Free working resource
AEGITz WISP Template and Gap Assessment
The Safeguards Rule covers tax preparers, accountants, and many financial advisers. What the written information security program requires and how to build one.
XLSX
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The resource is available without a form.
- Download without an email gate
- Formula cells checked for errors
- Designed for executive and operator use
- Connected to the method behind it
How to use it
Start with evidence. Finish with a decision.
- 01Download and save a working copy.
- 02Complete the inputs with the people who own the process.
- 03Review gaps, assumptions, and scores together.
- 04Turn the result into named actions and owners.