The CountingWorks PRO Written Information Security Plan (WISP) Template
According to the FTC Safeguards Rule, tax return preparers must create and enact written information security plans by June 9, 2023 to protect client data.
Failure to do so may result in an FTC investigation.
CountingWorks has put together the framework for a Written Information Security Plan that tax professionals can use to comply with the FTC guidelines.