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Our Resources


Two men in an accounting firm stand together looking at a laptop as they work with a cloud partner to complete their WISP.
Cybersecurity

How to create your Written Information Security Plan (5 steps)

Every tax preparer must have a Written Information Security Plan that meet legal requirements in order to renew their PTIN. Find out how to create one for your firm.

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A group of employees stand smiling at each other. One in the middle holds a tablet to show what he learned about security for accounting firms.
Cybersecurity

Accounting firm security: What to focus on for 2025

Security champion Molly Gallaher Boddy shares the components of a solid security strategy for accounting firms to focus on for the future.

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well executed wisp

Beyond compliance: The importance of a well-executed WISP

Accounting firms are required to have a WISP. In this webinar, learn why it’s essential to your firm’s security and compliance to partner with an expert to get it right.

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