WISP Ready · for tax and accounting offices
Get your security plan done before tax season
WISP Ready builds the written security plan the IRS expects tax offices to have, fits it to your real systems, and trains your staff to use it.
Fixed price, quoted after your free consultation
Who it's for
- Tax preparers and accounting firms with 1 to 25 people
- Offices that have never written a security plan, or have one that's out of date
- Owners who want it finished before the busy season, not during it
The problem
Why this matters
Under the FTC Safeguards Rule, tax and accounting firms count as financial institutions. That means you must keep a written information security plan, often called a WISP.
Most offices know they need one. Few have time to write it, and a generic template doesn't match the computers, software, and people in your office.
What you get
- A written security plan built from IRS Publication 5708
- A plan fitted to your office's real computers, software, and workflow
- Staff training on what the plan asks of each person
- A written summary of what's in place and what to fix first
- A 30-day follow-up to answer questions once the plan is in use
How it works
From first coffee to follow-up
Free consultation
20 to 30 minutes by phone, video, or over coffee. Tell me the problem, and I'll include a quick 10-point check of your basics.
One-page proposal
The outcome, the price, and a start date. Small fixes get an hourly estimate instead. No long contract.
The work
I work around your schedule and finish with a written summary you can keep.
30-day follow-up
A check-in a month later to make sure everything is still working for you.
Timeline
Most projects take 2 to 4 weeks. Your proposal sets the start date, and I schedule the work around your office's busy season. If the project grows, we'll agree on a new timeline before going further.
Price
Fixed price, quoted after your free consultation. After the consultation, you get a one-page proposal with the outcome, the price, and a start date.
FAQ
Questions owners ask
Do I really need a written security plan?
If your firm prepares taxes or provides accounting services, the FTC Safeguards Rule treats it as a financial institution and requires a written information security plan. IRS Publication 5708 was written to help tax professionals create one. For questions about your firm's specific legal obligations, talk with your attorney.
Can't I just fill in the IRS template myself?
You can, and Publication 5708 is a good starting point. The hard part is making it match your office: which computers, which software, who has access to what, and what happens if something goes wrong. That's the part I work through with you.
Will this get in the way of client work?
No. Work is scheduled around your busy times, and most technical changes are made remotely, so your team keeps working.
Does this make my office compliant?
WISP Ready builds the plan you need and helps you meet the requirement. ByteSize provides technical services, not legal advice, and your firm owns its compliance program.
ByteSize Technology provides technical services, not legal advice. Your business owns its compliance program; talk with your attorney about your specific obligations.
Start with a free consultation
20 to 30 minutes by phone, video, or over coffee. Bring the one tech problem bugging you most, and leave with a plain-English next step.
Free20 to 30 minutesNo pressure