Free tool
The 2-minute WISP Self-Check
Ten yes-or-no questions about how your office handles client information. You get a score and a clear picture of where you stand.
How it works
- Ten questionsEach one is yes, no or not sure. No technical knowledge needed.
- Your score, right awayEvery “no” or “not sure” is something a written plan should address.
- No obligationIt's free, and nobody will call you.
What we ask for
- Your answersYes, no or not sure to each question.
- Your name, email and firm nameSo we can send your results.
- Nothing about your clientsPlease don't enter client names, Social Security numbers or tax data anywhere.
The form is hosted by Tally. See the Privacy Policy for how answers are stored and when they're deleted.