Stay Compliant. Stay Protected.

Your Personalized WISP—Fast, Easy, IRS-Compliant
WISP4PTIN makes it simple for tax pros to meet IRS security requirements with editable, downloadable, and updatable plans.

Peace of mind starts here.

Helping PTIN Holders Stay Compliant – Simply and Affordably

At WISP4PTIN, we believe that every tax preparer should have access to a simple, affordable, and IRS-compliant Written Information Security Program (WISP). Our mission is to take the guesswork out of WISP requirements and provide a solution that works for real-world professionals like you.

We’re not just a template service. We’re a dedicated team of compliance and technology professionals who understand the challenges PTIN holders face—from staying updated with IRS regulations to managing data securely. That’s why we’ve created a tool built specifically to help you protect your clients, pass audits, and maintain peace of mind.

Our Approach

We’ve simplified the process of building your own WISP:

Just a clear, editable, IRS-compliant document tailored to your practice.

Who We Serve

WISP4PTIN is designed exclusively for:

Independent Tax Preparers

Small Tax Offices

PTIN Holders and EAs

Bookkeepers with client data

Why It Matters

The IRS requires you to have a WISP in place if you collect taxpayer information. Without one, you’re at risk—not just of noncompliance, but of data breaches, penalties, and reputational damage. We’re here to make sure that never happens.

Backed by Experience

Our team brings years of experience in regulatory compliance, cybersecurity, and tax operations. We’ve worked with hundreds of professionals to build WISPs that not only check the boxes but truly protect businesses and their clients.

Let's Keep It Simple

With WISP4PTIN, you’re not alone. We’re here to help you meet requirements, save time, and focus on what you do best: serving your clients.

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