Free Word Template

Free WISP Starter Template for Tax Preparers

A fillable Word document that meets the basic IRS Publication 5708 structure. Free. No credit card.

What's included

A solid starting point

Covers all required WISP sections
Risk assessment, safeguards, vendor management, incident response, and annual review.
Pre-written policy language
Drafted to align with IRS Publication 5708 and the FTC Safeguards Rule.
Fillable fields for your firm's details
Drop in your firm name, coordinator, and tools — ready to sign.

Important

This template gives you the structure. WISPWolf's AI fills it with your actual controls, verifies your evidence, and renews it automatically every year.

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Sent as a Word (.docx) attachment within a minute.