Premium WISP System
The complete self-serve WISP system for firms that want the WISP, records, and SOP layer without moving into the completed-package service. Premium adds operational procedures and stronger firm context, but the firm still reviews and completes the package.
Operational layer
WISP plus SOP structure
Premium keeps the package self-serve, but adds the operational procedure layer and stronger documentation structure around the firm environment.
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.
How it works
Purchase the Premium System
After checkout, you receive the full self-serve WISP package.
Review the WISP and SOP system
Use the package to document your firm's controls, procedures, systems, and supporting records.
Confirm outstanding items
Review any review-required areas, confirm safeguards, and complete any remaining firm-specific entries.
Adopt and maintain the package
Review the documents, confirm accuracy, and keep the final system updated as your firm changes.
What you receive
Cover page
Firm name, contact details, responsible party, and prepared-for information.
Premium WISP document
The main WISP document with firm-specific context and review-required items.
Employee Access Log
A record of personnel with access to taxpayer information, firm systems, files, and tools.
Hardware and Software Inventory Log
A practical inventory of devices, software, cloud tools, tax software, and systems used by the firm.
Service Provider Log
A record of vendors and platforms that may access, store, process, or support taxpayer information.
Incident Log
A place to record suspected or confirmed security incidents and response notes.
Annual Review Log
A record of review dates, updates, responsible person, and follow-up items.
SOP System
Operational procedures covering access control, data handling, incident response, retention, vendor management, and review.
Signature Page
A review and acknowledgment page for firm records after final confirmation.
Package Overview
A quick reference explaining the package and intended use.
What this system helps you document
Premium adds the operational procedure layer and stronger structure around the firm's environment, safeguards, and records, including:
Best for
- Firms that want the full self-serve WISP system
- Practices that need SOPs in addition to the WISP and logs
- Buyers who want a stronger, more operational package before moving into a fully completed service tier
Not for
- ✕Buyers who want a fully completed sign-and-done package
- ✕Firms that do not want to review and confirm remaining items themselves
- ✕Practices looking for a purely document-only or worksheet-level product
Before you buy
Premium is still a self-serve tier. The firm is responsible for reviewing all entries, confirming accuracy, and completing any outstanding items before signing. This is not legal advice, cybersecurity consulting, or a guarantee of compliance.
Get the Premium WISP System
WISP + SOPs + structured records for the strongest self-serve tier.
DIY purchase credited toward this tier. Upgrade to the Complete WISP Package if you want the final package prepared for you.
Get the Premium System — $149.00Want the finished package instead? Start the Complete WISP Package.
Delivered as a downloadable WISP system with SOPs, logs, and a 30-day review period.