48-hour tax-season white-glove migration. See How It Works.

IRS-Compliant Written Information Security Plan (WISP)

Download a free WISP template or let us build an audit-ready plan for your firm in five business days.

IRS Publication 5708 & FTC Safeguards aligned

Built for tax & accounting firms specifically

"

Downtime is rare, support services (when needed) are quick, my WISP is in place, my data is backed up and secure, and updates are seamless

Jennifer C.

J T Clark CPA LLC Owner

"

I like that Verito meets all the requirements for WISP and is secure to access. It was one phone call and everything was setup

Karli B.

Owner

Professional completing WISP documentation

Why Your Firm Needs a WISP

IRS and FTC require documented programs (IRS Pub. 4557). Assign a coordinator, identify risks, implement safeguards, and monitor regularly.

Compliance & Risk

Avoid audits, fines, insurance disputes, and PTIN loss with a formal WISP.

Safeguards & Monitoring

Identify risks, implement controls, and monitor regularly to protect client data.

Client Trust

Demonstrate commitment to professional standards and data protection.

→Server closets create compliance gaps - here's why

Who Must Comply?

Covered organizations and scenarios

Tax & Accounting Firms

PTIN renewal attestation requires a WISP for all preparers.

GLBA & FTC Safeguards

Formal, tested, and updated security programs are mandatory.

Cyber-Liability Insurance

Insurers increasingly require evidence of a WISP for coverage.

Start With a Free WISP Template

Our free IRS WISP template gives you:

  • A customizable framework for your objectives, scope and security coordinator.
  • Risk assessment guidance to identify and mitigate exposure.
  • Hardware inventories and safeguard checklists.
  • Incident-response and breach-notification procedures.
Security template visual

Why a Template Alone Isn’t Enough

Missed Risk Areas

Without a professional risk assessment, vulnerabilities remain unaddressed.

Incomplete Compliance

Templates may omit FTC Safeguards and IRS Publication 5708 requirements.

Wasted Time

DIY builds often take 20+ hours and still leave gaps auditors question.

Missed Risk Areas

Without a professional risk assessment, vulnerabilities remain unaddressed.

Incomplete Compliance

Templates may omit FTC Safeguards and IRS Publication 5708 requirements.

Wasted Time

DIY builds often take 20+ hours and still leave gaps auditors question.

Specialists delivering WISP

Let our specialists deliver a tailored, audit-ready WISP:

  • Fast Turnaround: from weeks of DIY to less than five days, with less than an hour of work from your team.
  • Customized & Compliant: aligned with your firm’s size, workflows and IRS 4557/5708 requirements.
  • Risk & Gap Assessments: annual reviews and remediation guidance.
  • Hands-on Training: we help establish your Qualified Individual (QI) and educate your team.
  • Ongoing Updates & Audit Support: stay ahead of FTC Safeguards Rule changes and be ready for insurers.

Free Template vs. Expert-Led WISP

Both paths help—one provides structure, the other delivers audit-ready compliance.

Free Starter Template

  • Customizable starter framework
  • Do-it-yourself, 20+ hours
  • No formal compliance alignment
  • No risk assessment or audit support

Expert-Led WISP Buildout

  • IRS-compliant structure
  • Annual risk assessment & gap analysis
  • Expert-Guided Buildout
  • Policy updates & audit support
  • Turnaround: <5 business days

What Our Clients Say – Trusted by Accounting & Tax Firms Nationwide

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I have been using Verito for about 5 years, mainly for hosting Drake tax software, QuickBooks, and 1099 payroll programs. I originally switched to Verito from Rightnetworks due to persistent downtime issues. In contrast, transitioning to Verito was an extremely smooth process and the team was incredibly helpful and responsive. Verito has allowed my firm to maintain security and support remote work, featuring aspects such as a backup server and a central sign-in location for employees. This central sign-in feature is crucial as it facilitates my team's ability to work collaboratively in tandem, especially during tax return preparations. Verito stands out because it is a reliable platform with minimal downtime, and the staff's amazing support further solidifies my decision to continue using it. These factors contribute to my high likelihood to recommend Verito to others, rating it a 10 out of 10.

April W.

★★★★★
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I love the fact that I can work from anywhere and be absolutely (100%) productive. I also really appreciate the fact that Verito has truly invested in security to make sure no one accesses my information.

Steven J.

★★★★★
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I appreciate Verito's outstanding customer service; it truly stands out. Whenever there's an issue, I can simply call and speak to a human, avoiding automated messages, which makes resolving problems straightforward and personal. Their dedication is also evident in how they handled a specific login issue with Drake software, coordinating directly with Drake to quickly resolve the problem, which was impressive. I find their security top-notch, providing a reliable service that never goes down, which assures me of consistent performance. The setup process was incredibly seamless, requiring only basic user information and software details, and I was pleasantly surprised by how easy it was. Additionally, scheduling updates through email is a hassle-free experience, making maintenance convenient. Overall, Verito offers an exceptional combination of great customer service, dependable security, and operational efficiency, making it irreplaceable for our needs.

Ryan H.

★★★★★
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Verito was thorough in the analysis of the problem. The team took a deep dive into my system before recommending a plan. They understood my process before preparing a security plan. The cloud hosting was secure and allowed me to host the server to our users and improve security.

Jeffrey J.

★★★★★

Frequently Asked Questions

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