The Problem

All tax preparers MUST have a Written Information Security Plan or WISP

Know your level better than hackers do

There are 4 levels of cyber maturity:


  • Nothing - No written plan and no security controls


  • Level 1 - Some security controls (anti-virus/patching) , but no written plan


  • Level 2 - Written plan, some security controls, but not "doing what you say you do"


  • Level 3 - Written plan and working toward implementing all controls in plan


  • Level 4 - Written plan, controls are operational and verifiable