WISP

Company Name

Company Address

Address Line 1

Address Line 2

City

State

Zip Code

Company Phone

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Registered PTIN Holder / Owner Name

First

Last

Registered PTIN Holder / Owner Email

Registered PTIN Holder / Owner Phone

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Do you have a Designated Security Coordinator? *

Yes
No
I’m not sure, Please help me answer this

Designated Security Coordinator Name

First

Last

Designated Security Coordinator Email

Designated Security Coordinator Phone

Proof of real world experience

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Do you have a Outside Tech Firm? *

that handles a majority of your IT needs.

Tech Firm Name

Tech Firm Phone

Is Tech Company Under Contract?

Tech Company Contract Expire

Do You Have A Tech Company that conducts audits?

The Tech Company handles this for me
Other Tech Company complests audits
I don’t have any audits

Audit Tech Company Name

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Do you have an Antivirus on all devices? *

Yes
No
I’m not sure, Please help me answer this

Antivirus

Do you have an Anti Spyware installed on all devices? *

Yes
No
I’m not sure, Please help me answer this

Anti Spyware

Do you have an Anti Phishing Toolbar installed on all devices? *

Yes
No
I’m not sure, Please help me answer this

Anti Phishing Toolbar

Do you have an Endpoint Detection System? *

Yes
No
I’m not sure, Please help me answer this

Endpoint Detection System

Do you have an Intrusion Detection System? *

Yes
No
I’m not sure, Please help me answer this

Intrusion Detection System

Do you have a backup in place? *

Yes
No
I’m not sure, Please help me answer this

Backup Name

Is Backup Encrypted?

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Do you enforce password security? *

Yes
No
I’m not sure, Please help me answer this

Do you enforce password minimum length? *

Yes
No
I’m not sure, Please help me answer this

Do you enforce password complexity requirements? *

Yes
No
I’m not sure, Please help me answer this

Do you enforce passwords avoid personal information? *

Yes
No
I’m not sure, Please help me answer this

Do you enforce passwords not involved in major breaches? *

Yes
No
I’m not sure, Please help me answer this

Do you enforce changing all default and temp passwords? *

Yes
No
I’m not sure, Please help me answer this

Do you store passwords in a secure location? *

Yes
No
I’m not sure, Please help me answer this

for example in a safe or locked file cabinet

Do you use a password manager? *

Yes
No
I’m not sure, Please help me answer this

Password Manager Name

Do you use disable default browser password storage? *

Yes
No
I’m not sure, Please help me answer this

Do you use MFA anytime possible? *

Yes
No
I’m not sure, Please help me answer this

Do you use 2FA for Windows login? *

Yes
No
I’m not sure, Please help me answer this

Do you use 2FA for access to customer data? *

Yes
No
I’m not sure, Please help me answer this

2fa Provider

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Do you restrict software installs to only approved software/applications? *

Yes
No
I’m not sure, Please help me answer this

Do you keep inventory of devices that contain PII data? *

Yes
No
I’m not sure, Please help me answer this

Do you restrict access to customer data to only what is needed? *

Yes
No
I’m not sure, Please help me answer this

Do you use RMM/Patch management for all devices? *

Yes
No
I’m not sure, Please help me answer this

RMM / Patch Management name

Do you use browser patch management for all devices? *

Yes
No
I’m not sure, Please help me answer this

Browser Patch Management Name

Do you have devices tuned up at regular schedule? *

Yes
No
I’m not sure, Please help me answer this

Schedule

Do you encrypt all computer drives? *

Yes
No
I’m not sure, Please help me answer this

Drive Encryption Method

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Have you changed default router login? *

Yes
No
I’m not sure, Please help me answer this

Has the public ssid been disabled? *

Yes
No
I’m not sure, Please help me answer this

does your guest ssid have an unidentifiable name? *

Yes
No
I’m not sure, Please help me answer this

wifi reduced tx power to limit range? *

Yes
No
I’m not sure, Please help me answer this

Does your WIFI use WPA2 encryption? *

Yes
No
I’m not sure, Please help me answer this

Does your WIFI have WEP disabled? *

Yes
No
I’m not sure, Please help me answer this

Do you have a Firewall? *

Yes
No
I’m not sure, Please help me answer this

Firewall

Do you have a have a VPN for remote access? *

Yes
No
I’m not sure, Please help me answer this

VPN Name/type

Do you always VPN anytime you access data on 3rd party networks?

This even includes checking email

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Data Security Plan

The next section of questions is all about your Data Security Plan. If you don’t have a Data Security Plan just answer “No” to the questions.

Is your plan printed and available?

Is your plan printed include what to do when data is breached?

Is your plan include contacting the IRS?

Is your plan include Training procedures?

Is your plan include Training to prevent data theft?

Is your plan include Training security awareness?

Security Awerness Training Methods

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WISP Building Form

Data Security Plan