A WISP (Written Information Security Program) is a mandatory document required by entities such as the IRS and the FTC. It defines the policies, procedures, and controls your business implements to protect your clients’ personal and financial information.
If you handle sensitive data—such as Social Security numbers, medical information, or financial records—having an up-to-date WISP is not only a legal requirement but also a demonstration of professionalism and trust for your clients and auditors.
How do I know that the WISP generated by Conexpro complies with IRS and FTC regulations?
Each document is created using the official guidelines from IRS Publication 5708, the FTC Safeguards Rule, and information security best practices (GLBA and NIST).
In addition, our advanced plans include specialized support—not only for documentation, but also for the technological implementation required to maintain effective and sustainable compliance.
With Conexpro, your business has a comprehensive guide that integrates regulatory requirements with practical technology solutions to protect your clients’ data and strengthen your security framework.
Your WISP will be delivered in two languages: Spanish and English.
The Spanish version helps with internal understanding and the practical application of policies within your company, while the English version is designed for auditors, advisors, or regulatory entities that do not speak Spanish.
This ensures you always have a professional and accessible document for everyone involved in managing and overseeing information security.
Once you complete your purchase, you will receive a confirmation email with your transaction details.
Afterward, our team will contact you to schedule a brief meeting where we will review the scope of your plan and guide you step-by-step through completing the personalized form.
During that session, we will verify that all information is accurate before generating your professional PDF WISP, ensuring a smooth process fully tailored to your business.