The IRS now requires all tax preparers to have a written security plan. We provide an easy, all-in-one soution to meet this mandate and protect your practice from penalties.
Publication 4557 isn't just a suggestion—it's the law. This IRS document, created in partnership with the FTC, requires all tax professionals to have a formal Written Information Security Plan (WISP) to protect taxpayer data. This is no longer optional; it's a mandatory step to secure your business and your clients' sensitive information.
We provide a complete, tailored solution that directly addresses the core requirements of IRS Publication 4557. Our services give you the tools and documentation you need to stay compliant and protect your practice with confidence.
We'll work with you to create a formal, written security plan that meets all IRS and FTC requirements. This document is a critical part of your compliance and an essential asset for your firm.
Publication 4557 requires that all staff be trained on security protocols. We provide ongoing, easy-to-use training to ensure your team understands how to recognize and respond to threats like phishing scams and malware.
We implement the technology you need to comply with the technical requirements of the publication, including secure data storage, network monitoring, and system protections.
Cybersecurity is no longer optional - it's a necessity for individuals and businesses alike.
