IRS WISP Requirements for CPA Firms in 2025: Essential Checklist to Avoid Fines and Cyber Threats

Imagine a hacker lounging in your digital lobby while you sip your morning coffee.

By 2025, the IRS mandates a Written Information Security Plan (WISP) for every CPA firm handling client data. It’s more than paperwork—it’s your digital lock and alarm system. With multifactor authentication now required across all access points and annual risk assessments non-negotiable, skipping compliance can cost you six figures in fines and a shattered reputation.

Your 2025 WISP Checklist

  • Appoint a security coordinator to own your WISP.
  • Map data flows and pinpoint risk hotspots.
  • Enforce MFA on all emails, portals and remote desktops.
  • Draft an incident-response plan with FTC/IRS breach notifications.

Treat your WISP like a living document—update it after staff changes or new software rollouts. A few weekly minutes can save countless headaches (and dollars) down the road.

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