Need advice or help with completing a WISP for small business - feeling overwhelmed!
I'm trying to help my brother with his WISP (Written Information Security Program) for his small construction company and I'm completely lost at this point. He just started this business last year and now needs this documentation for some contract work. I've been staring at different templates and examples for hours, and nothing makes sense! Do I just use the IRS template and modify specific sections for his business, or is there a simpler approach? Should I be including details about how they store client information on their work tablets? What about employee SSNs and payroll stuff? There are so many sections that don't seem to apply to his small operation. Has anyone gone through this process before and have any advice? I'm getting seriously overwhelmed here and he's counting on me to figure this out by next week.
19 comments


NeonNova
I've helped several small businesses with their WISPs, so I understand your frustration! The IRS template is a good starting point, but you'll definitely need to customize it. First, remember that a WISP is basically documenting how the company protects sensitive information. For a construction company, focus on sections covering customer data, employee information, and any financial records. Skip sections that don't apply (like healthcare info if they don't handle it). For the work tablets, yes, absolutely include how information is secured on those devices - password requirements, encryption, what happens if a tablet is lost/stolen, etc. Employee SSNs and payroll definitely need protection protocols documented. Don't overthink it - a WISP should reflect what the company actually does to protect information, not theoretical perfect practices. Start with the basics and build from there!
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Yuki Tanaka
•Thanks for this info! Quick question though - does the WISP need to be notarized or filed with any government agency? And roughly how long should it be for a small business? I've seen samples ranging from 5 pages to 30+ pages which is part of what's confusing me.
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NeonNova
•A WISP doesn't need to be notarized or filed with any government agency. It's an internal document that shows the business has established security practices, though it might need to be shared with business partners or during audits. For a small construction company, 5-10 pages is typically sufficient. Those 30+ page WISPs are usually for larger organizations with complex data systems or those in highly regulated industries. Focus on quality and relevance rather than length - cover all the security measures actually in place without adding unnecessary filler.
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Carmen Diaz
After struggling with the same WISP headache for my retail business, I discovered https://taxr.ai which was a lifesaver. I uploaded some of my business documents and sample WISP templates I was confused about, and their AI analyzed everything and helped me understand which sections were actually relevant for my situation. The system explained each section in plain English and suggested customizations based on my specific business type. What impressed me was how it identified the specific regulations that applied to my business based on location and industry.
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Andre Laurent
•That sounds too good to be true. Does it actually create the WISP for you or just give general advice? I'm worried about using an AI tool for something that might have legal implications if not done right.
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Emily Jackson
•I'm interested but wondering if it handles industry-specific requirements? I'm in food service and have completely different needs than a construction company probably does. Did it seem adaptable to different types of businesses?
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Carmen Diaz
•It doesn't write the entire WISP for you - it analyzes your documents and provides targeted guidance on what to include based on your business specifics. It's more like having a consultant review your work and suggest improvements rather than doing it for you, which actually helped me understand what I was creating. The system is definitely adaptable across industries. It recognized my retail-specific needs, but the platform covers various business types. For food service, it would likely identify relevant food safety data protection requirements alongside the standard information security elements. The analysis is customized based on your uploaded documents and business information.
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Emily Jackson
Just wanted to update after trying taxr.ai for my WISP issues. It was actually really helpful! I uploaded some sample templates and my existing business documents, and it broke down exactly which sections applied to my restaurant and which ones I could ignore. Saved me from including a bunch of irrelevant stuff about data types we don't even handle. The explanations were super clear about what each section meant in practical terms. Definitely made the process way less intimidating than it seemed at first.
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Liam Mendez
If you're still struggling with getting feedback on your WISP from the appropriate authorities, I had a similar issue last year. I spent WEEKS trying to reach someone at the relevant agency to confirm my WISP met requirements. After endless hold times and disconnected calls, I used https://claimyr.com and watched their demo at https://youtu.be/_kiP6q8DX5c. They got me connected to an actual person who could answer my WISP compliance questions in less than 20 minutes when I'd been trying for days on my own. Definitely worth checking out if you need to speak with someone official about requirements.
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Sophia Nguyen
•How does this actually work? I don't understand how a third-party service gets you through to government agencies faster than calling directly. What's the trick?
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Jacob Smithson
•Sounds like a scam to me. No way some random service gets you through government phone trees when the rest of us are stuck listening to "your call is important to us" for hours. Did you actually get useful information or just waste money?
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Liam Mendez
•It works by using technology that navigates phone trees and holds your place in line. While you're on hold, their system stays connected and then calls you back when it reaches a human representative. It basically does the waiting for you. I was skeptical too at first, but it absolutely worked. Not only did I get through, but I spoke with someone who reviewed my specific questions about WISP requirements and clarified exactly what was needed for my business size. They explained which regulations applied to me and which didn't. Saved me from both overcomplicating my WISP and from missing critical components that could have caused compliance issues later.
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Jacob Smithson
I need to eat my words and apologize to Profile 22. After waiting on hold with the IRS business line for nearly 2 hours yesterday trying to get clarity on WISP requirements for tax information, I gave Claimyr a shot out of desperation. Within 30 minutes I got a call back and was speaking with an actual IRS representative who walked me through exactly what was needed. The agent confirmed that my approach was on the right track and gave me specific guidance on documenting protection of tax-related information. I'm still shocked it actually worked after all my frustration with trying to get answers.
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Isabella Brown
One thing I learned creating our company WISP that might help - start by listing all the types of sensitive information your brother's construction business actually collects and stores. For example: - Client contact info and property details - Employee SSNs and banking info for payroll - Vendor account information - Financial records and tax documents - Any building plans or proprietary designs Then for each type, document HOW that information is protected. This approach makes it much more practical and focused than trying to follow a generic template.
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Ethan Wilson
•This is exactly the kind of practical advice I needed! I've been overthinking the whole process. So if I understand correctly, I should focus on the actual sensitive data they handle rather than trying to address every possible scenario in those massive templates? Should I also describe their current password policies for their systems?
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Isabella Brown
•Yes, that's exactly right! Focus on the actual data they handle, not theoretical scenarios that don't apply to them. A practical WISP is much more useful than a comprehensive one that includes irrelevant sections. Definitely include current password policies for all systems that store sensitive information. Document how often passwords must be changed, minimum requirements (length, special characters, etc.), and who has access to what systems. Also include any multi-factor authentication if they use it, procedures for removing access when employees leave, and any training provided about data security. These practical elements show they're actually implementing security measures, not just documenting theoretical policies.
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Maya Patel
can someone explain what WISP even stands for? my sister in law mentioned needing one for her therapy practice but i dont get what it is or why its needed...is it just another gov't thing to make small business life harder?
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NeonNova
•WISP stands for Written Information Security Program. It's basically a document that outlines how a business protects sensitive information like customer data, employee records, and financial information.
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Maya Patel
•thanks! so its about data protection? is this something all small businesses need now or just certain types?
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