Financial Providers
3 minutes
CPA Firm Compliance & Risk Assessment
Spot IRS, FTC, portal, backup, and client-data gaps before tax season pressure turns them into urgent exposure.
Question 1 of 8
The IRS-Mandated Written Information Security Plan
When you renew your tax preparer license (PTIN) each year, you check a box legally attesting that you have an accurate, recently reviewed Written Information Security Plan (WISP). Do you have an accurate, annually reviewed WISP on file that meets the requirements of IRS Publication 4557?