Generate your free
Written Information Security Plan
Watch Cloud WISP Generator™ creates your IRS-required compliance document and Watch Cloud Gap Analyzer™ identifies your specific security gaps — all from your answers.
Takes about 15 minutes. We'll email your completed documents when you're done.
Start your free WISP →No account required · Takes about 15 minutes
What is a WISP?
A Written Information Security Plan (WISP) is a formal document that describes how your firm protects client data. The IRS requires every tax and accounting firm to maintain a current WISP under Publication 4557.
Why it matters
The FTC Safeguards Rule (effective 2023) requires all financial institutions — including tax preparers — to maintain a comprehensive information security program. Non-compliance can result in significant fines and loss of e-file authorization.
How it works
Answer 8 Sections
Plain-English questions about your firm — no technical knowledge required
WISP Generated
Watch Cloud WISP Generator™ builds your IRS-required Written Information Security Plan
Gap Analysis Applied
Watch Cloud Gap Analyzer™ scores your security posture and identifies compliance gaps specific to your firm
Results Delivered
Download your documents instantly or receive them by email