WISP Resources
Plain answers about your WISP
Guides and tools for CPA, EA, tax and bookkeeping firms working through the FTC Safeguards Rule and IRS requirements.
Free checklist
WISP readiness checklist
28 yes or no questions with an instant score, plus a printable PDF.
Take the checklistArticle
Form W-12 Line 11: what you attested, and how to back it up
What the October 2026 form says and the proof your firm should have on file.
Read the article