A free WISP template for small tax practices
An editable Word file built on the IRS Publication 5708 outline. Fill in the highlighted fields with your firm's details and you have a written plan.
What's inside
- Objective
- Purpose
- Scope
- Responsible officials
- Risk assessment
- Inside-the-firm safeguards
- Outside-the-firm safeguards (network, access, encryption, Wi-Fi, remote access, devices, training, vendors)
- Implementation and review log
Attachments A–F:
- A. Retention and disposal
- B. Rules of behavior
- C. Breach procedures
- D. Staff acknowledgement
- E. Hardware inventory
- F. Authorized people
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A filled-in template does not certify that a firm meets any requirement. General information, not legal advice. Not affiliated with the IRS.