Your IRS-Compliant WISP.
Under 5 Minutes.
Zero Headaches.
Stop wrestling with blank templates and legal jargon. Answer fewer than 23 simple questions about your practice and receive a fully written, professionally formatted, IRS and FTC-compliant WISP — customized to your specific firm. In English or Spanish.
Most tax preparers spend hours — or weeks trying to figure out how to write their WISP. Our system does the writing for you. You answer simple questions about your practice. We generate a professional, fully customized compliance document. Done.
Why Your WISP Is the Most Important Document in Your Tax Practice
Every year, thousands of tax professionals lose their PTIN, face federal fines, or suffer data breaches that destroy their practice — all because they did not have a compliant, customized WISP in place. Here is what is at stake.
🚫
IRS Form W-12, Line 11 requires every PTIN holder to certify they have a WISP — under penalty of perjury. Without one, you cannot renew your PTIN. Without a PTIN, you cannot legally prepare federal tax returns for compensation. Your entire practice stops.
💸
The FTC enforces the Gramm-Leach-Bliley Safeguards Rule against tax preparers. Civil penalties reach $50,685 per violation in 2026, with up to $43,792 per day for ongoing violations. A single data breach with no WISP on file can be financially catastrophic.
🎣
Your office holds Social Security numbers, income records, bank account details, and employer identification numbers for every client you serve. Cybercriminals specifically target tax preparers because one successful attack can yield thousands of complete identity theft packages.
📄
The IRS and FTC both state clearly: a WISP must reflect your actual systems, your actual staff, and your actual procedures. An uncustomized template with placeholder text does not satisfy compliance requirements. It must describe what YOUR practice actually does.
⏰
The IRS requires tax preparers to report data theft within 24 hours of discovery. Without a documented incident response plan in your WISP — with specific contacts and URLs pre-filled — you will miss this window during the chaos of a breach, triggering additional federal exposure on top of the breach itself.
✅
A properly customized WISP protects your PTIN, satisfies FTC requirements, documents your security controls, includes your incident response plan, and gives you the audit trail that insurers and regulators require. It is the single most important compliance document your practice needs — and we create it for you in under 5 minutes.
Free Template vs. Custom WISP — What's the Real Difference?
Both options are available. Here is an honest comparison so you can make the right choice for your practice and your risk tolerance.
Free WISP Template
Custom WISP Template
- ⏱️ Estimated time: 4–12 hours to complete correctly
- ✔ Free to download immediatel
- ⚠ Blank — you must fill in all sections yourself
- ⚠ Requires understanding of IRS Pub 4557 and FTC Safeguards Rule to complete correctly
- ⚠ Incident response section typically left incomplete — most common audit failure point
- ⚠ Generic language risks failing an FTC audit or regulatory review if not properly customized
- ✗ No guidance on what to write for each section
- ✗ No verification that your completed version is compliant
- ✗ Not available in Spanish — must translate yourself
- ⚠ Reminder: an uncompleted or generic template does not satisfy IRS or FTC requirements
- Answer fewer than 23 simple questions about your practice
- Receive a fully written, professionally formatted WISP — customized to your firm
- No legal knowledge, IT background, or compliance experience required
- All required sections written and pre-filled: Qualified Individual, risk assessment, technical and physical safeguards, employee training, vendor oversight, incident response plan
- Incident response plan included with IRS 24-hour reporting contacts pre-filled
- Available in English and Spanish — select your language
- IRS Publication 4557 and FTC Safeguards Rule compliant
- Ready for PTIN renewal certification on Form W-12, Line 11
Free Template vs. Custom WISP — What's the Real Difference?
Both options are available. Here is an honest comparison so you can make the right choice for your practice and your risk tolerance.
Free WISP Template
- ⏱️ Estimated time: 4–12 hours to complete correctly
- ✔ Free to download immediatel
- ⚠ Blank — you must fill in all sections yourself
- ⚠ Requires understanding of IRS Pub 4557 and FTC Safeguards Rule to complete correctly
- ⚠ Incident response section typically left incomplete — most common audit failure point
- ⚠ Generic language risks failing an FTC audit or regulatory review if not properly customized
- ✗ No guidance on what to write for each section
- ✗ No verification that your completed version is compliant
- ✗ Not available in Spanish — must translate yourself
- ⚠ Reminder: an uncompleted or generic template does not satisfy IRS or FTC requirements
Custom WISP Template
- Answer fewer than 23 simple questions about your practice
- Receive a fully written, professionally formatted WISP — customized to your firm
- No legal knowledge, IT background, or compliance experience required
- All required sections written and pre-filled: Qualified Individual, risk assessment, technical and physical safeguards, employee training, vendor oversight, incident response plan
- Incident response plan included with IRS 24-hour reporting contacts pre-filled
- Available in English and Spanish — select your language
- IRS Publication 4557 and FTC Safeguards Rule compliant
- Ready for PTIN renewal certification on Form W-12, Line 11
How You Get Your Complete WISP in Under 5 Minutes
No IT knowledge. No legal background. No wasted afternoon. Just simple questions and a professional result
Click "Get My Custom WISP"
Select English or Spanish. You are taken directly to our secure WISP generator — no account creation, no complicated forms, no software to install.
⚡ Starts ImmediatelyAnswer Fewer Than 23 Simple Questions
Questions are written in plain language — not legal jargon. They cover your basic firm information, software and devices you use, how many staff members you have, and a few security practices you likely already follow.
⏱ Under 5 Minutes TotalWe Write Your Entire WISP
Your answers are used to generate a complete, professionally written WISP document — with all required sections filled in using your specific firm's details.
✍️ Fully Written For YouDownload Your Complete WISP Document
Your finished WISP is ready to download immediately. Save it, store it on your AVD desktop, and use it to answer YES with confidence on IRS Form W-12.
✅ IRS & FTC Compliant · PTIN ReadyReview Annually — Update When Things Change
The FTC requires your WISP to be reviewed and updated at least once per year and whenever significant changes occur.
📄 Annual Update Required By Law📄 What Your Completed Custom WISP Includes
Fewer Than 23 Questions. Every WISP Section Covered.
Here is a preview of the categories our questions cover and why each one matters. None require legal knowledge — just basic information about how you run your practice.
- Business name, address, and type of practice
- Name of your designated security coordinator
- How many preparers and staff members you have
- Do you operate from one or multiple locations?
- What tax software do you use?
- Do you use cloud storage or a virtual desktop?
- What devices access client data?
- Do you use business email or personal email?
- Do you use multi-factor authentication?
- Is antivirus software installed on your devices?
- Do you use a password manager or lock screen?
- How do you back up client files?
- Who has access to client data in your office?
- Do you have a process for removing staff access when they leave?
- Do you conduct any security training for staff?
- Do you have remote preparers or work-from-home staff?
- What third-party services do you use that handle client data?
- Do your vendors have their own security policies?
- Who would you contact first if you discovered a data breach?
- Do you have a process for notifying affected clients?
- IRS reporting contacts and 24-hour procedures are pre-filled for you
Fewer Than 23 Questions. Every WISP Section Covered.
Here is a preview of the categories our questions cover and why each one matters. None require legal knowledge — just basic information about how you run your practice.
Why a Generic Template Can Still Leave You Exposed
The IRS and FTC are explicit: a WISP must reflect your actual practices. An uncustomized or incomplete template is better than nothing — but it will not protect you in an audit.
- "Insert your firm name here" language left in document — signals to auditors it was never customized
- Incident response section says "respond promptly" — does not satisfy IRS or FTC requirements for specific contacts and timelines
- No designated Qualified Individual named — FTC §314.4(a) explicitly requires a specific person by name
- Risk assessment section left blank or generic — regulators expect documented, firm-specific analysis
- Vendor section incomplete — FTC §314.4(g) requires documented oversight of every vendor handling client data
- Employee training section skipped — the most commonly missing WISP element in audit reviews
- Pre-2020 template with no remote work, cloud, or virtual desktop coverage — major compliance gap flagged by IRS ERO reviews
- Every section written using your specific firm name, staff, software, and procedures — zero placeholders
- Incident response plan with your designated coordinator named, IRS e-Services reporting URL pre-filled, and 24-hour notification procedure documented
- Qualified Individual named with full contact information and documented responsibilities — satisfies FTC §314.4(a)
- Risk assessment written for your specific technology environment, data types, and staff structure
- Vendor section populated with your specific software providers and annual review schedule
- Employee training requirements documented with your specific schedule and acknowledgment process
- Covers remote work, cloud services, virtual desktop, and mobile device access — current compliance standards
🌐 Complete bilingual support — English & Spanish
Questions about your WISP? Our team speaks both languages. Email info@at4tp.com or visit apextech4taxpros.com.
🇺🇸 🤝 🇲🇽
Available in English and Spanish — The Same Complete WISP
Your compliance should never be a language barrier. Both versions cover every required IRS and FTC element — written professionally in the language you work in.
Custom WISP — English
WISP Personalizado — Español
- Complete WISP written in professional English
- All 8 required WISP sections included and filled
- Incident response plan with IRS reporting contacts
- Ready for PTIN renewal Form W-12, Line 11
- Under 23 questions · Under 5 minutes
- IRS Publication 4557 + FTC Safeguards Rule compliant
- WISP completo escrito en español profesional
- Las 8 secciones requeridas incluidas y completadas
- Plan de respuesta a incidentes con contactos del IRS
- Listo para la renovación de PTIN, Formulario W-12
- Menos de 23 preguntas · Menos de 5 minutos
Available in English and Spanish — The Same Complete WISP
Your compliance should never be a language barrier. Both versions cover every required IRS and FTC element — written professionally in the language you work in.
Custom WISP — English
- Complete WISP written in professional English
- All 8 required WISP sections included and filled
- Incident response plan with IRS reporting contacts
- Ready for PTIN renewal Form W-12, Line 11
- Under 23 questions · Under 5 minutes
- IRS Publication 4557 + FTC Safeguards Rule compliant
WISP Personalizado — Español
- WISP completo escrito en español profesional
- Las 8 secciones requeridas incluidas y completadas
- Plan de respuesta a incidentes con contactos del IRS
- Listo para la renovación de PTIN, Formulario W-12
- Menos de 23 preguntas · Menos de 5 minutos
IT Assessment FAQs
Everything tax professionals ask before booking their device assessment.
23 Questions.
Under 5 Minutes.
Your Complete WISP.
Stop putting it off. Your PTIN depends on it. Your clients depend on it. And with our custom generator, getting compliant has never been faster or easier — in English or Spanish.
Questions? Email info@at4tp.com · Bilingual support available