At Valley Techlogic, we know that CPA firms and other professional service providers handle some of the most sensitive client data, tax records, payroll, and financial information. A strong Written Information Security Plan (WISP) isn’t just a compliance requirement, it provides a foundational baseline for protecting your business and your reputation.

Here is how we can help:

Risk Assessment & Gap Analysis
• Conduct a baseline risk assessment to identify vulnerabilities in your current IT and data practices.
• Map findings against regulatory requirements (FTC Safeguards Rule, IRS Pub. 4557, California privacy laws).
• Provide a clear roadmap for addressing gaps before they turn into liabilities.
  
  Policy Development & Documentation

• Draft or update your WISP to reflect your current business operations, technology, and vendors.
• Ensure administrative, technical, and physical safeguards are clearly documented.
  
  Employee Training & Awareness

• Deliver ongoing cybersecurity training to meet compliance and reduce human error.
• Simulate phishing attacks to help staff spot real threats.
• Provide clear policies for remote work, password management, and data handling.
  
  Ongoing Compliance Support

• Conduct annual WISP reviews and risk reassessments.
• Assist with vendor security reviews.
• Maintain documentation needed for regulators, insurance providers, or client audits.

At Valley Techlogic we help our CPA firm clients build, maintain, and demonstrate a strong WISP giving them peace of mind, regulatory compliance, and client confidence. You can learn more today with a consultation or if you would like to read the IRS guidance on this topic it can be found here.