Is Your Client Data at Risk? 3 Essential Steps to Building a Bulletproof WISP

Ever wonder if your client’s sensitive data is waltzing across the dark web? Spoiler: without a solid Written Information Security Plan (WISP), it just might.

Step 1: Map & Lock

List where data lives—emails, desktops, cloud drives—and slap on multifactor authentication plus encryption. Think of MFA as your digital bouncer and encryption as the vault door.

Step 2: Train & Test

Phishing schemes evolve faster than tax codes. Conduct quarterly mock‐phishes and teach your team to spot dodgy URLs and “urgent” attachment requests.

Step 3: Plan for Oops

Draft an incident response playbook now so you won’t be Googling “report breach IRS” at 2 a.m. Remember: incidents affecting 500+ people get 30 days for FTC/IRS notification.

A living, breathing WISP isn’t just compliance—it’s your secret weapon for client trust and peace of mind.

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