Free workshop · 45 minutes
Register for the Free WISP Workshop for Tax & Accounting Firms
Learn what your firm needs to organize a practical Written Information Security Plan, what evidence you should be collecting, and which security gaps to fix first. This workshop is for firm owners, CPAs, enrolled agents, tax preparers, and small accounting teams that want a clearer path to WISP readiness without starting from scratch.
Next live session: Date confirmed after registration
Time confirmed by email · 30-minute presentation + 15-minute Q&A
Agenda
What you will learn
Practical guidance for small firms—no fearmongering, no compliance guarantees.
- What a WISP should include
- What evidence your firm should organize
- The most common WISP gaps in small tax/accounting firms
- How to build a 30-day WISP readiness plan
- When a template is not enough
- How TrustLayer keeps the work organized
Audience
Who it is for
- Tax preparers
- Enrolled agents
- CPA firm owners
- Small accounting practices
- Firms using client portals, tax software, cloud storage, Microsoft 365, Google Workspace, TaxDome, Canopy, Karbon, ShareFile, Dropbox, or similar tools
Schedule
Workshop agenda
- 0–5 minWhy WISP readiness matters
- 5–10 minWhat a WISP is and is not
- 10–20 minFive documentation/evidence buckets
- 20–28 min30-day implementation plan
- 28–30 minStarter kit walkthrough
- 30–45 minQ&A
Bonus
Free bonus: Tax Firm WISP Starter Kit
- WISP Readiness Scorecard
- WISP Evidence Checklist
- Starter Policy Review Checklist
- AI Prompt Pack for WISP Drafting
- 30-Day WISP Implementation Plan
Presenter
Cybersecurity-led guidance
Isaac / TrustLayer — cybersecurity specialist helping firms organize WISP documentation, evidence, gaps, and security workflows.
The workshop focuses on practical documentation and readiness support—what to organize, what evidence to collect, and how to maintain the program in a structured workspace.
Register
Reserve your seat
Complete the registration form below. After you submit, HubSpot will redirect you to the thank-you page with next steps.
Take the next step
This workshop provides cybersecurity documentation and readiness guidance. It is not legal advice and does not guarantee compliance.