WISP Compliance Pack

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:

Ongoing email support from our cybersecurity consultants
No subscription fees – just a one-time license
Full editing flexibility to tailor it to your firm’s needs

Aligns with:

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.

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