Bellator Cyber Guard
Tax Cybersecurity Resources
Cybersecurity, compliance, and incident-response resources for tax professionals and accounting firms.
Cyber Liability Insurance for CPA Firms: 2026 Guide
Cyber liability insurance for CPA firms covers breach costs E&O and CGL policies exclude. See 2026 pricing, what insurers require, and how to qualify.
IRS Publication 5708 Sample WISP: 2026 Guide for Tax Pros
Learn what IRS Publication 5708 is, what its sample WISP should document, and how tax practices can customize and review their security plan.
Tax Preparer Data Breach Notification by State
Learn how tax preparer data breach notification requirements by state affect your response plan, notices, and documentation. Review your plan.
Secure Data Destruction Requirements for Tax Preparers
Learn how tax preparers can securely destroy paper and electronic taxpayer data under the FTC Safeguards Rule, IRS guidance, and NIST media rules.
Security Awareness Training for Tax Firms
Build documented security awareness training for a tax firm, with phishing, MFA, taxpayer-data handling, incident reporting, and IRS and FTC guidance.
Cybersecurity Checklist for Enrolled Agents 2026
A 2026 cybersecurity checklist for enrolled agents covering IRS Publication 4557, FTC Safeguards Rule, and WISP requirements.
Best Password Managers: Why You Need One
Compare password managers for regulatory compliance with real decision criteria, honest pricing, and HIPAA, IRS, and FTC Safeguards Rule guidance for 2026.
WISP Planning: A Step-by-Step Guide for Tax Preparers
WISP planning means mapping your data, systems, and risks before you write the plan. See the FTC and IRS requirements and a step-by-step process.
Business Email Compromise Prevention for Tax Firms
Learn how tax firms prevent business email compromise with SPF, DKIM, DMARC, MFA, and phone-verification rules you can put in place this week.
Best Password Manager for Compliance Auditing (2026)
The best password manager for compliance auditing provides admin logs, SSO, and SCIM. Compare 2026 options and see what auditors check.
Small Business Data Breach Response Plan Guide for 2026
Build a data breach response plan for your small business: six response steps, state and federal notification deadlines, team setup, and a testing cadence.
What Is a WISP for Small and Medium Businesses?
A WISP protects customer data and satisfies FTC and IRS rules. See who needs one in 2026, what it must include, and how to get a custom plan.
Written Information Security Plan: What Tax Pros Must Know
A written information security plan (WISP) is required under the FTC Safeguards Rule and IRS Pub. 4557. See requirements, templates, and 2026 costs.
Tax Season Cybersecurity Preparation for CPA Firms
IRS Publication 4557 and FTC Safeguards Rule requirements CPA firms need before the 2027 filing season, plus MFA, EDR, and WISP deadlines.
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, plus the 2026 compliance deadline every tax preparer must meet.
WISP Template for Sole Proprietors: Complete 2026 Guide
Build a compliant WISP for your sole proprietor tax practice: FTC Safeguards Rule basics, IRS Publication 4557 requirements, and a 6-step setup process.
Is Uploading Tax Documents Safe and Encrypted?
Is uploading tax documents safe and encrypted? Learn what TLS and AES-256 actually protect, how to check a portal, and what the IRS and FTC require in 2026.
FTC Safeguards Rule: Tax Preparers & Financial Institutions
The FTC Safeguards Rule treats tax preparers as financial institutions under GLBA. See the 9 required controls, 2026 compliance steps, and penalties.
IRS Form 4557 Requirements: Safeguarding Taxpayer Data
Form 4557 requires a written WISP, MFA, and encryption for every paid tax preparer. See the requirements and what happens if you skip them.
FTC Safeguards Rule for Tax Preparers: 2026 Compliance Guide
The FTC Safeguards Rule applies to tax preparers and allows fines up to $50,120 per violation. See the 9 required safeguards and 2026 compliance steps.
IRS Security Six Checklist for Tax Professionals (2026)
The IRS Security Six requirements cover antivirus, firewalls, MFA, backups, encryption, and VPNs. See what tax professionals need in place for 2026.
Tax Document Encryption Requirements: What the IRS Expects
GLBA and IRS Publication 4557 require TLS 1.2+ encryption on every tax document transmission, including scan-to-email. See the 2026 compliance checklist.
IRS Publication 5293: Your Data Security Resource Guide
IRS Publication 5293 compiles data security resources for tax preparers. See what's inside, how it connects to your WISP, and what to do in 2026.
How to Encrypt Client Tax Data: IRS Requirements Guide
Tax data management requires AES-256 encryption under IRS Publication 4557 and the FTC Safeguards Rule. BitLocker, FileVault, and WISP documentation steps.
Encryption at Rest vs. in Transit: What's the Difference?
Encryption at rest protects stored data; encryption in transit protects data moving across networks. See the difference and why 2026 compliance rules require both.
Accounting Firm WISP Template Examples & Guide 2026
The IRS's free WISP template is a starting point, not a compliant plan. See what it covers, what's missing, and the required sections for 2026.
WISP for Small Tax Firms: Simplified Compliance Guide
Every tax preparer with a PTIN needs a WISP. See what the FTC Safeguards Rule and IRS Publication 4557 require for 2026, including mandatory MFA.
Small Business Vendor Risk Management Guide
How to build a small business vendor risk management program, covering risk tiers, vendor questionnaires, contract clauses, and compliance requirements.
Two-Factor Authentication for Tax Software: Setup Guide
Compare 2FA enforcement across Drake, Lacerte, CCH Axcess, and Thomson Reuters, plus the vendor checklist IRS Publication 4557 requires in 2026.
Cybersecurity for Tax Professionals 2025: Complete IRS Compliance Guide
Cybersecurity for tax professionals in 2026: IRS Publication 4557, the FTC Safeguards Rule, WISP requirements, and the Security Six controls explained.
IRS Publication 4557: What Every Tax Professional Must Know in 2026
IRS Publication 4557 requires the Security Six controls and a WISP for every paid tax preparer. Here's what it means for your practice and how to comply.
FTC Safeguards Rule Vendor Oversight for Tax Firms
Learn FTC Safeguards Rule service provider oversight requirements for tax preparers and build a practical vendor review process. Review your gaps.
Why Hackers Target Tax Preparers and How to Fight Back
Tax professionals are frequent spear-phishing targets because they hold high-value taxpayer data. Learn the practical controls tax firms should use to reduce risk.
IRS Form 14039-B: Data Theft Reporting for Preparers
Learn what IRS Form 14039-B covers, how it differs from a data breach report, and the exact steps tax preparers must take after client data theft.
Cybersecurity Training for Seasonal Tax Preparers in 2026
Cybersecurity training for seasonal tax preparers should cover phishing, data handling, and your WISP. See what to include and how to roll it out.
WISP Documentation Retention Period for Tax Preparers
How long must tax preparers keep WISP documentation? No fixed federal number exists; here's what FTC and IRS rules require and a practical retention plan.