Tax Season Cybersecurity: 3 Essential Steps to Build Your Firm’s WISP Fortress

Tax season isn’t just your busiest time—it’s a hacker’s favorite holiday. While you balance ledgers, cybercriminals hunt unguarded client data like raccoons at a marathon.

Think of a Written Information Security Plan (WISP) as your digital home-security system. Mandated by the IRS and FTC, it protects sensitive Social Security numbers and bank details—61% of breaches target small firms.

3 Steps to Your Cyber Fortress

1. Appoint Your Defenders. Name a Data Security Coordinator and Public Information Officer to train staff, patch vulnerabilities, and handle breach communications.

2. Map & Lock Down. Inventory every device, enforce multi-factor authentication, encrypt emails, and revoke access for departed employees.

3. Drill & Refine. Simulate phishing attacks, update passwords regularly, and leverage the IRS’s free 28-page WISP template.

Lock down your WISP and turn tax season into peace of mind—not a panic attack.

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