Know Your WISP Score in 10 Minutes
Free security assessment for tax professionals. See your compliance score, identify gaps, and get a personalized remediation plan.
No credit card • No account required • Built for tax professionals
A practical WISP workflow for tax professionals
10 Minutes
Answer 44 questions about your firm’s security posture. Our wizard covers every section required by IRS Publication 5708.
Instant Results
See your security score immediately — no waiting, no email required. Detailed gap analysis with severity levels and specific recommendations.
Full WISP Available
TaxScout clients get the complete WISP document with e-signatures, employee acknowledgements, and a Certificate of WISP Completion.
Your WISP in Three Simple Steps
No IT expertise required. Our wizard walks you through every section of the IRS Publication 5708 template.
Complete the Assessment
Answer 44 security questions across 9 sections — firm basics, data inventory, current security measures, employee policies, and more. Takes about 10 minutes.
Get Your Security Score
See your score out of 100 instantly. Critical, high, and moderate gaps identified with specific recommendations. Score summary sent to your email.
Upgrade for Full WISP
Subscribe to TaxScout Platform or Support to unlock your complete WISP document, digital signatures, employee acknowledgement tracking, and Certificate of WISP Completion.
Everything Your Firm Needs for WISP Compliance
A complete IRS Publication 5708 compliant package \u2014 not a template, but a fully customized document for your firm.
Complete WISP Document
7 IRS-required sections covering Objective, Purpose, Scope, Responsible Officials, Inside/Outside Risk Mitigation, and Implementation.
Security Scorecard
0–100 compliance score with color-coded severity breakdown. Track your progress as you close gaps.
Gap Analysis Report
Every security gap identified with severity level and specific remediation recommendations.
Hardware Inventory
Pre-filled Attachment E with your computers, servers, and mobile devices. Ready for annual review.
Employee Acknowledgement
Attachment D template for staff to sign, confirming they understand their security responsibilities.
Breach Procedures
State-specific breach notification requirements included. Attachment C with your incident response plan.
Access Control List
Attachment F documenting who has access to what data systems in your firm.
Record Retention Policy
Attachment A covering how long you keep client data and how you destroy it.
E-Signature & Certificate
Sign your WISP digitally. Get employee acknowledgements. Earn a Certificate of WISP Completion.
Why Every Tax Preparer Must Have a WISP
The IRS requires all tax return preparers to maintain a Written Information Security Plan under Publication 4557. The FTC Safeguards Rule (16 CFR 314) makes it a federal requirement. Non-compliance can result in penalties, increased liability, and denial of e-filing privileges.
What Happens After Your Assessment
See Your Score
Your security score and gap analysis appear instantly on screen.
Get Score Email
A detailed score summary with recommendations is sent to your email.
Choose Your Path
Subscribe to TaxScout Platform ($149/mo) or Support ($99/user/mo) to generate your full WISP.
Stay Compliant
Annual review reminders, version history, and ongoing compliance tracking in your dashboard.
How We Stack Up
See how TaxScout WISP compares to the alternatives CPA firms typically use.
| Feature | Rightworks | WISPBuilder | TaxScout |
|---|---|---|---|
| Price | $999 | $844/yr | Score: Free / Full WISP: With plan |
| Time to Complete | 5–7 days | 30–60 min | ~10 min |
| Security Scorecard | ✓ Free | ||
| Gap Analysis | ✓ Free | ||
| Remediation Recommendations | ✓ Free | ||
| AI-Generated WISP Document | ✓ With plan | ||
| E-Signatures | ✓ With plan | ||
| Employee Acknowledgements | ✓ With plan | ||
| Certificate of WISP Completion | ✓ With plan | ||
| Annual Review Reminders | ✓ Free |
Disclaimer
TaxScout WISP tools are not legal advice, not a formal audit, and not a guarantee of compliance. They are designed to help tax professionals document and implement security practices based on IRS and FTC guidance.
Frequently Asked Questions
A Written Information Security Plan (WISP) is required by the IRS under Publication 4557 for all tax return preparers. It documents how your firm protects taxpayer data. The FTC Safeguards Rule (16 CFR 314) makes it a federal requirement. Non-compliance can result in penalties, increased liability, and potential denial of e-filing privileges.
Get Your Free WISP Score Today
44 questions. 10 minutes. See your compliance score and gaps instantly.
Full WISP document + certificate included with TaxScout Platform ($149/mo) or Support ($99/user/mo).