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.

Who Must Comply?

Covered organizations and scenarios

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

I have been using Verito for about two years and primarily use it for backups and security protection for my account. I appreciate their specialization and understanding of the requirements and needs of accounting professionals. They made it easy to get up and running, and their tech support is commendable. Verito gives me peace of mind, knowing that all of my systems in my remote firm are being backed up and protected. I find easy access and quick responses for troubleshooting needs incredibly useful. Verito seems to be delivering what they promised, which gives me peace of mind.

Natasha P.

I appreciate Verito's straightforward setup process, as it was super easy without any issues, which allowed me to get started quickly and efficiently. The data security Verito provides is immense; it ensures my tax data is secure, eliminating worries about hackers, natural disasters, or computer crashes, offering immense peace of mind. Trust in the honesty of Verito's approach was initially a significant factor for me, as they didn't pressure me with vague pricing increases. Additionally, I love how using Verito has enabled me to transition to a paperless operation, contributing positively to the environment. I truly enjoy having a reliable virtual server, which is crucial for hosting my tax software, and it has minimized my technological and security concerns. The seamless experience with Verito gives me complete confidence in recommending it, reflected in my top rating of 10 out of 10.

Robin R.

I have been using Verito for five years to host our income tax software, and I find it to be a great solution. The pricing of Verito is a key deciding factor for me, largely due to being more reasonable compared to other options like Right Networks. Setting up Verito was a straightforward process—contacting them and having the necessary apps installed without complications. It also simplifies user management, as it's easy to add or remove user accounts. I particularly appreciate how Verito eliminates the need to maintain a physical server at our office, allowing us to access our systems remotely, which is a feature we truly enjoy. Verito's remote access and secure login requirements make it more secure than having a server in the office. The customer service is exceptional; they respond immediately to any issues, which generally stem from user errors like not logging out properly. Verito's support team addresses these problems efficiently. Overall, the combination of affordability, security, and responsive customer service makes Verito a product I would definitely recommend to others—it’s a solution I trust and endorse wholeheartedly.

Denis H.

I appreciate the affordability of Verito, as it offers a less expensive alternative compared to my previous vendor, Right Networks. The platform's performance is impressive, as it works better with faster responsiveness, which makes my work faster, more reliable, and less frustrating thanks to the absence of downtime or program freezing. I particularly value the secure nature of Verito, which gives me peace of mind knowing that I do not have to worry about security, and it ensures my data is regularly backed up. The customer support team at Verito is very quick to respond and consistently courteous, providing excellent support that enhances my overall experience. Furthermore, I am pleased with how well Verito supports my tax software, Drake, making the integration smooth and beneficial to my workflow. The migration of data from Right Networks was a huge benefit, even though it initially posed a challenge, Verito's team managed all of it effectively. These aspects contribute to my willingness to repurchase Verito and highly recommend it with a 9.5 out of 10 likelihood.

David C.

Frequently Asked Questions

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