No real WISP
Every firm holding a PTIN is required to have a Written Information Security Plan under IRS Publication 4557. Most have none, or a copy pasted one that would not survive a real review.
Your firm handles sensitive taxpayer and financial information every day. Your technology needs to support your security responsibilities while staying reliable.
Just a straight conversation about where your firm stands today on compliance, security, and uptime, and what would be worth doing about it, if anything.
Just a straight conversation about where your firm stands today on compliance, security, and uptime, and what would be worth doing about it, if anything.