Plain-English guides to security plans.
What the rules actually say, what a plan must contain, and the fastest way to get one that fits your business.
IRS Publication 5708 explained in plain English
A plain-English summary of IRS Publication 5708, the IRS guide to creating a Written Information Security Plan for tax and accounting practices, with what each section asks of you.
Read the guide → Tax and accountingPTIN renewal and your WISP: what the security plan question means
The PTIN renewal form asks if you know preparers must keep a written information security plan. What that question means, what happens if you don't have one, and how to fix it before December 31.
Read the guide → Small business and startupsDoes my small business need a written information security plan?
When a small business or startup needs a written information security plan: state laws, cyber insurance, and customer security questionnaires. What to include and how to write one fast.
Read the guide → Tax and accountingWISP for tax preparers: what the IRS and FTC require
Do tax preparers need a Written Information Security Plan? Yes. What the FTC Safeguards Rule and IRS Publication 5708 require, what to include, and how to finish yours today.
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