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Get started on a robust security plan with a WISP for your business

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Written information Security Plan (WISP)

Get started on a robust security plan with a WISP for your business

Awareness Training & Testing

Educate and train your most important last line of defense — your people.

Virtual CISO

Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource

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WISP or Risk It All: How to Survive

Accounting pros, listen up! Year-end is prime time for cyberattacks—phishing, ransomware, and spoofed W-2s make busy season a target. If you think smaller firms or bookkeeping practices fly under the radar, think again. Client PII, EINs, banking details, and portals put every firm in scope.

With IRS expectations rising and Publication 4557 front and center, a Written Information Security Plan (WISP) is no longer optional. It’s the foundation for safeguarding data, meeting cyber-insurance requirements, and preserving client trust.

Join Visory experts Sam Schuemacher and Nick Hollander for a clear, practical walkthrough of WISP: what it is, why the IRS requires it, and how to implement it one step at a time. We’ll cover the IRS “Security Six,” people-first training, and how AI-powered threat hunting strengthens detection beyond traditional antivirus—so your firm enters January prepared.

Bonus: Get our free WISP template and hear about limited year-end offers to help you update your plan before tax season.

Don’t wait until it’s too late—register now for our upcoming WISP or Risk It All: How to Survive Webinar!

Looking for more sessions? See all upcoming webinars and Visory events here.

Learning Objectives

  • Understand what a WISP is and why the IRS requires it for accounting and bookkeeping firms.

  • Translate IRS Publication 4557’s Security Six (antivirus, firewall, MFA, backups, encryption, VPN) into firm-ready safeguards.

  • Spot the top year-end attack patterns (phishing, ransomware, spoofed payroll/tax forms) and reduce risk with small, consistent actions.

  • Build a “Think Before You Click” culture with focused, repeatable staff training and accountability.

  • See how AI and threat hunting detect anomalies earlier and shrink response time.

  • Leave with a 2026 action plan: update your WISP, use the free template, and know when to call Visory for support.

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