Protect Your Clients. Protect Your Reputation. Protect the Business You're Building.

As a tax preparer or bookkeeper, your clients trust you with some of their most sensitive information.

Every day, you may handle:

• Social Security numbers

• Tax returns

• Payroll records

• Financial statements

• Bank account information

• Business documents

• Personally identifiable information (PII)

With that trust comes responsibility.

Today's tax and bookkeeping professionals are expected to take reasonable steps to protect client information from cyber threats, data breaches, and identity theft.

Whether you're opening your first practice or have served clients for years, understanding cybersecurity is no longer optional—it's an essential part of running a professional firm.

Why This Training Matters

Cybercriminals aren't just targeting large corporations anymore.

In fact, small accounting and tax firms have become one of the fastest-growing targets because they possess valuable financial information while often lacking dedicated security resources.

One phishing email.

One stolen password.

One compromised laptop.

That's all it takes to expose confidential client information.

A strong security program can dramatically reduce your risk and help you meet your professional responsibilities.

What Is a WISP?

If you've heard the term WISP but aren't exactly sure what it means, you're not alone.

A Written Information Security Program (WISP) is your firm's documented plan for protecting confidential client information.

More importantly...

A WISP isn't simply a document.

It's the collection of policies, procedures, technology, training, and ongoing practices that work together to safeguard your business.

This webinar will help you understand what a WISP is, why it's required, and how it fits into your day-to-day operations.

What You'll Learn

During this live webinar you'll discover:

✔ Why tax and bookkeeping firms have become prime targets for cybercrime

✔ What the FTC Safeguards Rule requires

✔ How IRS Publication 4557 affects your business

✔ What a WISP really is—and what it isn't

✔ The nine core components of an effective security program

✔ Practical safeguards every firm should implement

✔ How to recognize common cyber threats before they become expensive problems

✔ Why vendor management and employee training matter

✔ Simple steps you can begin implementing immediately

Who Should Watch This?

This webinar was created specifically for:

• Tax Preparers

• Professional Bookkeepers

• Accounting Professionals

• Enrolled Agents

• Firm Owners

• New Practice Owners

• Existing Firms Looking to Improve Security

No technical background is required.

Everything is presented in practical, easy-to-understand language designed specifically for accounting professionals.

• Learn directly from an experienced cybersecurity professional

• Better understand your responsibilities under current regulations

• Gain practical guidance you can apply immediately

• Build confidence in protecting your clients and your business

Meet Your Presenter

Luke Kiely

Chief Security Officer – ComplyWise

Luke brings more than 25 years of experience in law enforcement and cybersecurity.

His career has included investigations involving cybercrime, ransomware, digital forensics, and helping organizations build practical security programs that meet today's regulatory expectations.

Rather than focusing on complicated technical jargon, Luke helps business owners understand how cybersecurity fits into their daily operations and how practical security measures can significantly reduce risk.

Protect More Than Data

Your clients place tremendous trust in you.

Protecting their information isn't just about compliance.

It's about professionalism.

It's about protecting your reputation.

It's about building a business that clients can trust.

Join us for this practical, beginner-friendly webinar and discover what every tax and bookkeeping professional should know about cybersecurity and WISP.

Enroll Today

Build a More Secure Practice.

Protect Your Clients.

Strengthen Your Business.