With information like your clients’ names, social security numbers, financial data, and addresses, thieves can steal their identities, file fraudulent tax returns, apply for loans, and more. This is just one reason why paid accounting and tax practices are required by IRS regulation 5293 and by law to create and implement a Written Information Security Plan (WISP) that details how they’ll protect client data.

Use this checklist to confirm your WISP includes the recommended details such as:

Staying on top of cybersecurity doesn’t have to be overwhelming. With a compliant WISP and the right technology in place, you can rest assured that your most valuable information is safeguarded by the strongest security measures.