WISP Support for CPA Firms & Professional Services
At Valley Techlogic, we know CPA firms and other professional service providers handle highly sensitive data every day — tax records, payroll details, financial statements, and confidential client information. A strong Written Information Security Plan (WISP) isn’t just a compliance requirement; it’s the baseline for protecting your clients, your firm, and your reputation.
Here’s how we help you build, maintain, and operationalize your WISP:
Risk Assessment & Gap Analysis
- Conduct a baseline risk assessment to identify vulnerabilities in your current IT, data handling, and office processes.
- Map findings against regulatory requirements such as the FTC Safeguards Rule, IRS Pub. 4557, and applicable California privacy laws.
- Provide a clear, prioritized roadmap so you know what to fix first and how to budget for it.
Policy Development & Documentation
- Draft or update your WISP to reflect your current operations, technology stack, and third-party vendors.
- Document administrative, technical, and physical safeguards in language your team can actually use.
- Align security controls with your professional standards and insurance requirements.
Employee Training & Awareness
- Deliver ongoing cybersecurity awareness training tailored to CPA and professional services workflows.
- Run simulated phishing campaigns so staff can practice spotting real-world threats safely.
- Establish clear, practical policies for remote work, password management, MFA, and handling sensitive client data.
Ongoing Compliance Support
- Conduct annual WISP reviews and periodic risk reassessments to maintain compliance.
- Support vendor due-diligence and security questionnaires for key third-party providers.
- Maintain documentation required for regulators, cyber insurance carriers, and client audits.
Valley Techlogic helps CPA firms and professional service organizations build, maintain, and demonstrate a strong WISP — giving you peace of mind, regulatory confidence, and a clear story to tell clients about how you protect their data.
If you’d like to review official guidance, you can read the IRS publication on this topic here.
Ready to put WISP on your firm’s radar?
Schedule a consultation with Valley Techlogic to review your current security posture and build a practical roadmap to compliance.
