CPAs & tax pros: Do you know your WISP requirements? Test yourself.

A Written Information Security Plan (WISP) is a structured framework that outlines how your firm protects sensitive client data, including financial records, Social Security numbers, and tax documents. The IRS requires tax preparers to maintain and regularly update a WISP to reduce the risk of data breaches, identity theft, and unauthorized access.

A properly maintained WISP should include:
• Risk assessment and vulnerability identification
• Access controls and multi-factor authentication
• Employee training and phishing awareness
• Incident response and reporting procedures
• Ongoing monitoring and periodic reviews

At CyDo Tech, we help accounting firms, CPAs, and professional service organizations develop, implement, and continuously manage their WISP — ensuring it aligns with IRS requirements and reflects real-world risks, not just documentation.

Our approach focuses on:
• Identifying gaps in your current security posture
• Building a compliant and practical WISP framework
• Supporting ongoing updates and security improvements
• Strengthening protection of client data and firm operations

If you’re unsure whether your current WISP meets requirements — or if you need to establish one — we’re here to help.

☎️ +1 305-845-0620
📩 info@cydotech.com
🌐 www.cydotech.com
👉 Comment your score below — and reach out if you’d like a review of your current WISP.

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Видео CPAs & tax pros: Do you know your WISP requirements? Test yourself. канала CyDo Tech