Free Customizable Written Information Security Plan (WISP) Template

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Welcome to the Protection Plus Customizable WISP Tool

A Written Information Security Plan (WISP), required by the Federal Trade Commission (FTC) in compliance with the Gramm-Leach-Bliley Act, is a tool to help you outline ways to make sure your business keeps client data safe and secure.

The purpose of the WISP is to:

  • Ensure the security and confidentiality of all Personally Identifiable Information (PII) retained by the Firm.
  • Protect PII against anticipated threats or hazards to the security or integrity of such information.
  • Protect against any unauthorized access to or use of PII in a manner that creates a substantial risk of identity theft or fraudulent and harmful use.

Review User Agreement

The information on this website and the finalized Written Information Security Plan (WISP) provided should not be construed as legal advice. The WISP prepared by Tax Protection Plus, LLC for your tax practice is based on the template provided by the IRS publication 5708 and does not guarantee that it meets the regulatory requirements for your tax practice. Tax Protection Plus, LLC is not an authorized attorney and the information provided is not a substitute for professional legal counsel. We strongly recommend that you consult with a qualified attorney for any legal matters or for advice regarding your WISP or any other specific situation.

Disclaimer: Please note that many offices will not have all the items listed on this questionnaire. The purpose is to generate a WISP to assist your Firm be compliant with today’s standards. If there is a question that does not seem to apply to your current status or structure, we would suggest you still answer it, as it may become part of your practice in the future and it will address the concern of the Federal Trade Commission (FTC) and the Internal Revenue System (IRS). Please read every section thoroughly and answer to the best of your ability.