Download Easy to Use WISP Template
What Size Firm Needs One?
Firms of all sizes, even individual preparers. Anyone with a PTIN.
What If I Don't Do It?
- $100,000 Fine For A Data Breach
- Up to 5 Years in Prison
- Loss of License
- Look up GLBA for More Details
How Much Does The Template Cost?
The template is free to use and to modify as it applies to your company.
New August 2024!
Tax Preparers during the PTIN renewal process will notice it now states “Data Security Responsibilities: “As a paid tax return preparer, I am aware of my legal obligation to have a data security plan and to provide data and system security protections for all taxpayer information. Check the box to confirm you are aware of this responsibility.”
The IRS requires a written information security plan for accountants to protect clients’ data. Having a written information security plan is required because once implemented properly it helps you take the right steps to practice good security.
This easy to use template will help you on your way to compliance so you can confidently renew your PTIN without fear of stiff penalties.
Our free information security plan template, which you can download for free by filling out the form, covers topics that range from:
Easy to Use
Data Breach Plan
Customizable For Any Firm Size
Two-Factor Authentication
Employee Agreements
Password Security
Accounting Today's Top 100 Company
