Is your tax office's security plan really ready? Take the free 5-question gap check.

Answer 5 quick questions. Within 1 business day, we'll send you a short note on where your Written Information Security Plan (WISP) stands and what's missing.

Free for the first 20 tax offices each month.

Start my gap check

Why it matters

Federal law requires paid tax preparers to keep a written information security plan. Your PTIN renewal asks you to acknowledge that requirement. Many offices have a downloaded template that was never tailored to their office, or no plan at all.

What you get

A short written result by email. It marks each area as covered, partly covered or missing, and gives the next step for each one.

Start my gap check

All fields are required.

1. Do you have a written information security plan (WISP) on file? *
2. Was it written or updated for your office in the last 12 months? *
3. Does it name the person responsible for security in your office? *
4. Does it cover how client data is stored, backed up and protected, including multi-factor authentication (MFA)? *
5. Does it say what you'll do if client data is lost or stolen? *

Limited to 20 per month. No obligation, no spam.

Thanks! Your gap check results will arrive within 1 business day.

Who's behind this

GNA Global Services is run by Vito Russo, who has 20+ years of IT experience.

Next step

No plan, or gaps to fill? We'll write your WISP for your office in 3 business days for $249.

See the Done-For-You WISP

FAQ

Do I need to send any client data?

No. We only need your answers to the 5 questions.

Is this a legal or compliance certification?

No. It's an informal gap check to help you prepare.

This gap check is general guidance. It is not legal advice or a certification of compliance.