Your Step-by-Step Guide to Creating a Written Information Security Plan (WISP)

Your Step-by-Step Guide to Creating a Written Information Security Plan (WISP)

A Practical Guide for Tax Preparers and Tax Office Owners

Provided by TFS Software

-START HERE — Step-by-Step Guide.pdf

The instructions above, including the completion checklist.

-Customizable WISP Template.docx

The main document each preparer edits for their own business.

-WISP Risk Assessment.xlsx

A worksheet for documenting security risks and corrective actions.

-Vendor Security Review.pdf

A form for reviewing tax software, client portals, and other vendors.

-Incident Response Checklist.pdf

Practical steps and contact information for a suspected security incident.

-Annual WISP Review Checklist.pdf

A yearly review and approval record.