Description
Ensure your firm’s compliance with IRS and FTC guidelines through our fully customizable 2025 Written Information Security Plan (WISP). Valid for the entire 2025 calendar year, this WISP fulfills regulatory requirements under the Gramm-Leach-Bliley Act (GLBA) and FTC’s Safeguards Rule. Designed specifically for small to medium-sized firms, it helps protect client data, streamline compliance processes, and build trust. Our comprehensive WISP package includes everything your firm needs to stay compliant.
What’s Included:
- 2025 WISP Fillable PDF Document
- A 25-page customizable WISP tailored to support your firm’s data security policies.
- Includes various policies, sign-off pages, mitigation plans, and fillable charts to help you track compliance and pinpoint areas for improvement.
- WISP Training Presentation
- A professional, easy-to-understand slide deck for educating staff on WISP policies and procedures.
- Breaks down complex information into simple, actionable steps for staying compliant.
- WISP Training Sign-In Sheet
- A sign-in sheet to record staff attendance, signatures, and session details.
- Helps confirm that all team members have completed the WISP training.
- Certificate of Compliance
- Receive a Certificate of Compliance upon completing and submitting your WISP for review.
- Demonstrates to clients and stakeholders your firm’s dedication to data security and compliance.
- Ensures compliance with IRS and FTC regulations, helping you avoid potential fines, penalties, or reputational damage. Safeguards your business against the loss of clients due to non-compliance.
- Portal Access
- Secure access to your personalized WISP portal.
- Store your WISP, training documentation, and certificates securely in the cloud.
- Receive reminders for annual reviews and make updates as needed to stay compliant.
- Support Services
- Access our team of compliance professionals for guidance, recommendations, and answers to your WISP-related questions.
- All support services are conveniently managed through the portal.
- Exclusive Discounts
- Enjoy discounts on additional compliance and security services as a valued client.