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.

Built for tax & accounting firms
FTC Safeguards-aligned workflows
Audit-ready evidence
EasyWisp Dashboard
Compliance Score94%
Tasks Complete18/22
WISP Generation
Training Complete
Acknowledgments

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

1

Answer a few questions

Complete our guided intake in 10-15 minutes

2

Generate WISP + Risk Assessment

AI creates your customized compliance documents

3

Launch Training + Acknowledgments

Send to employees and third parties with one click

4

Complete Work Plan Tasks

Track progress and attach evidence as you go

5

Export Audit Pack Anytime

Download complete compliance documentation instantly

Choose Your Plan

Three tiers designed for different needs

Popular

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
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Enterprise

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
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Why EasyWisp?

The Old Way
The EasyWisp Way
Generic WISP templates
AI-customized for your firm
Consultant PDFs
Live dashboard + evidence
Manual tracking in spreadsheets
Automated work plan with due dates
Paper acknowledgments
E-sign with tracking
Scrambling during audits
One-click audit pack export

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.

Start your free trial and have an audit-ready WISP in one afternoon.

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