Hand your accounting clients a WISP they can sign, without writing it

WISPCreator
FOR IT PROVIDERS

Every paid tax preparer needs a Written Information Security Plan (WISP), and the people who run their systems are the first ones they ask. WISP Creator lets you deliver one in days, as your own service: the firm answers a guided interview, our engine writes the plan, and the firm signs it.

Why your clients are asking now

PTIN renewal is open and every PTIN expires on December 31. Line 11 of IRS Form W-12 asks each preparer to confirm they know a written information security plan is required. The requirement itself comes from the FTC Safeguards Rule, and it applies to a two-person office the same as a large firm. Most firms tick the box and then look for someone to help them write the plan. That someone can be you.

How it works today

1

Send us the firm

The firm name and the owner's e-mail. During the pilot we set up the account within one business day, on the Professional plan, and invoice you - the firm never sees a checkout.

2

Run the interview

Your engineer sits beside the owner, in person or on a screen share, while they answer plain-English questions about how the office works. Or the owner does it alone. Our engine drafts the plan from the answers.

3

The firm signs its plan

The owner reviews it, adopts it and signs it. The firm owns the login and the plan from the first day.

4

It stays current

Staff training, an incident log, a register of the vendors who touch client data and an annual review live in the firm's account, so next year is an update, not a rewrite.

Program terms

One program, the same terms for every partner.

Price
$299 per firm per year when you prepay a year for 10 or more firms. $349 per firm with no commitment. $249 per firm past 100 firms.
Plan
Every firm you bring gets the full Professional toolkit.
Your price
You set what you charge your clients. Our public price list stays as it is.
Partner of record
Firms you bring are yours. We do not market or sell to them while you are a partner, or for 12 months after. A firm that comes to us on its own can always stay.
Ownership
The firm owns its account and its data. The firm is the one the FTC Safeguards Rule holds responsible, and it must oversee its service providers - you and us included.
If we part ways
Your firms keep their accounts. Each can stay with us at the same price you paid for it for its next renewal, then at our regular price, or export its plan.
Referrals both ways
When a firm that came to us directly needs multi-factor login, backups or encryption put right, we introduce our partners. No fee either way.
What nobody promises
The plan is designed to help a firm follow IRS Publication 4557 and the FTC Safeguards Rule. Neither of us tells a firm that it certifies compliance.
The pilot
90 days, on a one-page letter carrying these terms. Either side can end it. The full reseller agreement comes when you want to go past 10 firms.

What we build with our first partners

During the pilot we set firms up by hand. These come next, shaped by the partners who use them:

  • Your own partner login with a list of your firms
  • Add a firm from your screen, with an invitation in your company's name
  • "[Your company], Powered by WISP Creator" on the invitation, login and PDF
  • Your access to each firm logged under your name, so the firm's records show who did what

Talk to the founder

Fifteen minutes is enough to see whether it fits what your clients ask you for.