Free WISP Analysis

Is your WISP strong enough?

A WISP isn’t just a federal requirement—it’s a critical blueprint for how you secure client data and mitigate cyberattacks. With our free WISP Analyzer, we’ll identify security gaps and send an action plan right to your inbox—all in just 10 minutes.

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Why you need a strong WISP

Avoid costly penalties

Avoid costly penalties

Regulators like the SEC and FTC actively audit compliance. Missing or inadequate WISP documentation can result in steep fines, legal action, and regulatory sanctions.

Prevent security breaches

Prevent security breaches

A weak WISP means undefined protocols, unaddressed vulnerabilities, and no incident response plan. You’re leaving the door open to data breaches and cyberattacks.

Build client trust

Build client trust

A robust WISP shows clients you take data protection seriously—with professional standards and proven processes to keep their sensitive financial information safe.

76% of companies reported a breach, even though they had a security plan.*

*“Cybersecurity Breaches Continue to Plague U.S. Businesses,” Newswire, June 2025

What is a WISP?

A Written Information Security Plan (WISP) is your business’ strategic roadmap for protecting sensitive client data. It outlines how you identify, assess, and manage cybersecurity risks—including emerging risks like AI usage—and it’s required by federal law for tax preparers, CPAs, and accounting firms under the FTC’s Gramm-Leach-Bliley Act (GLBA) Safeguards Rule.

What is a WISP?