Use The links below to download your free

Written Information Security Plan Template

Download Template

Written Information Security Plan Template

Word Document

PDF Document

Google Doc (File > Make A Copy)

Download Template

Written Information Security Plan Template

Word Document (Be sure to View > Print Layout)

PDF Document

Google Doc (File > Make A Copy)

Frequently Asked Questions

We offer a done for you security plan that includes audit, intake, audit, and doing everything that is required. We have a special if you purchase it now for only $699 instead of the retail $999. You can take advantage of the deal by clicking here.

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General Rule of Thumb: With no prior experience putting together a security plan you can anticipate ~20 hours for a firm with less than 5 employees  (Including solo firms).

6-10 Employees: ~22 Hours

11-24 Employees: ~30 Hours

25-49 Employees: ~50 Hours

50-99: ~100 Hours

This is to do it yourself, you may hire us and the involvement is ~15 minutes on your side and a week or so on ours to prepare everything.

With the ever increasing amount of cyber threats and work from home companies. The IRS wants to make sure that all tax payer data is protected.

On IRS W-12 to renew your PTIN:

#11 Data Security Responsibilities
I am aware that paid tax return preparers must have a data security plan to provide data and system security
protections for all taxpayer information.

Further: “Under penalties of perjury, I declare that I have examined this application and to the best of my knowledge and belief, it
is true, correct, and complete. I understand any false or misleading information may result in criminal penalties and/or
the denial or termination of a PTIN.”

This should be reviewed annually. 

Yes, this applies to anyone who renews their PTIN.

Yes, this applies to anyone who renews their PTIN.

Rightworks, LLC (formerly Tech 4 Accountants) © 2024 Note: Similar to taxes, compliance is the requirement of the firm owner.

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