Get the Security-Policy Layer Done Correctly
Written Information Security Plan products for tax and accounting firms. Start with a free worksheet, move into the document-only template, complete it yourself with the DIY or Premium System, or receive a completed package prepared for your firm.
WISP lane overview
Choose the level of completion you need
The WISP lane moves from a free worksheet, to a document shell, to a guided completion system, to a stronger SOP-backed self-serve package, and finally to a completed package prepared for the firm.
Included documents
Why this matters
A WISP is not just one document. It is the policy, the supporting records, the review rhythm, and the evidence that the firm can actually follow what it wrote down.
A WISP is a policy document, supporting records, and ongoing review.
The lower tiers help you start or draft the document. The higher tiers add logs, structure, procedures, and eventually a completed package prepared for your firm.
The core decision is simple: choose how much of the work your firm wants to do itself, and when you want a finished package instead of a self-serve system.
Why this matters
Tax firms handle Social Security numbers, income records, dependent information, bank details, and other sensitive taxpayer data. A proper WISP documents how your firm protects that information, manages access, works with service providers, responds to incidents, and reviews safeguards over time.
Auditable.tax WISP products are documentation systems and support materials. They do not guarantee compliance and should be reviewed for your firm's actual practices.
Free WISP Worksheet
Email-gated lead magnet
A printable WISP starting framework with key safeguard areas, checkboxes, and firm-specific response prompts. Use it to begin documenting how your firm protects taxpayer data.
- Printable PDF worksheet
- WISP starting framework for tax firms
- Administrative, technical, and physical safeguard sections
- Checkboxes for common security controls
- Response prompts for firm-specific notes
WISP Template
auditable.tax
A formal WISP document shell for firms that want the document itself and are comfortable completing it on their own.
- Core WISP document
- Policy-first structure
- Approval page
- Document-only tier
DIY WISP System
Direct from auditable.tax
Template purchase credited toward this tier
The guided self-completion WISP system for firms that want structure, supporting records, and a clear path to a defensible completed WISP.
- Core WISP + supporting documents
- Guided completion order
- Risk assessment worksheet
- Safeguards checklist
- Employee access log
Premium WISP System
Direct from auditable.tax
DIY purchase credited toward this tier
The complete self-serve WISP system with SOPs, structured records, and firm-specific context that still requires final firm review and completion.
- WISP + SOP system
- Firm-specific data and context
- Structured logs and records
- Hardware and software inventory log
- Incident and annual review logs
Complete WISP Package
Direct from auditable.tax
Varies by firm size and completed package scope
The completed, firm-specific WISP package for buyers who want the final deliverable prepared for them instead of finishing the system themselves.
- Completed WISP
- Completed logs
- Completed SOP system
- Firm-specific final package
- No unresolved placeholders
Which WISP tier should you choose?
Free Worksheet
Choose Free if you only want to understand the basic structure of a WISP.
Template
Choose Template if you want the formal WISP document and are comfortable completing it on your own.
DIY SystemMost Popular
Choose DIY if you want the document plus logs, worksheets, and a guided completion path.
Premium System
Choose Premium if you want the full self-serve system with SOPs and stronger operational structure.
Complete Package
Choose Complete Package if you want the finished WISP package prepared for your firm.
Compare WISP tiers
| Feature | Free Worksheet $0.00 | Template $29.00 | DIY System $79.00 | Premium System $149.00 | Complete Package $249 and up |
|---|---|---|---|---|---|
| Printable worksheet | — | — | — | — | |
| Formal WISP document | — | ||||
| Guided completion order | — | — | — | — | |
| Risk assessment worksheet | — | — | — | — | |
| Safeguards checklist | — | — | — | — | |
| Employee access log | — | — | |||
| Service provider log | — | — | |||
| Incident log | — | — | |||
| Annual review log | — | — | |||
| Hardware/software inventory | — | — | — | ||
| SOP system | — | — | — | ||
| Firm-specific context | — | — | — | ||
| Fully completed deliverable | — | — | — | — | |
| Service / intake required | — | — | — | — |
Every paid WISP purchase counts toward an upgrade
Buy the Template and apply that amount toward the DIY System. Buy the DIY System and apply that amount toward the Premium System. Buy the Premium System and apply that amount toward the Complete WISP Package.
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