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WildSentry

Solutions / Tax preparers & CPA firms

Every return season, a plan that holds up.

Your practice needs a written information security plan under the FTC Safeguards Rule. We write yours, put the controls behind it in place, and review it every year before e-file opens.

Book a 20-minute WISP call →See how it works →
9elements
The Safeguards Rule expects in every plan. We cover all of them.
20min
Is all we need from you to start writing.
30min
Staff briefing, seasonal preparers included.
$600/yr
Solo practice up to 10 preparers. Yearly review included.

Your off-season

Done before the phones start ringing

Most of the work happens in November and December, when you have time to answer questions.

Your off-season plan

Ready before e-file opens

  1. Late Oct · now

    20-minute call

    How your office handles client data: software, email, files, staff.

  2. November

    Your WISP, written

    In your words, following IRS Publication 5708. You sign it and keep it.

  3. December

    Controls in place

    MFA on tax software and email, encrypted laptops, backups that restore.

  4. January

    Season-ready

    A 30-minute staff briefing, then we watch quietly while you work.

Questions from tax pros

What preparers ask us first

I downloaded a WISP template. Isn’t that enough?

A template is a starting point. The plan has to describe what you actually do, and the controls it lists have to be real. If you’re ever breached, that gap is the first thing anyone looks at.

I’m a solo preparer. Does this apply to me?

Yes. The FTC Safeguards Rule covers paid preparers of every size, and the IRS reminds every preparer of it at PTIN renewal. A solo plan is shorter, but it still has to exist and match how you work.

Will you need access to client returns?

No. We look at how your office is set up: logins, computers, email and backups. We never need to open a client file or a return.

Does this work with my tax software?

Yes. We don’t replace it. We turn on the security settings it already has, like two-step login, and keep the computers that run it patched.

What happens if we have a breach mid-season?

Call us first. We help you contain it, and your plan already lists who else to tell, including your IRS Stakeholder Liaison, your state and your insurer.

Other businesses we look after