Separate WISP Lane

Tax Firms Need a WISP. Start With the Free Worksheet.

Start your Written Information Security Plan with a printable worksheet built around the core safeguard areas every tax practice should be thinking through.

Starting point

Free WISP worksheet preview

representative preview
Free WISP worksheet preview from Auditable.tax

A printable starting framework for identifying safeguard areas, capturing notes, and understanding what a real WISP needs to cover.

Printable PDF
Safeguard sections
Response prompts
Simple starting structure

Included documents

01Printable PDF worksheet
02WISP starting framework for tax firms
03Administrative, technical, and physical safeguard sections
04Checkboxes for common security controls
05Response prompts for firm-specific notes

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.

Printable PDF
Safeguard sections
Response prompts

Get the free worksheet

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What this worksheet helps you think through

If your firm handles taxpayer data, you need a documented plan for protecting that information. This worksheet gives you a simple starting structure for:

  • Administrative safeguards
  • Technical safeguards
  • Physical safeguards
  • Employee access
  • Password and account controls
  • Service provider oversight
  • Incident response planning
  • Periodic review

What you get

  • 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
  • Manual completion format for quick use

What the free worksheet does not do

The free worksheet is not a completed WISP, legal advice, or a guarantee of compliance. It is a starting framework to help you identify the areas your firm needs to document.

When you need more than a starting worksheet, move into the DIY WISP System for structure, the Premium WISP System for SOPs, or the Complete WISP Package.

Choose your next step

The free worksheet helps you start. When you're ready to complete the process, choose the level that fits your firm.

WISP Template

$29

A formal WISP document shell for firms that want the document itself.

Learn more
Most Popular

DIY WISP System

$79

A guided self-completion system with logs, checklists, and a clearer path to completion.

Learn more

Premium WISP System

$149

The complete self-serve system with SOPs and stronger operational structure.

Learn more

Complete WISP Package

$249 and up

A completed, firm-specific package prepared for your firm from structured intake.

Learn more

Frequently asked questions

Is this a completed WISP?▼
No. The free worksheet is a starting framework. It helps you organize the areas your firm needs to think through, but it is not a completed Written Information Security Plan.
Who is this for?▼
It is for tax preparers, solo practices, small tax firms, and newer offices that want a simple way to begin documenting their data security process.
Do I need a WISP if I am a solo tax preparer?▼
If you handle taxpayer information, you should have a written plan for protecting that data. Solo preparers still need to think through access, storage, service providers, devices, passwords, and incident response.
What is the difference between the free worksheet and the paid WISP products?▼
The free worksheet is a printable starting point. The paid tiers move from a document-only template, to a guided completion system, to a self-serve SOP system, and finally to a completed package prepared for your firm.
Will you spam me?▼
No. We will send the worksheet and occasional WISP or tax-practice compliance updates. You can unsubscribe at any time.