Cybersecurity for Accountants and Tax Professionals: Preparing Your Required WISP

Did you know the IRS considers tax and accounting pros to be financial institutions under federal law? That means—even if you’re a solo practitioner—you’re required to have a Written Information Security Plan (WISP) to protect client data. A WISP doesn’t have to be scary: it’s simply about naming someone in charge (maybe that’s you!), checking your risks, setting policies like multi-factor authentication, and having a game plan if something goes wrong. Think of it as your firm’s cybersecurity playbook—right-sized, practical, and designed to keep client trust (and keep you compliant). In this webinar, we’ll walk through the WISP requirements step by step and share tools you can use right away. You’ll leave with clear guidance, practical examples, and the confidence to start building a WISP that actually works for your business.

Speaker(s): CyberWyoming Executive Director Laura Baker, Wyoming SBDC Cybersecurity for Small Business Program Manager Paul Johnson, and Manager of Client Accounting Services for High Point CPA Shantel Anderson

Co-Sponsor(s):

Fee: No Cost