Our WISP guarantee is that if any IRS or GLBA requirements change within one year of your purchase, we will provide an updated WISP Template AND provide new instructions with an additional guarantee of a year of subscription with no charge to you.

Yes, the courses cover all areas described in IRS Publication 5708, Publication 4557, and the GLBA Safeguards Rule. Please feel free to give me a call if you have any questions.

In the BUNDLE, you will receive the ZCy PTIN WISP Implementation Video Course, the ZCy PTIN WISP Maintenance Video Course, and the ZCy PTIN WISP PII Annual Training Course. This subscription is for 365 days from the date of purchase. This bundle is the best deal on the site.

You receive the WISP Template in PDF format that contains the primary policy including Objective, Purpose, Scope, Identify Responsible Individuals, Inside the Firm Mitigation, Outside the Firm Mitigation, and many Attachments to help you maintain compliance. You will receive step by step video instruction that guides you in implementation of the WISP to IRS Requirements. You will also receive a downloadable Implementation Guide that is yours to keep, even after the 365 day subscription to the video course.

In this course, you will learn everything that you need to know and do to maintain your WISP to IRS requirements throughout the year. This includes As-Needed Maintenance, Annual Maintenance, 90 Day Maintenance, 30 Day Maintenance, and Weekly Maintenance. The course will walk you through each step and help you to complete your maintenance in a minimum amount of time. You will receive a 365 day subscription to this course, so you will have it to support your maintenance for the entire year. The PDF guide contains all of the instructions and this guide is your to keep forever.

You will gain access to the course and all materials immediately after purchase. Please check your email for login instructions to begin your course.

Yes, once you have completed the WISP implementation, make a copy of the WISP to store off site. You may scan the implemented WISP and store in a cloud location or make a physical copy and keep it at an alternate site.

You will need to create a new WISP from the template for each location. With this subscription, you may use the course to create a WISP for each location that you own. Transfer of the course to other owners is against the subscription rules. However, if you own ten locations, then you are welcome to use the course to create a WISP for each of the ten locations.

There are no additional or hidden fees. You will receive a 365 day subscription to the Courses with the original fee. The WISP Template and the PDF Written Guides are yours to keep forever.

Unfortunately, No. I have made the WISP as easy as I can to implement and maintain. You will receive written instructions and videos to help you implement the WISP. You will have to complete several steps to implement including inventory of any hardware that you use to store PII, checking that you have a firewall, making sure that your operating systems and anti-virus are up to date. Don't worry, the included videos will walk you through it. You will also need to complete maintenance regularly throughout the year. Our maintenance course will help you to learn how to do it all yourself.

Yes, the PII Annual Training Instruction Video is completely optional. You may choose any form of training that you would like. However, the WISP does require annual training. We hope that you will return each year to take advantage of our Annual Training Instruction. You receive a certificate upon completion of the course.

Absolutely. This course is only for those who want to do it all themselves. The WISP will require regular maintenance. The course walks you through how to maintain your security to stay in compliance throughout the year. If you hire a consultant to complete maintenance, it could cost up to $7,200 per year. This course can save you a bundle.