Written Information Security Plan (WISP) for Accounting and Financial Firms

Looking for a WISP? Tired of spending hours on complex WISP compliance?

Protect your clients’ sensitive data and ensure compliance with IRS and FTC regulations through Vexa Security’s tailored Written Information Security Plan (WISP). We help you create a Written Information Security Plan (WISP) tailored for your business and saves your dozens of hours a day.

Why Your CPA Firm Needs a WISP?

As a CPA or financial firm, you handle sensitive data like Social Security Numbers, tax records, and financial histories, making you a prime target for cyberattacks and helps you create WISP. A Written Information Security Plan (WISP) is a legally mandated document outlining policies and procedures to protect client data, as required by the Gramm-Leach-Bliley Act (GLBA), FTC Safeguards Rule, and IRS Publication 4557. Without a WISP, your firm risks penalties, reputational damage, and loss of client trust.

Vexa Security’s Managed WISP Solutions provide a comprehensive, hassle-free approach to compliance and cybersecurity. From risk assessments to employee training, we ensure your WISP meets regulatory standards and evolves with emerging threats.

Customized WISP Development

Get a tailored WISP that aligns with IRS, FTC, and state regulations. Identify vulnerabilities and compliance gaps with our expert-led assessments.

Ongoing Monitoring & Updates

Stay ahead of evolving threats with continuous WISP maintenance, support and implementation plan.

Risk Assessment

Identify internal and external threats to data security.

Security Controls

Implement encryption, firewalls, and access management.

Incident Response Plan

Provide clear procedures for breaches and client notifications.

Third-Party Oversight

Evaluate security practices of service providers and vendors.

Benefits of Our Service

Ensure Regulatory Compliance

Meet IRS, FTC, and GLBA requirements effortlessly, avoiding fines up to $43,792 per violation and ensuring PTIN renewal with Form W-12 compliance.

Save Time and Resources

Our managed solutions handle WISP creation and maintenance, freeing you to focus on serving clients, as emphasized by Rightworks’ time-saving approach.

Protect Client Data & Build Trust

Implement safeguards like multi-factor authentication (MFA), encryption, and secure data disposal to protect sensitive client information from breaches. Showcase your commitment to security, attracting clients who prioritize data protection and giving you a competitive edge in a regulated market.

Why Choose US?

Unlike generic cybersecurity providers, Vexa Security specializes in the unique needs of CPA and financial firms. Our Managed WISP Solutions combine industry-leading expertise with user-friendly tools and manual risk assessment to deliver a perfect WISP unlike other automated tools that create WISPs that might not meet regulations. We offer: Tailored Expertise: Our team understands the regulatory landscape, ensuring your WISP meets IRS and FTC standards. Rapid Implementation: Get started with a free gap analysis and a customized WISP in days, not weeks. Continuous Support: Benefit from ongoing updates and monitoring to keep your firm secure and compliant. Client-Centric Approach: We prioritize your firm’s reputation and client relationships, delivering solutions that build trust. With Vexa Security, you’re not just checking a compliance box - you’re investing in a secure future for your firm and your clients.

Send An Inquiry

Ready to enhance your cybersecurity measures? Reach out to us for a consultation and discover how we can help protect your digital assets.

Contact Email

[email protected]

Contact Number

+01-320-469-1203