WISP Compliance Pack
Audit-ready WISP + 40+ editable documents built for accounting firms and aligned to FTC Safeguards.
FTC Safeguards Rule Compliance - Made Simple for Accountants
Fast-Track Your Firm’s Information Security Compliance
The WISP Compliance Pack is built to help accounting firms implement a compliant Information Security Program without the complexity of starting from scratch.
Created by an experienced Chief Information Security Officer (CISO) and grounded in ISO 27001 and the NIST Cybersecurity Framework (CSF), this toolkit helps you meet the FTC Safeguards Rule and other regulatory requirements — saving your firm time, money, and exposure to risk.
With over 40+ customizable, pre-written policies, procedures, and supporting documents, the WISP Compliance Pack empowers you to:
✅ Streamline compliance with clear, audit-ready templates
✅ Save time with content that’s easy to edit and implement
✅ Reduce risk by proactively defending against cyber threats
You also get:
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Ongoing email support from our cybersecurity consultants
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No subscription fees – just a one-time license
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Full editing flexibility to tailor it to your firm’s needs
Aligns with:
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FTC Safeguards Rule, Gramm-Leach-Bliley Act (GLBA), Sarbanes-Oxley (SOX), PCI DSS, CCPA, GDPR, IRS Publication 4557
The WISP By Numbers
20+
Years of Experience
Built by a security professional with over 2 decades of hands-on experience securing accounting firms and financial institutions.
40+
Documents
The policies and supporting documents are aligned with regulatory requirements and cybersecurity frameworks — no guesswork, just execution.
150+
Hours Saved in Document Creation
Saves significant time in security policy creation and compliance research.
7
Major Compliance Standards
Designed to support compliance with major regulatory and compliance standards including FTC Safeguards Rule, SOX, GLBA, IRS 4557, CCPA, GDPR and PCI DSS.
Step 1: Download & Customize
Get an audit-ready starting point in hours, not weeks.
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Access editable WISP and supporting policies built for accounting firms
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Tailor language for your tools, vendors, and workflows (not generic templates)
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Use included guidance to know what to change vs. what to keep
Step 3: Implement & Maintain
Put safeguards into practice and keep the program current.
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Roll out controls, document evidence, and close gaps over time
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Establish simple review checkpoints so the program doesn’t go stale
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Stay prepared as tools change, the firm grows, and requirements evolve
Step 2: Align & Assign Ownership
Turn the templates into a real program your firm can run
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Assign owners for key controls (access, vendors, incident response, training)
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Map requirements to what regulators expect you to demonstrate
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Identify quick wins vs. higher-effort gaps so the plan is realistic
How it works
A practical path from template to an audit-ready program
Cybersecurity Doesn't Have to Be Complicated
Getting started with a cybersecurity plan is easier than you might think — especially with the right tools.
With our WISP (Written Information Security Program) template, you’re not starting from scratch. Simply download the template, follow the step-by-step guidance included, and begin embedding it into your firm’s daily operations.
From there, it’s just a matter of meeting with your team, tailoring the plan to your specific needs, and putting the right safeguards in place. You’ll be well on your way to building a cybersecurity program that not only meets but can exceed your compliance obligations.
And yes — this also helps ensure you're in great shape for PTIN renewal and other regulatory requirements that increasingly expect clear, documented cybersecurity practices.
Simple. Actionable. Built for firms like yours.
Designed for Accountants,
Built for Compliance
