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Effortlessly meet IRS Publication 4557 & FTC requirements with a customized Written Information Security Plan designed for CPA & Accounting Firms.

  • Free Gap Assessment Report in 48 Hours
  • Risk Assessments Included
  • 24x7 Managed Security Support
  • Custom WISP, No Generic Template
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    Is WISP Mandatory for Accounting and Tax Professionals?

    Accountants and tax preparers handle sensitive client data, including Social Security numbers, tax returns, financial records, and banking information. Without a proper WISP, firms may face compliance gaps, data breaches, penalties, and loss of client trust.

    Ace Cloud Hosting helps CPA, tax, and accounting firms create a customized WISP based on their business, security needs, and client data. The service documents key security policies and safeguards to protect sensitive information and respond to security incidents.

    • Avoid Costly Penalties: Reduce the risk of fines of up to $50,000 per violation per day for applicable FTC Safeguards Rule violations.
    • Support PTIN Compliance: Maintain the security practices needed to meet your responsibilities as a paid tax preparer and support annual PTIN renewal requirements.
    • Meet GLBA & FTC Requirements: Maintain a documented information security program aligned with applicable GLBA and FTC Safeguards Rule requirements.
    • Protect Sensitive Client Data: Safeguard tax returns, financial records, Social Security numbers, and other sensitive client information from cyber threats.
    WISP requirements for accounting and tax professionals

    Download Your FREE WISP Template

    Get a free, easy-to-use WISP template for tax Professionals with a pre-structured format to help document your firm’s information security policies and safeguards.

    Who Must Have a WISP?

    CPA & Accounting Firms

    CPA & Accounting Firms

    Protect client tax returns, payroll records, bank details, and other sensitive accounting data with documented policies for access, data handling, employee security, and incident response.

    Bookkeeping Firms

    Bookkeeping Firms

    Secure clients’ books, invoices, bank account details, and transaction records while defining who can access financial systems and how client data should be stored and shared.

    Enrolled Agents (EAs)

    Enrolled Agents (EAs)

    Safeguard taxpayer records, Social Security numbers, IRS correspondence, and tax filing information with clear procedures for secure communication, access control, and reporting security incidents.

    Financial Advisors & Consultants

    Financial Advisors & Consultants

    Helps professionals protect client portfolios, investment records, account information, and personally identifiable information while establishing controls for data access, third-party services, and secure communications.

    Sole-Practitioner Tax Professionals

    Sole-Practitioner Tax Professionals

    Create practical security procedures for protecting client tax returns, W-2s, 1099s, Social Security numbers, and other taxpayer information across personal devices, cloud applications, email, and office systems.

    Outsourced Finance & Accounting Providers

    Outsourced Finance & Accounting Providers

    Manage security across multiple client environments by defining data access, user permissions, file sharing, vendor management, and safeguards for the financial information handled on behalf of each client.

    Download Your FREE WISP Template

    Get a copy of free and easy-to-use WISP template and save time with a pre-structured format. Take the first step toward safeguarding sensitive client data.

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    Ace Cloud Hosting vs. Other WISP Providers

    FeaturesOther WISP ProvidersAce Cloud Hosting
    Gap AssessmentPaid assessmentFree gap assessment
    Assessment Turnaround5-7 business daysWithin 48 hours
    WISP PricingStarts at $1,000+Flat $699
    Hidden FeesAdditional consultation & customization feesNo hidden fees
    WISP CustomizationStandard templates with basic customizationFully customized WISP
    Support AvailabilityBusiness-hours support24×7 human support
    Weekend & Holiday SupportNot availableAvailable 24×7
    Security SupportWISP documentation onlyWISP + managed security support

    Protect Your Firm Beyond WISP with Managed Security Services

    Strengthen your security with managed services that go beyond WISP, from threat monitoring and endpoint protection to email and network security.

    Why Choose Ace Cloud Hosting as Your Managed WISP Service Provider?

    Free Gap Assessment in 48 Hours

    Free Gap Assessment in 48 Hours

    Identify gaps in your current security practices with a free assessment delivered within 48 hours, helping you understand where your WISP needs improvement.

    Years of Accounting Experience

    15+ Years of Accounting Experience

    Leverage 15+ years of experience supporting accounting and tax professionals with security, compliance, and technology solutions built around their industry requirements.

    Flat $699 Pricing, No Hidden Fees

    Flat $699 Pricing, No Hidden Fees

    Get a complete managed WISP service for a flat $699 with no hidden charges, making it easier to plan your compliance and security budget.

    Managed Security Support

    24x7 Managed Security Support

    Get ongoing security assistance through phone, email, and chat, with human support available 24x7, including weekends and holidays.

    Achieve Leading-edge Success with Ace Cloud Hosting

    Recognized and authorized managed cloud and Desktop as a Service provider
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    Intuit Authorized Commercial Hosting Provider and QuickBooks Solution Provider

    We are an Intuit Authorized Hosting Provider for QuickBooks Desktop software, giving us the expertise to deliver exceptional hosting support. As a QuickBooks Solution Provider (QSP), we also offer genuine QuickBooks products at competitive prices, delivering trusted solutions end to end.

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    Award-Winning
    Application Hosting Provider

    Ace Cloud Hosting is trusted by businesses globally and has received prestigious honors, including “Best Outsourced Technology Provider” from the CPA Practice Advisor Readers’ Choice Awards for two consecutive years and “Customer Service Department of the Year” at the 2024 Stevie Awards under the American Business Awards.

    Explore the Latest Resources on WISP

    what-is-WISP-written-information-security-program)
    What is WISP? (Written Information Security Plan)
    Written Information Security Plan (WISP) is an exhaustive policy document that guides businesses in protecting, monitoring, and managing their data security. A WISP document is more than just a record;...
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    Risks and Penalties of Operating Your Business Without a WISP
    With the evolving cyber threat spectrum, data security has become non-negotiable for the accounting industry. Therefore, firms are always looking to improve their security posture. However, you cannot achieve an...
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    WISP Components – What CPAs Should Be Aware Of
    Data security is a top priority for every business in the modern world. This is especially important for CPA firms that handle clients’ financial data. One of the best ways...
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    Frequently Asked Questions

    Do I need to follow IRS Publication 4557 Safeguarding Taxpayer Data when creating a WISP?

    Yes. Tax professionals should use IRS Publication 4557 Safeguarding Taxpayer Data when developing their WISP to address required safeguards for taxpayer information, including risk assessment, access controls, employee training, data protection, and incident response.

    No. The IRS requires covered tax professionals to create and maintain a written information security plan, but it does not prescribe one specific template. The WISP plan should be appropriate for the firm's size, systems, and security risks.

    Review the WISP at least annually to comply with federal regulations. According to IRS Publication 4557 and the FTC Safeguards Rule, a yearly evaluation is the legal baseline for tax professionals. You should also update the WISP policy whenever there are significant changes to your systems, vendors, employees, office locations, or security risks.

    Yes. Ace Cloud Hosting provides customized WISP documents tailored to your firm's systems, employees, vendors, types of client information handled, and existing security controls, rather than relying on a generic policy.

    It should define how the firm detects and reports suspected incidents, contains unauthorized access, preserves relevant information, notifies appropriate parties, and restores affected systems or data.

    It should define who can access client information, what systems they can access, how permissions are granted or removed, and how access is reviewed when employees change roles or leave the firm.

    Yes. A written information security plan should address how employees securely access client and taxpayer information remotely, including device security, authentication, VPN or secure remote access, file sharing, and access permissions.

    The cost of a managed WISP service depends on the firm's size, security requirements, and level of support needed. Ace Cloud Hosting offers a flat $699 managed WISP service with no hidden fees, along with a free gap assessment delivered within 48 hours.