Complying with IRS Pub 4557 and FTC Safeguards Rule

Fast-track compliance by creating your Written Information Security Plan (WISP).

To avoid stiff FTC penalties firms must comply, starting June 9, 2023.

Get everything you need to create your WISP quickly!

Learn from recognized Experts.

Dawn Brolin, CPA, CFE

2022 Top Presenter and Top 100 Acct, Dawn is an expert in tax, fraud and accounting.

Randy Johnston, CPA

Respected for over 40 years, Randy is one of the Top 25 Most Influential Accountants.

Steve Perkins, CIO HoganTaylor LLP

With decades of IT and Security experience, Steve leads IT for a Top 100 firm.

Andrew Lassise, CEO Tech4Accountants

A Top 100 Managed Service Provider, Andrew helps firms easily manage security and IT.

The Most Complete

Fast-track your Written Information Security Plan (WISP):

  • 120-minute self-paced Master Class, delivered in bite-sized lessons
  • Recommended technology solutions based on firm size
  • Three editable WISP templates to choose from
  • Access a complete WISP Toolkit, featuring over 20 editable policies, procedures and training guides
  • Step-by-step Compliance Checklist with all policies included
  • Staff training guide and editable presentation deck

Guides for All Firm Sizes

Secure Client Communication Resources

Network & Data Protection Solutions

Everything you need to comply.

Firms of ALL SIZES loved the experience!

We've helped countless firms to get into compliance quickly. Check out their stories.

I can't believe how much time I saved by taking this class

This course gives you literally everything a busy firm leader needs, to comply with IRS Publication 4557 and create and roll out the required WISP. I couldn't believe how many downloadable resources that were included - there's even a handy Technology Solutions Guide that shows you the best security solutions for your size of office. I can't recommend this course highly enough.

by Caleb Jenkins, EA

Unbelievable Value - Best 2 Hours I've EVER spent

I loved this course! I run a small tax practice and I don't have the time to research all the options for firewalls etc, and write all the policies for my firm. I got EVERYTHING I needed as downloads, and the instructors made the course FUN. Take this course and then go do your WISP!

by Debra Kilsheimer, Advanced QuickBooks ProAdvisor

Excellent course!

There are a tremendous number of resources given as part of the course. The training was excellent (at times very funny, which I appreciated) but it was the complete set of valuable policies and procedures and the Solutions Resource Guide that made the course very different from others. I highly recommend it!

by Maxine Morgan, CPA, JD

Course Was Excellent

This course was excellent. I liked that there were different presenters to keep my attention. Each segment was concise and to the point, I especially liked Dawn Brolin who was energetic and lively. The fact that this course provided all the tools for complying with IRS Pub 4557 and the Safeguards rule is why it stands above other courses along with the step by step instructions for completing your WISP.

David Bergstein, CPA, CITP, CGMA

Easiest way to get into compliance!

I don’t think there will be another class that will make complying with this as easy. I’ve taken it and highly recommend it.

Joshua Standley, EA, ABA