Description
Create a written record of how your practice handles client information. This customizable WISP template provides sections for your systems, responsible people and security procedures.
What’s Included
- Editable placeholders for your firm, responsible people, effective date and review details.
- Sections covering data inventory, risk assessment, safeguards, providers and incident response.
- Supporting attachments and spaces for owner approval and staff acknowledgment.
How You’ll Use It
Replace the placeholders with your firm’s details, complete the inventories and adapt the sections to your office. Review the plan with the people responsible for carrying it out and update it as your practice changes.
Who It’s For
Tax practice owners organizing their written security plan.
Format & Details
Free digital template. Requires customization to your practice; the template itself does not establish that your office meets every applicable requirement.
