IRS WISP Readiness

Free IRS WISP Compliance Readiness Assessment

Use this IRS WISP compliance readiness to identify gaps across taxpayer-data inventory, access, encryption, and retention, and vendor and software oversight. Treat the result as initial guidance and validate material findings through a professional review.

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CISO-led guidance from Ali Hassani, backed by 25+ years of IT, cybersecurity, compliance, and infrastructure 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.

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Step 2

Select assessment categories

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

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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.

This free self-assessment is provided for informational purposes only. It is not legal advice, tax advice, or a final compliance determination. IRS WISP and FTC Safeguards Rule readiness should be reviewed based on your organization’s specific systems, users, vendors, data handling, and business processes.

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