As a tax preparer or bookkeeper, your clients trust you with some of their most sensitive information. Social Security numbers, financial records, tax returns, payroll data, bank information, and business documents may all pass through your hands.

Protecting that information is no longer optional. Tax and bookkeeping professionals are expected to have safeguards in place to protect client data, reduce security risks, and respond properly if something goes wrong.

One of the most important parts of that responsibility is understanding your Written Information Security Program, often called a WISP.

This training was created to help you understand what a WISP is, why cybersecurity matters, and what practical steps you can take to begin building a more secure tax or bookkeeping practice.

This Training Is Designed for Beginners

You do not need a background in cybersecurity. You do not need to be an IT professional. This session is designed for tax and bookkeeping professionals who need a clear, practical understanding of how to protect client information.

• New tax preparers
• Bookkeepers starting or growing a business
• Accounting professionals
• Firm owners
• Anyone responsible for protecting client financial information

What You Will Learn

• Why cybersecurity matters for tax and bookkeeping businesses
• What a Written Information Security Program, or WISP, really is
• Why the FTC Safeguards Rule and IRS Publication 4557 matter
• The core parts of a strong security program
• How to identify common risks in your practice
• Basic safeguards every firm should consider
• How phishing, ransomware, and account takeovers can affect your business
• Why employee training and vendor management are important
• Practical first steps you can take, even as a solo practitioner

Why This Matters

Cybercriminals are not only targeting large companies. Small tax and bookkeeping firms are also at risk because they often have valuable financial and taxpayer information without the same level of security as larger organizations.

A single phishing email, stolen password, lost laptop, or compromised software account can create serious problems for your clients and your business.

Understanding cybersecurity and WISP requirements helps you protect your clients, protect your reputation, and build a stronger professional practice.

About the Presenter

This training is presented by Luke Kiely, Chief Security Officer at ComplyWise. Luke brings more than 25 years of experience in law enforcement and cybersecurity, including work involving cybercrime, ransomware, and security program development.

His focus is helping organizations move beyond paperwork and build practical security programs that actually protect the business.

What You Will Walk Away With

By the end of this training, you will have a clearer understanding of:

• What a WISP is and why your firm needs one
• What regulators and clients expect from tax and bookkeeping professionals
• How to think about risk in your own practice
• What basic security controls should be in place
• How to begin building a safer and more secure business

Your Clients Trust You With Sensitive Information

Building a successful tax or bookkeeping practice is not only about serving clients well. It is also about protecting the information they trust you to manage.

Join us for this practical training and learn what every tax and bookkeeping professional needs to know about WISP and cybersecurity.

Build your practice with confidence. Protect your clients. Strengthen your business.