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Tax Cybersecurity Resources

Cybersecurity, compliance, and incident-response resources for tax professionals and accounting firms.

Phishing Attacks on Tax Professionals: How to Fight Back - phishing attacks on tax professionals

Phishing Attacks on Tax Professionals: How to Fight Back

Tax firms face 93% of breaches from phishing. Learn how to stop email, QR code, and AI voice attacks, stay FTC/IRS compliant, and protect client data.

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Is Cloud Storage IRS Compliant? Why You're Not as Protected as You Think - is cloud storage irs compliant

Is Cloud Storage IRS Compliant? Why You're Not as Protected as You Think

Cloud storage isn't IRS compliant by default. Learn FIPS 140-3 requirements, WISP cloud sections, shadow IT risks, and vendor vetting for tax pros in 2026.

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Secure Email for Tax Professionals: Client Communication Guide - secure email for tax professionals client communication

Secure Email for Tax Professionals: Client Communication Guide

Learn how to secure client email communications as a tax professional. IRS Publication 4557 requirements, encrypted email options, and WISP documentation explained.

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Top Security Threats for Tax Preparers Right Now - tax preparer security threats

Top Security Threats for Tax Preparers Right Now

Learn the top tax preparer security threats in 2026, ransomware, phishing, BEC, RDP exploits, and supply chain attacks. IRS-compliant defenses explained.

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Tax Safeguard Compliance 4557: Complete IRS Guide — tax safeguard compliance 4557

Tax Safeguard Compliance 4557: Complete IRS Guide

IRS Publication 4557 requires every tax preparer to maintain a WISP, MFA, and encryption controls. Learn what compliance requires and how to build your program.

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Tax Document Encryption Requirements: What the IRS Expects - tax document encryption requirements

Tax Document Encryption Requirements: What the IRS Expects

IRS Publication 4557 requires AES-256 encryption for tax professionals. Learn 2026 mandates, key management steps, and how to avoid $50K FTC penalties.

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Multi-Location Tax Office Centralized Security Management - multi-location tax office centralized security management

Multi-Location Tax Office Centralized Security Management

Learn how multi-location tax offices centralize security management to meet IRS Publication 4557 and FTC Safeguards Rule requirements at every branch.

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Why Hackers Target Tax Preparers and How to Fight Back - why hackers target tax preparers

Why Hackers Target Tax Preparers and How to Fight Back

Tax preparers hold SSNs, bank details, and financial records for hundreds of clients. Learn why hackers target your firm and how to fight back in 2026.

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IRS Publication 5708 WISP Template: Tax Pro's Guide — irs publication 5708 wisp template

IRS Publication 5708 WISP Template: Tax Pro's Guide

IRS Publication 5708 provides a free WISP template for tax preparers. Meet FTC Safeguards Rule requirements with this 2026 step-by-step compliance guide.

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IRS Publication 4557 & WISP Requirements Explained - irs publication 4557 safeguarding taxpayer data wisp requirements

IRS Publication 4557 & WISP Requirements Explained

IRS Publication 4557 requires tax preparers with 11+ returns to maintain a compliant WISP. Learn the required elements, FTC penalties, and 2026 compliance steps.

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Tax Preparer Cybersecurity Compliance 2025: What Changed - tax preparer cybersecurity compliance 2025

Tax Preparer Cybersecurity Compliance 2025: What Changed

IRS PTIN and FTC Safeguards Rule requirements, WISP development, and penalties for tax preparers. Your complete 2026 compliance guide. Protect your practice.

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How to Choose a Cybersecurity Provider for Your Tax Practice - cybersecurity provider for tax practice

How to Choose a Cybersecurity Provider for Your Tax Practice

Choose a cybersecurity provider for your tax practice that meets IRS Publication 4557 and FTC Safeguards Rule requirements. Avoid vendor fraud. Learn how.

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Ultimate WISP Requirements Guide 2025: Essential Compliance Steps for Tax Professionals - wisp requirements 2025

Ultimate WISP Requirements Guide 2025: Essential Compliance Steps for Tax Professionals

All 9 WISP requirements 2025 tax preparers must meet, plus 2026 IRS updates and a free template for CPAs and accounting firms. Protect your practice.

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Written Information Security Plan Template for Tax Pros — written information security plan template

Written Information Security Plan Template for Tax Pros

Build an IRS-compliant written information security plan with our step-by-step WISP template. Meets FTC Safeguards Rule rules for tax preparers in 2026.

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Best WISP Templates for Accountants: 2026 Guide - best wisp templates for accountants

Best WISP Templates for Accountants: 2026 Guide

Compare the best WISP templates for accountants in 2026. IRS Publication 4557 and FTC Safeguards Rule compliant. Free download included.

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PTIN WISP Requirements: What Tax Preparers Must Know - ptin wisp

PTIN WISP Requirements: What Tax Preparers Must Know

Every PTIN holder needs a WISP under IRS Pub. 4557 and the FTC Safeguards Rule. Learn the 9 required elements, common mistakes, and how to stay compliant.

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Cyber Liability Insurance for CPA Firms: 2026 Guide - cyber liability insurance for CPA firms

Cyber Liability Insurance for CPA Firms: 2026 Guide

CPA firms are prime targets for ransomware and data theft. Learn what cyber liability insurance covers, key gaps to avoid, and how to get coverage in 2026.

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Is Tax Preparation Software Secure for Personal Information in 2026? - is tax preparation software secure for personal information 2025 2026

Is Tax Preparation Software Secure for Personal Information in 2026?

Is tax preparation software secure for personal information? Expert 2026 analysis of encryption standards, IRS requirements, and data protection risks. Protect your tax data.

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IRS WISP Template: Build Your Written Security Plan - irs wisp template

IRS WISP Template: Build Your Written Security Plan

Build a compliant IRS WISP template step by step. Covers IRS Publication 4557, FTC Safeguards Rule requirements, and a free checklist for tax preparers.

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Cybersecurity Checklist for Enrolled Agents 2026

Follow this 2026 cybersecurity checklist for enrolled agents to satisfy IRS Publication 4557, FTC Safeguards, and WISP requirements. Get a free assessment today.

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Accounting Firm WISP Template Examples & Guide 2026 - accounting firm wisp template examples

Accounting Firm WISP Template Examples & Guide 2026

IRS-compliant accounting firm WISP template examples with required sections, implementation steps, and compliance checklist. Protect client data in 2026.

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IRS WISP Requirements for Tax Pros Handling W-9 Forms - irs wisp requirements for tax professionals handling w-9 forms

IRS WISP Requirements for Tax Pros Handling W-9 Forms

IRS WISP requirements apply to every tax professional collecting W-9 forms. Learn what your plan must cover to protect SSNs and stay compliant in 2026.

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Physical Security Requirements for FTI: IRS Pub 1075 — which physical security practice is required for fti?

Physical Security Requirements for FTI: IRS Pub 1075

Which physical security practice is required for FTI? IRS Pub 1075 mandates restricted areas, access controls, and secure media destruction. Get compliant.

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Two-Factor Authentication for Tax Software: Setup Guide - two factor authentication tax software

Two-Factor Authentication for Tax Software: Setup Guide

Set up two-factor authentication for tax software and meet IRS Security Six requirements. Platform-by-platform guide for Drake, CCH, Lacerte, and more.

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Best Antivirus for Tax Professionals (IRS Security Six) - antivirus for tax professionals

Best Antivirus for Tax Professionals (IRS Security Six)

IRS-compliant antivirus for tax professionals. Compare NGAV, EDR, and MDR for Security Six and FTC Safeguards Rule compliance. Free WISP guidance included.

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Tax Preparer EFIN Security Compliance Checklist 2026 - tax preparer efin security compliance checklist 2026

Tax Preparer EFIN Security Compliance Checklist 2026

Complete EFIN security compliance checklist for 2026. IRS Publication 4557, WISP, and safeguard requirements to protect your e-file authorization.

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Online Tax Filing Security & Encryption Guide 2026 — online tax filing strongest security encryption 2026

Online Tax Filing Security & Encryption Guide 2026

Online tax filing strongest security encryption in 2026 requires TLS 1.3 and AES-256. Learn IRS rules, FTC requirements, and how to verify your software.

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Best Cloud Services for Tax Professionals - best cloud services for tax professionals

Best Cloud Services for Tax Professionals

Compare IRS-compliant cloud services for tax professionals. SOC 2 certified, MFA-enforced platforms protect your EFIN and client data in 2026.

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How to Create a WISP: Complete Guide for Tax Professionals - how to create a wisp

How to Create a WISP: Complete Guide for Tax Professionals

Learn how to create a WISP for your tax practice. A 7-phase guide covering IRS Pub 4557, the FTC Safeguards Rule, and 2026 PTIN compliance. Get compliant now.

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Tax Season Cybersecurity Preparation for CPA Firms - tax season cybersecurity preparation guide cpa firms

Tax Season Cybersecurity Preparation for CPA Firms

CPA firms face peak cyberattacks during tax season. This preparation guide covers IRS compliance, WISP requirements, MFA enforcement, and phishing defense for tax professionals.

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Common Cyberattacks on Tax Firms: How Hackers Get In - cyberattacks on tax firms

Common Cyberattacks on Tax Firms: How Hackers Get In

Tax firms face 300% more cyberattacks during filing season. Discover the 7 attack types targeting tax professionals and defenses that actually work.

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IRS Publication 5708 Sample WISP: 2026 Guide for Tax Pros - irs publication 5708 sample wisp

IRS Publication 5708 Sample WISP: 2026 Guide for Tax Pros

IRS Publication 5708 sample WISP explained: section breakdown, customization gaps, FTC Safeguards Rule requirements, and compliance steps for tax preparers in 2026.

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How to Encrypt Client Tax Data: IRS Requirements Guide - how to encrypt client tax data

How to Encrypt Client Tax Data: IRS Requirements Guide

Learn how to encrypt client tax data with BitLocker and FileVault. Step-by-step IRS Security Six compliance guide for tax professionals. Get compliant in 2026.

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MFA for Tax Software: Why It's Required and How to Set It Up - mfa for tax software

MFA for Tax Software: Why It's Required and How to Set It Up

MFA for tax software is required under IRS Publication 4557 and the FTC Safeguards Rule. Step-by-step setup for Drake, ProSeries, Lacerte, and UltraTax CS.

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IRS WISP Example: Build Your Tax Firm's Security Plan - irs wisp example

IRS WISP Example: Build Your Tax Firm's Security Plan

See a real IRS WISP example with sample policy language for all nine required sections. Build your tax firm's compliant 2026 security plan today.

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Free Incident Response Plan Template for Tax Firms - incident response plan template

Free Incident Response Plan Template for Tax Firms

Build an IRS-compliant incident response plan for your tax firm. NIST-based template with team roles, breach notification timelines, and WISP integration.

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