Download your free Data Security Plan / Written Information Security Plan (WISP) Template in order to renew your PTIN.

On this year’s PTIN renewal: “You certify that as a tax preparer you are aware that you need a written data security plan.” Is one of the questions you must answer. Get ahead of the renewal so you have it ready.

Download the free template, fill it out, and you’ll be able to renew and not face $100k fines, loss of license, or 5 years imprisonment!