Create your Written Information Security Plan in minutes. Stay compliant with FTC requirements and protect your tax practice from penalties.
Tax Practice Owner
“This tool saved me hours of research. I had a compliant WISP ready for my 15-person firm in under 30 minutes.”
Enrolled Agent
“Finally, a WISP solution that understands tax practices. The acknowledgement tracking made compliance effortless.”
Built specifically for tax professionals to meet FTC Safeguards Rule requirements efficiently.
Pre-built templates specifically designed for tax practices, including all required FTC Safeguards Rule elements and IRS guidance.
Digital signatures and automatic reminders to ensure all staff acknowledge your security policies annually as required.
Automatic alerts for required annual WISP reviews and updates, so you never miss a compliance deadline.
Generate professional reports and maintain complete audit trails for IRS inquiries or client security questionnaires.
Encrypted storage for your WISP documents, staff acknowledgements, and compliance evidence with bank-level security.
Step-by-step guidance written specifically for tax professionals, with examples from real tax practices and IRS requirements.
Get your FTC-compliant WISP up and running in under 30 minutes
Enter your practice info, security policies, and staff roles.
Review and customize your WISP document with tax-specific language.
Download your WISP and capture acknowledgements with tracking.
Start free, upgrade when you’re ready.
Join tax professionals who trust Klevr WISP Builder to protect their practice and client data.
No credit card required • 14-day free trial • Cancel anytime