The WISP Readiness Sprint combines cybersecurity specialist experience with structured compliance workflow patterns: policies, evidence links, gap registers, and review history in one workspace. We help you organize and maintain the program—we do not replace your firm's professional judgment or legal counsel.
WISP readiness · Tax & accounting firms
Build Your Required WISP Without Starting From Scratch
Practical WISP readiness support for tax and accounting firms that need security documentation, evidence, and a clear implementation plan—designed around IRS WISP and FTC Safeguards expectations, not legal advice.
Cybersecurity-led. Delivered with a structured TrustLayer workspace.
The challenge
You do not just need a template. You need a working plan.
Tax and accounting firms are expected to protect client data, maintain a written security plan, and be ready to show basic safeguards are in place. But most small firms have documents, vendors, passwords, portals, employee access, and evidence scattered everywhere.
A WISP document alone is not enough if it does not connect to real safeguards, responsibilities, vendors, and review routines. TrustLayer helps you organize the work so your plan can be maintained—not buried in email, folders, and spreadsheets.
What we help organize
Documentation, evidence, and review structure
The WISP Readiness Sprint brings scattered security work into one practical program.
- Written Information Security Plan
- Risk assessment worksheet
- Incident response plan
- Vendor/service provider inventory
- MFA and access control checklist
- Evidence checklist
- Employee security acknowledgement/training tracker
- Annual WISP review schedule
- TrustLayer workspace setup
Offer
WISP Readiness Sprint
A 7–14 day implementation support package for small tax and accounting firms that need to get their WISP, evidence, gaps, and review plan organized.
- Current-state review
- WISP drafting/support
- Evidence checklist
- Risk/gap register
- Security task list
- Walkthrough call
- TrustLayer workspace
Get started
Start with a short readiness review to scope your firm's current state and timeline.
Book a 20-minute readiness reviewWorkspace
Delivered inside TrustLayer
Your WISP, evidence, gaps, tasks, and review history are organized inside a compliance workspace, so the plan can be maintained instead of getting lost in email, folders, and spreadsheets.
Acme Vendor Security — Q4 review
Last saved 2m agoTenant: acme-corp
Security questionnaire
Vendor assessment · 48 controls · 3 reviewers assigned
12 drafts pending reviewExport package ready
| Control / question | Owner | Status | Evidence |
|---|---|---|---|
| Describe encryption for data at rest and in transit. | SecEng | Draft | 2 files |
| List subprocessors with data residency. | Legal | In review | Sheet v3 |
| Incident response testing frequency and last run. | GRC | Approved | Report PDF |
| Business continuity and RTO/RPO targets. | Ops | Draft | — |
| Access reviews for privileged accounts (frequency, sampling). | IT Risk | In review | CSV |
Document preview
WISP — draft v4
AI-assisted sections flagged for counsel review before client delivery.
Audit trail: edits, approvers, and export checksums recorded in workspace.
Workspace active · 3 reviewers with open assignmentssynced · US-East
Ongoing support
Need ongoing help?
After the WISP Sprint, firms can continue with monthly vCISO-lite support for policy updates, security reviews, vendor tracking, cyber insurance questionnaires, and ongoing evidence maintenance.
vCISO-lite is optional continuity—not a compliance guarantee. It keeps your documentation current as tools, staff, and vendor relationships change throughout the year.
Discuss ongoing supportAuthority
Cybersecurity-led, not just template delivery
TrustLayer is built by practitioners with cloud and security operations background—not generic document shops.
FAQ
Common questions
Do you guarantee compliance?
No. This is not legal advice and does not guarantee compliance. This is cybersecurity documentation and readiness support to help your firm organize its WISP, evidence, and security tasks.
Is this legal advice?
No. TrustLayer and the WISP Readiness Sprint provide cybersecurity documentation and readiness support—not legal counsel. Your firm should have qualified professionals review final documentation where appropriate.
Do you only provide templates?
No. Templates are a starting point. The sprint helps you organize a working plan: current-state review, drafting support, evidence checklists, gap registers, tasks, and a walkthrough—delivered inside a TrustLayer workspace you can maintain.
What if we already have a WISP?
We can review what you have, identify gaps against common WISP and FTC Safeguards expectations, organize evidence, and build a practical update plan—without starting from scratch unless that makes sense for your firm.
Do you help with MFA, vendors, and evidence?
Yes. The sprint includes checklists and workspace structure for MFA and access controls, vendor/service provider inventory, and evidence organization—so safeguards connect to documentation instead of living in scattered folders.
Is TrustLayer required?
The WISP Readiness Sprint is delivered using TrustLayer as the system of record for policies, evidence, gaps, tasks, and review history. You are buying organized readiness support—not a standalone PDF template.
How long does it take?
Most small tax and accounting firms complete the WISP Readiness Sprint in 7–14 days, depending on how much documentation already exists and how quickly your team can gather evidence.
How much does it cost?
Pricing depends on firm size and scope. Book a 20-minute WISP Readiness Review to discuss your current state and receive a scoped quote—no public checkout for this service path.
Ready to organize your WISP program?
Book a readiness review, download the starter kit, or join the free workshop.