A Written Information Security Plan (WISP) is no longer optional for tax professionals. Under IRS regulations, the FTC Safeguards Rule, and the Gramm-Leach-Bliley Act, every PTIN holder is required to maintain a documented and customized data security plan to protect sensitive client information.
APEX Tax Solutions simplifies compliance by delivering a fully customized, audit-ready WISP tailored specifically to your tax office and operational needs.
This done-for-you solution helps tax professionals strengthen data protection procedures while reducing the risk of non-compliance, penalties, and security vulnerabilities.
What’s Included:
- Customized Written Information Security Plan
- Risk assessment documentation
- Security policies and procedures
- Incident response plan
- Employee training documentation
- Annual review support
- Audit-ready compliance structure
Why It Matters:
- Required for PTIN holders
- Supports IRS and FTC compliance
- Helps protect sensitive client data
- Reduces exposure to costly penalties
- Builds trust and professionalism with clients
Stay compliant. Protect your clients. Operate with confidence.
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