The Easy Button for WISP Compliance.
EasyWisp.ai generates your customized WISP, assigns a trackable compliance work plan, easily collects e-sign acknowledgments, and keeps an audit-proof dashboard—English & Spanish.
Who EasyWISP is Built For
Designed for tax and accounting professionals of all sizes
CPA Firms
Full-service accounting firms handling client financial data
Tax Prep Offices
Seasonal and year-round tax preparation businesses
Bookkeeping Firms
Monthly bookkeeping and financial management services
Multi-Location Firms
Organizations with multiple offices and staff locations
No IT background required.
Why Practices Fail Audits
Why compliance matters more than ever
- Client PII is a target.
- A Legal Requirement for anyone with a PTIN
- Most WISPs are generic PDFs with zero evidence.
- Training + acknowledgments get skipped.
- No audit trail = no defense.
If it isn't documented and provable, it didn't happen.
What Makes You Compliant
Everything you need for complete WISP compliance
AI-Custom WISP
Firm-specific, role-based safeguards generated for your exact situation
Risk Assessment
Guided assessment with scoring to identify and prioritize risks
Cyber Awareness Training
Complete training modules available in English and Spanish
E-sign Acknowledgments
Easy collection from employees and third parties with tracking
Trackable Work Plan
Tasks, owners, due dates, and evidence all in one place
Audit-Proof Dashboard
Complete timeline with exports for instant audit readiness
How It Works
Get audit-ready in one afternoon
Answer a few questions
Complete our guided intake in 10-15 minutes
Generate WISP + Risk Assessment
AI creates your customized compliance documents
Launch Training + Acknowledgments
Send to employees and third parties with one click
Complete Work Plan Tasks
Track progress and attach evidence as you go
Export Audit Pack Anytime
Download complete compliance documentation instantly
Choose Your Plan
Three tiers designed for different needs
Fully Compliant
Everything you need for complete WISP compliance
- AI-Custom WISP Generation
- Risk Assessment & Scoring
- Cyber Awareness Training (EN/ES)
- E-sign Acknowledgments
- Trackable Work Plan
- Audit-Proof Dashboard
- AI ComplianceBot 24/7
Fully Protected
Compliance plus complete cybersecurity protection
Everything in Fully Compliant, plus:
- IT Security Software for All Devices
- Email Protection
- Cloud Storage Security
- Full Data Backup
- Complete Data Protection
Fully Supported
Full compliance with managed IT support
Everything in Fully Protected, plus:
- 24/7 Security Monitoring
- Help Desk Support
- IT Planning & Consulting
- Cyber Consulting
- Securely Hosted Server for Tax Software
- Managed Incident Response
Why EasyWisp?
Frequently Asked Questions
Because tax firms handle extremely sensitive client data, and regulators expect you to actively protect it—not just say you do. The WISP is how you document what risks exist, what safeguards you use, and how you prove they're actually happening.
Yes. Firm size does not matter. If you handle taxpayer data, you are expected to have a Written Information Security Plan. The rules don't say "only if you're big" or "only if something bad happens."
A static template checks a box—but it doesn't show implementation, training, acknowledgments, or follow-through. Auditors look for evidence, not just words on a page.
Because the WISP is supposed to be based on your actual risks, not generic best practices. Without a documented risk assessment, your WISP is essentially an opinion—not a defensible plan.
Yes. Regulators expect you to show that staff were trained, informed, and agreed to follow policies. "We told them verbally" does not count as proof.
Because compliance is about provability. If you can't show when something happened, who completed it, and what evidence exists, then for audit purposes—it didn't happen.
Nothing—until you're asked to prove compliance quickly. Then it turns into a scavenger hunt. A dashboard replaces chaos with timestamps, task tracking, and one-click evidence exports.
It means if someone asks tomorrow, you can immediately show: Your WISP, Your risk assessment, Training completion, Signed acknowledgments, Ongoing safeguards, A clear compliance timeline. No scrambling. No rewriting history.
Because fragmented tools create gaps. An all-in-one system ensures everything connects—risk → controls → training → evidence—so nothing falls through the cracks.
That doesn't mean you're safe—it just means you've been lucky. EasyWisp exists so you can fix it quickly, affordably, and correctly, without turning compliance into a second full-time job.