Phone 866.867.8006

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Effortless WISP Compliance for Tax & Accounting Firms

Automated FTC, IRS & GLBA Compliance — Integrated into the Protect Dashboard

Why It Matters

If you handle client financial data, you’re required to implement a Written Information Security Program (WISP) under the FTC Safeguards Rule, IRS Pub. 4557, GLBA, and state data privacy laws. Non‑compliance can bring $100k+ fines, credential loss, or data breaches.

What You Get

Module	Description
Policies & Procedures	Pre-built, customizable & stored securely.
Risk Assessment	Guided & auto-scored assessments with audit trail.
Staff Training	Courses + phishing sim + training logs.
Vendor Management	Due diligence tools & agreement tracking.
Forms Library	Templates for all data security forms.
Audit & Breach Management	Incident response kit + logs + notifications.
Whistleblower Tool	Anonymous internal reporting built in.

How It Works

Login to Protect Dashboard
Answer prompts to build your WISP
Track training, vendor reviews & updates—auditor-ready

Schedule a Demo →

What Firms Say

“Protect made WISP compliance simple — we passed our IRS audit in 2 clicks.” — CPA, AZ

“All‑in‑one compliance and IT tools — no consultants needed.” — Bookkeeper, TX

Pricing Plans

WISP Essentials

Template, builder & secure storage

$29/mo

Start Free Trial

WISP Pro

Essentials + training, vendor mgmt, reminders

$79/mo

Start Free Trial

WISP Complete

Pro + audit kit, breach mgmt, vCISO chat

$149/mo

Start Free Trial

FAQs

Already have a WISP?: Import it and use Protect to manage updates, logs & staff acknowledgments.
IRS/FTC Compliant?: Yes — built to align with IRS Pub 4557 and FTC Safeguards Rule.
Tech support needed?: None. If you can run tax software, you can use Protect.

Get Compliant Today →

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26632 Towne Centre Dr Suite 300
Foothill Ranch, 92610
949.482.6777
866.867.8006
Email: support@protectcm.com

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