WISP Resources · Free checklist
WISP readiness checklist for tax and accounting firms
28 yes or no questions, built from the FTC Safeguards Rule and the IRS Security Six. Check what is true at your firm today and see your score.
How to read your score
- 24 or more: a solid program. Keep the evidence current and review it every year.
- 15 to 23: real gaps. Most are fixable in a few weeks, outside busy season.
- Under 15: your WISP probably would not hold up to an insurer, examiner or breach. Start now.
Sources
- FTC Safeguards Rule, 16 CFR 314 (summary by Bradley)
- 16 CFR 314.6, small institution exceptions
- FTC breach notice requirement (summary by Venable)
- IRS Tax Tip 2026-72
- IRS IR-2026-92, August 18, 2026
This page is general information, not legal advice. Sunesis Services is not a law firm or a CPA firm. Confirm specific obligations with your attorney.