The IRS has a sample plan to modify to meet the needs of your practice. https://www.irs.gov/newsroom/security-summit-releases-new-data-security-plan-to-help-tax-professiona...
Do a search for this site - KEEP IT SIMPLE - just use 1 or 2 words if you can
e.g. https://proconnect.intuit.com/support/en-us/help-search?advanced=false&allow_punctuation=false&q=WIS...
