Written Information Security Plan (WISP) 2025 Template for Sole Practitioners and PTIN Holders

Simplify 2025 IRS Compliance with a Tailored WISP Template

As a sole practitioner and 2025 PTIN holder, managing taxpayer information securely while ensuring IRS compliance can be daunting. Our Written Information Security Plan (WISP) template is designed specifically for professionals like you, providing a comprehensive framework to streamline compliance. With this step-by-step guide, you'll have everything needed to secure sensitive data, respond effectively to incidents, and meet IRS regulatory requirements with confidence.

This user-friendly WISP template is ideal for sole proprietors who juggle multiple roles, such as Data Security Coordinator (DSC) and Public Information Officer (PIO). By using our ready-to-implement template, you can focus on delivering exceptional client service while effortlessly managing your data security responsibilities.

Why Do PTIN Holders Need a WISP?

As a PTIN holder, safeguarding taxpayer information is both a legal obligation and a vital component of your practice. A robust WISP ensures that you:

• Meet IRS compliance requirements, including those outlined in Publication 5708.
• Protect taxpayer data from breaches and unauthorized access.
• Establish clear incident response protocols to handle emergencies.
• Maintain client trust by demonstrating a commitment to data security.

Key Roles Addressed in the WISP Template

1. PTIN Holder
   • Ensure compliance with IRS standards for protecting sensitive client data.
   • Implement secure data storage protocols, both physical and digital.
   • Regularly review and update security measures to mitigate emerging threats.
2. Data Security Coordinator (DSC)
   • Oversee the execution of the WISP and ensure its ongoing effectiveness.
   • Manage access to taxpayer information and conduct regular security audits.
   • Identify and address potential vulnerabilities in your practice.
3. Public Information Officer (PIO)
   • Handle communications with clients and authorities during data breaches.
   • Ensure transparency and timely notification to mitigate risks.
   • Educate stakeholders on evolving data security practices.

What’s Inside the WISP Template?

Our template provides comprehensive guidance to help you meet IRS standards. Key sections include:

• Introduction and Overview: Explains the purpose of the WISP and its relevance for sole practitioners.
• Roles and Responsibilities: Defines responsibilities for PTIN Holders, DSCs, and PIOs.
• Security Measures: Details policies for physical and electronic safeguards.
• Incident Response Plan: Outlines procedures for addressing and mitigating security breaches.
• Annual Review: Includes guidelines for keeping your WISP up-to-date.
• Acknowledgment Forms: Provides documentation for your commitment to compliance.

Benefits of the 2025 WISP Template

• Tailored for Sole Practitioners: Specifically designed to meet the unique needs of solo tax professionals.
• Simplified Compliance: Breaks down IRS requirements into manageable steps.
• Time-Saving: Offers a ready-to-use framework to streamline your workflow.
• Comprehensive Protection: Covers all aspects of taxpayer data security and incident preparedness.

Secure Your Practice Today

Protecting taxpayer information is not just about avoiding penalties—it’s about earning the trust of your clients. By adopting our WISP template, you’re taking a proactive step toward safeguarding your practice and meeting IRS compliance standards.

Don’t wait. Download the 2025 Written Information Security Plan template today for just $29 and ensure your practice is secure, compliant, and prepared for the future. Whether managing physical files or securing digital records, our WISP guide provides the clarity and structure you need to thrive as a sole practitioner.