Assess & Comply Package

The WISP Readiness Assessment is a comprehensive survey designed to evaluate your firm's current compliance with WISP requirements. After completing the survey, you'll receive a detailed Gap Analysis report via email, highlighting areas needing attention. Once you've addressed any gaps, you can update the survey to reflect your progress.  When your firm is fully compliant,  the assessment will allow you to generate your Complete WISP Documentation Package,  including the WISP template and five additional IRS-recommended documents.

Heads up: Fullscreen mode may hide some content. Please exit before you start.