WISP Compliance, explained clearly
Checklists, comparisons, and deep-dives for tax & accounting firms navigating the FTC Safeguards Rule, IRS Pub 5708, and modern data security.
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.
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.
One short email a month. No fluff.
New FTC & IRS guidance, fresh checklists, and lessons from real audits — written for firm owners.