How we help you
Wipfli’s TCPA compliance solutions can help ensure a stronger compliance program while empowering your marketing and sales goals.
Maintain compliant outreach that drives revenue and engagement.
Keep pace with constantly shifting regulations.
Embedded compliance into operations for a more effective, defensible program.
Support built for risk-aware growth
Wipfli’s TCPA compliance consulting is designed to support your organization with practical, defensible solutions that allow you to focus less on compliance and more on outreach.
TCPA compliance services
Insights
EVENT | November 3, 2026
November 2026 Uniform Guidance regulation training
Join us for a practical and engaging virtual training of the Office of Management and Budget’s (OMB) Uniform Guidance (2 CFR Part 200) — the cornerstone of federal grant compliance. This training is designed to help nonprofit and government professionals understand federal grant regulations and how to apply them effectively and avoid common pitfalls in managing federal awards. Led by experienced trainers with years of auditing and consulting knowledge, this session blends regulatory review with real-world examples and actionable insights. Whether you’re new to federal grants or looking to refresh your knowledge, this training will provide the clarity and confidence you need to manage awards responsibly.
EVENT | November 18, 2026
November 2026 Atlanta Uniform Guidance Regulation training
Having strong internal controls and understanding the rules governing how you can and cannot spend federal dollars are keys to fiscal management and overall compliance in your organization. Professionals new to the organization, as well as professionals who have been there for decades, will benefit from this two-to-four-day review of the administrative and cost principles/allocation sections of the Office of Management and Budget’s (OMB’s) 2 CFR Part 200 — Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards (also known as the “Uniform Guidance”).
EVENT | January 19, 2027
January 2027 Uniform Guidance regulation training
Join us for a practical and engaging virtual training of the Office of Management and Budget’s (OMB) Uniform Guidance (2 CFR Part 200) — the cornerstone of federal grant compliance. This training is designed to help nonprofit and government professionals understand federal grant regulations and how to apply them effectively and avoid common pitfalls in managing federal awards. Led by experienced trainers with years of auditing and consulting expertise, this session blends regulatory review with real-world examples and actionable insights. Whether you’re new to federal
Reach out to our TCPA compliance team
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TCPA compliance services FAQ
The Telephone Consumer Protection Act (TCPA) was signed into law in 1991 and became one of two key federal rules, the other being the Telemarketing Sales Rule (TSR), covering telephone communications in the United States.
Any person, business, or entity that conducts telephone solicitations needs to comply with the TCPA. The TCPA covers voice calls, faxes, VoIP calls, and text messages. If an organization uses a third party to make calls on its behalf, it could be held liable for any TCPA violations made by the third party.
The TCPA covers voice calls, faxes, VoIP calls and text messages. The law defines “telephone solicitation” as “the initiation of a telephone call or message for the purpose of encouraging the purchase or rental of, or investment in, property, goods, or services, which is transmitted to any person, but such term does not include a call or message 1) to any person with that person’s prior express invitation or permission, 2) to any person with whom the caller has an established business relationship or 3) by a tax-exempt nonprofit organization.
The TCPA has a variety of requirements related to phone calls, text messages and faxes. For your organization to maintain TCPA compliance, it needs to be doing the following:
Consent and contact requirements
- Suppress against the national DNC registry and state DNC lists when required.
- Accept and honor DNC requests from consumers and keep a centralized list of such requests along with the dates they were made.
- Obtain prior express written consent when using autodialers or prerecorded messages.
- Only make calls between the hours of 8:00 a.m. and 9:00 p.m. at the recipient’s location.
- Ensure caller ID is displayed.
- Disclose certain material facts, including the agent’s name, company name and contact information.
- Send a DNC policy to a consumer if requested.
Agent training and operational practices
- Train all telephone agents on their compliance responsibilities prior to engaging with customers.
- Monitor the abandonment rate when predictively dialing. For calls answered by a live person, the abandonment rate shouldn’t exceed 3% in a 30-day period (per campaign).
- Include an automated opt-out feature in abandonment messages and prerecorded messages.
- Monitor and enforce internal (and external third parties) for compliance.
Documentation and recordkeeping
- Maintain records of compliance.
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