so next year's PTIN renewal is one click.

Trusted by Tax & Accounting Firms

Built for the firms that actually have to comply

Real WISPWolf customers across solo practices, multi-person firms, and franchisees.

Built for tax & accounting firmsDesigned around IRS & FTC guidancePurpose-built for businesses handling PII
★★★★★
"WISPWolf had our WISP done in 20 minutes. Our previous attempt with a template took two weeks and still wasn't IRS-ready."
SM
Sarah M.
CPA — Solo Tax Practice, Austin TX
★★★★★
"The Microsoft 365 integration verified our MFA controls automatically. No more guessing what to put in the questionnaire."
JR
James R.
EA — 3-person accounting firm, Chicago IL
★★★★★
"When our cyber insurance renewal came up, we exported the compliance evidence packet straight from the dashboard. Broker was impressed."
LK
Linda K.
Tax Preparer — HR Block franchisee, Miami FL
Right-Sized

Whether you're solo or scaling

The same Living WISP, sized to how your practice actually runs.

Solo Preparer

For independent EAs, CPAs & ERO preparers

  • Generate a complete WISP in under an hour
  • PTIN renewal attestation, handled
  • Plain-English plan you actually understand
  • Starts at $39/month — cheaper than one CPE class
Best on Starter
Multi-Person Firm

For growing tax & accounting practices

  • Role-based workflows for owner, staff, IT
  • Live Microsoft 365 evidence across the team
  • Gap remediation tracker with owners & due dates
  • Audit-ready exports for insurers and the IRS
Best on Professional
Compare

WISPWolf vs. EasyWisp vs. hiring a consultant

Three real options for getting compliant. Here's how they stack up for a tax practice.

CapabilityWISPWolfEasyWispHire a Consultant
AI-generated WISP tailored to your practice
Mapped to IRS Pub 5708
Live Microsoft 365 evidence
Automatic annual renewal tracking
PTIN attestation ready
Continuous compliance score
Time to first WISP<1 hour~1 hour2–6 weeks
Starting price$39/mo$49/mo$2,500+ one-time

Renew your PTIN with confidence

Generate a tailored, IRS Pub 5708-mapped Written Information Security Plan in under an hour. No templates, no consultants, no compliance theatre.

Generate My Tax Preparer WISPOr see the full product overview →