Free Browser-Based Self-Assessment

Free IRS WISP Compliance Readiness Assessment

A free self-assessment tool for tax preparers, CPAs, accounting firms, bookkeeping firms, and payroll providers to evaluate Written Information Security Plan readiness and taxpayer data protection gaps.

This assessment was created by OC Security Audit under the guidance of Ali Hassani, CISO, with 25+ years of cybersecurity, compliance, Microsoft 365 security, network security, backup, and IT risk assessment experience.

Step 1

Assessment context

This is a free informational self-assessment. It helps identify readiness for WISP-related cybersecurity controls. It is not a final audit or legal advice.

No login • Browser-side only





Step 2

Select assessment categories

Choose the areas you want to evaluate. You can assess all eight areas together or focus on a subset.

0 selected




Need help with IRS WISP compliance?

OC Security Audit helps tax preparers, CPA firms, accounting firms, bookkeeping firms, and payroll providers protect taxpayer data and prepare practical Written Information Security Plans.