Why Choose the ONLINEWISP Video Courses?

  • Expert Guidance

    Learn from an industry expert with years of experience in data security and compliance. Dr. Jeremy McCormick has made it easy.

  • Easy to Follow

    Our short videos break down complex topics into easy-to-complete segments, making compliance with the WISP simple and effective.

  • Flexible Learning

    Access the course at your convenience, from anywhere, at any time. Learn at your own pace and revisit modules as needed.

  • One of a Kind

    You will not find another video course that guides you through the implementation process anywhere on the internet. We provide step by step video instruction and a written guide to help you complete all requirements for your WISP.

  • Use our courses to achieve and maintain WISP Compliance.

  • No Recurring Costs

    You receive access to the courses for 365 days and you get to keep the written guides. No hidden fees. Every other cyber firm selling the WISP charges for maintenance throughout the year. We teach you how to Do It Yourself.

Why Do You Need a WISP?

  • Legal Compliance

    IRS Regulations: The IRS requires tax preparers to have a WISP under federal law, particularly under the Gramm-Leach-Bliley Act (GLBA). Non-compliance can lead to significant penalties, including fines and loss of the right to prepare tax returns.

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    State Laws: Some states have their own data protection laws that require businesses, including tax preparers, to implement a WISP. Failing to comply can result in legal actions and state-imposed penalties.

  • Protecting Client Data

    Preventing Identity Theft: Tax preparers handle sensitive personal and financial information. A WISP helps ensure that this data is protected from unauthorized access.

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    Maintaining Client Trust: Clients trust PTIN holders with their most sensitive information. Demonstrating that you have a robust WISP in place can enhance client confidence, potentially attracting more business.

  • Risk Management

    Minimizing Cybersecurity Risks: A WISP outlines procedures to prevent, detect, and respond to data breaches. By following these guidelines, tax preparers can mitigate the risk of cybersecurity incidents that could be costly and damaging to their reputation.

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    Liability Reduction: In the event of a data breach, having a WISP in place can demonstrate due diligence and potentially limit the preparer’s liability for damages.

  • Professional Reputation

    Maintaining Professionalism: Compliance with a WISP is a mark of professionalism in the tax preparation industry. It shows that the PTIN holder takes their responsibility to protect client information seriously.

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    Regulatory Good Standing: Staying compliant helps maintain good standing with regulatory bodies, ensuring that the tax preparer’s license and PTIN are not at risk of revocation.

WISP Courses

What Do You Get With the WISP Implementation Video Course?

  • Implementation

    The Implementation Video Course is extremely easy to follow. The entire course is less than an hour long. The course is presented in 18 sections so that you can approach the completion at your convenience. You can complete the WISP in your own time. You will not find another course like this available.

  • WISP Template

    You receive the WISP in PDF format that contains all policy required by the IRS. In addition, this WISP includes a system for tracking your compliance throughout the year. You will not find another WISP available with built in tracking that will enable you to maintain your own WISP in only 14 hours per year plus As-Needed Maintenance.

  • Written Instructions

    The Implementation Course includes a written guide that you can use with the video course to stay on track as you go through the steps of WISP Implementation. This downloadable PDF guide contains step by step instructions for implementing the WISP. I do not know of another guide like this available anywhere.

WISP Maintenance Course

The ZCy PTIN WISP Maintenance Video Course includes everything that you need to know and to do to maintain WISP requirements throughout the year. The course includes step by step instructions, demonstrations, and examples. You will also receive a PTIN WISP Maintenance Guide in PDF that is yours to keep. The course will help you to learn to DO IT YOURSELF. If you hire professionals, the WISP may cost up to $7,200 per year to maintain to IRS standards. The maintenance course is approximately an hour long and guides you to maintain the WISP in only 14 hours per year plus as needed maintenance (this time estimated for up to three computer systems.) You will not find another course like this available anywhere.

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