Mini Instructor Course: Tax Preparer Security + Bonus WISP

As a tax professional, you don’t just handle numbers — you handle some of the most sensitive personal and financial data that exists. The IRS and FTC require every tax preparer to have a Written Information Security Plan (WISP) in place, but most pros are left on their own to figure it out.

That’s where this course comes in.

📘 What's Included:

In this Mini Instructor Course, you’ll get clear, step-by-step training on:

• 💻 How to protect client data in both physical and digital environments

• 📝 Recordkeeping best practices to stay compliant

• 🚫 Common mistakes that lead to IRS penalties or filing revocation

• ✅ How to confidently create and implement your own WISP

🎁 Bonus Included: Done-for-You WISP Template

No need to start from scratch. This bonus Written Information Security Plan (WISP) template gives you a ready-to-customize compliance document so you can meet federal requirements quickly and easily.