WISP Readiness Scorecard
Score your current documentation, evidence, and operational safeguards so you know what to fix first.
Free resource · Tax & accounting firms
Get the free Tax Firm WISP Starter Kit
Fill out the form below and we'll send you the download link. A practical starter bundle to help tax and accounting firms understand what to document, what evidence to collect, and what to fix first.
Contents
What is inside
WISP Evidence Checklist
A practical list of artifacts and records small firms should be able to locate during a review.
Starter Policy Review Checklist
Key sections and responsibilities to verify in your written security plan—not just whether a file exists.
AI Prompt Pack for WISP Drafting
Drafting aids to accelerate first-pass language. Final documentation should be reviewed by a qualified professional.
30-Day WISP Implementation Plan
A week-by-week path to organize documentation, evidence, gaps, and review routines.
Context
Why this matters
A WISP document alone is not enough if it does not connect to real safeguards, evidence, responsibilities, vendors, and review routines.
The starter kit helps you assess where you are today and build a practical path forward—before you invest in a full implementation sprint or ongoing support.
How to use it
A simple workflow
- 01Score your current state with the readiness scorecard
- 02Collect existing evidence using the checklist
- 03Identify gaps against common WISP expectations
- 04Prioritize fixes with the 30-day implementation plan
- 05Book a readiness review if you want hands-on help
Get the kit
Request your starter kit
Submit the form below to get the free Tax Firm WISP Starter Kit. After you submit, HubSpot will redirect you to the thank-you page with download instructions.
Workspace
Want this organized in a workspace?
TrustLayer helps organize WISP documents, evidence, gaps, tasks, and review history in one place.
Book a WISP Readiness Review
AI prompts and templates are drafting aids. Final security documentation should be reviewed by a qualified professional. This is not legal advice.