TOPIC HUB
Compliance, WISP & cyber insurance.
Plain-English compliance for tax preparers, medical practices, and financial firms. Powered by Wolf Tech and our companion platform, WISPWolf.
From the Blog
COMPLIANCE
Tax Preparers: No WISP Means No PTIN — What Miami Accountants and Tax Professionals Need to Know
COMPLIANCE
HIPAA IT Compliance Checklist for Miami Medical Offices 2026
COMPLIANCE
What is a WISP? Written Information Security Program Guide for South Florida Businesses
COMPLIANCE
IRS Publication 5708 Explained: WISP Requirements for Tax Preparers
COMPLIANCE
Cyber Insurance Questionnaire: What MFA & EDR Requirements Really Mean
Downloads & Resources
Frequently Asked Questions
Who is required to maintain a WISP?+
PTIN holders (IRS Pub 5708), non-banking financial institutions under the FTC Safeguards Rule, and many state-level data protection laws. HIPAA-covered entities have parallel requirements.
What's the difference between IRS Pub 5708 and the FTC Safeguards Rule?+
Pub 5708 is IRS guidance for tax professionals. The Safeguards Rule is an enforceable FTC regulation covering a broader set of financial institutions. Most tax preparers must comply with both.
Can WISPWolf build my WISP?+
Yes. WISPWolf is our companion compliance platform. The Wolf Tech team can also build and maintain your WISP as a managed service.
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