Wolf Academy: compliance, explained clearly
Plain-English compliance and cybersecurity resources for tax professionals, accounting firms, insurance agencies, and small businesses handling sensitive client data.
FTC Safeguards Rule WISP Checklist for Tax Preparers (2025)
A complete plain-English checklist of every administrative, technical, physical, vendor, and annual-review control your WISP must address — plus how to auto-verify with Microsoft 365.
IRS WISP Requirement for PTIN Holders: What Every Tax Preparer Must Do in 2025
If you hold a PTIN, you're required to have a Written Information Security Plan. Here's what the IRS requires, what your WISP must contain, and what happens if you don't have one.
Free WISPWolf Compliance Starter Kit
Download the free WISPWolf Compliance Starter Kit — IRS WISP starter template, FTC Safeguards Rule checklist, GLBA checklist, risk assessment worksheet, cyber insurance guide, and tax preparer compliance checklist. Identify your compliance gaps before PTIN renewal.
WISP Requirements 2026: What Tax Preparers Need to Know
What changed in 2026 across IRS Pub 5708, the FTC Safeguards Rule, and cyber insurance — and the minimum WISP every tax preparer should have.
What IRS Auditors Commonly Look for During a WISP Review
A detailed guide to IRS WISP audit expectations — what auditors request, the evidence they value, common mistakes that trigger findings, and how to prepare your Written Information Security Plan for review.
Tax Preparer Security Plan Guide: Building a Compliant WISP
A step-by-step guide to scoping, writing, implementing, and maintaining a Written Information Security Plan for a tax practice.
GLBA Safeguards Rule for Tax Preparers and Small Businesses
The nine required elements of the GLBA Safeguards Rule and how they map to your WISP and IRS Pub 5708.
What Is a Written Information Security Plan and Why You Need One
A clear primer on the Written Information Security Plan (WISP): what it covers, who must have one, and why it matters in 2025.
Why a One-Time WISP Template Will Fail Your Next IRS Audit
Static PDFs fail under audit and insurance review. Here's why a Living WISP is now the standard for tax and accounting firms.
How Microsoft 365 Integration Automates Your WISP Compliance
Turn your Microsoft 365 tenant into live WISP evidence — MFA, conditional access, and audit logs verified continuously.
Annual WISP Review Checklist Every CPA Firm Needs
Use this annual WISP review checklist to keep your CPA firm audit-ready, insurer-friendly, and ahead of FTC requirements.
How to Answer Your Cyber Insurance Questionnaire as a Tax Preparer
What insurers actually look for, how a WISP maps to NetGuard Plus and ransomware supplementals, and how documentation lowers your premium.
EasyWisp.ai Alternative: A More Affordable Living WISP Platform
Compared EasyWisp.ai? See how WISPWolf delivers a continuously-monitored Living WISP starting at $39/month with live evidence.
Rightworks WISP vs WISPWolf: One-Time vs Ongoing Compliance
Rightworks bundles a static WISP. WISPWolf is a Living WISP. Here's the side-by-side for tax and accounting firms in 2025.
Written Information Security Plan Template (WISP) for Tax Firms
The eleven-section WISP template aligned with IRS Publication 5708, the FTC Safeguards Rule, and GLBA — written for tax preparers, CPAs, EAs, and bookkeepers.
WISP Risk Assessment Template for Tax & Accounting Firms
Free six-step risk assessment template aligned with the FTC Safeguards Rule and IRS Pub 5708. Score threats, map safeguards, and document residual risk.
Incident Response Plan Template for Tax & Accounting Firms
An eight-section incident response plan template aligned with the FTC Safeguards Rule and IRS Pub 5708 — pre-written for tax preparers, CPAs, and bookkeepers.
Data Breach Response Checklist for Tax Preparers
Hour-by-hour data breach response playbook for tax firms — IRS Stakeholder Liaison, FTC 30-day rule, state AGs, e-file provider, and cyber insurance carrier.
IRS Publication 4557: Safeguarding Taxpayer Data Explained
Plain-English guide to IRS Pub 4557 — what Safeguarding Taxpayer Data requires, how it relates to Pub 5708 and the FTC Safeguards Rule, and how to use it in your WISP.
Written Information Security Plan (WISP): The Complete Guide
What a WISP is, who needs one, how IRS Pub 5708, IRS Pub 4557, the FTC Safeguards Rule, and GLBA fit together — with a sample 11-section structure and common mistakes.
WISP Template: What a Compliant Plan Should Include
The 11 sections every WISP template must include, why generic templates fail IRS and FTC reviews, and how to pick one for tax preparers, CPAs, EAs, bookkeepers, and small businesses.
Written Information Security Program: The Living Version of a WISP
How a written information security program differs from a one-time WISP document and maps to IRS Pub 5708, the FTC Safeguards Rule, and GLBA — with the seven program elements every firm needs.
Cyber Insurance Application Checklist for Small Firms
The twelve controls underwriters consistently ask about — MFA, EDR, backups, training, encryption, WISP, incident response, and vendor controls — with a pre-application evidence checklist.
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New FTC & IRS guidance, fresh checklists, and lessons from real audits — written for firm owners.