IRS
Articles tagged with “IRS”
MFA for Tax Software: Why It's Required and How to Set It Up
Multi-factor authentication is required for tax software by the IRS and FTC. Setup guides for Drake, Lacerte, ProSeries, and UltraTax.
WISP Checklist: Verify Your Tax Practice Is Compliant
Verify your Written Information Security Plan covers all IRS requirements. Printable WISP compliance checklist for tax preparers with scoring guide.
WISP for Small Tax Firms: Simplified Compliance Guide
Create a WISP for your small tax firm without enterprise complexity. Simplified security plan tailored for solo and small tax practices.
Written Information Security Plan: What Tax Pros Must Know
What is a Written Information Security Plan and why do tax preparers need one? IRS requirements, FTC Safeguards Rule, and how to build yours.
How to Create a WISP: Complete Guide for Tax Professionals
Step-by-step guide to creating a Written Information Security Plan for your tax practice. Meet IRS requirements and protect client data.
IRS Cybersecurity Requirements: What Tax Preparers Must Do
Complete guide to IRS cybersecurity requirements. Mandatory security controls, WISP, Security Six, and how to avoid penalties as a tax preparer.
PTIN Renewal Security Requirements for Tax Professionals
PTIN renewal now requires cybersecurity compliance. Security steps you must complete before renewing your Preparer Tax Identification Number.
Tax Document Encryption Requirements: What the IRS Expects
IRS and FTC encryption requirements for tax documents. Which data must be encrypted, approved methods, and compliance documentation you need.
Is Cloud Storage IRS Compliant? Why You're Not as Protected as You Think
Cloud storage alone doesn't make your tax practice IRS compliant. What cloud providers actually cover and the security gaps that remain.
IRS Publication 4557: What Every Tax Professional Must Know in 2026
Understand IRS Publication 4557 requirements for protecting taxpayer data. Complete breakdown of security standards every tax professional must follow.
How to Encrypt Client Tax Data: IRS Requirements Guide
Encrypt client tax data to meet IRS and FTC requirements. Email encryption, file storage, and data transfer protection for tax professionals.
How to Choose a Cybersecurity Provider for Your Tax Practice
Choose the right cybersecurity provider for IRS compliance. Key questions to ask, certifications to look for, and red flags to avoid.
Best Antivirus for Tax Professionals (IRS Security Six)
Which antivirus meets IRS requirements for tax professionals? Compare top options, setup guides, and compliance tips for your tax practice.
Firewall Setup for Tax Offices: Network Protection Guide
Configure your tax office firewall to meet IRS Security Six requirements. Hardware vs software options, settings guide, and compliance checklist.
Tax Data Backup Plan: Protecting Client Records
Create a tax data backup plan that meets IRS requirements. Automated backup setup, cloud vs local options, and disaster recovery for tax firms.
Two-Factor Authentication for Tax Software: Setup Guide
Enable two-factor authentication on your tax software to meet IRS requirements. Setup steps for Drake, Lacerte, ProSeries, and more.
Cybersecurity for Tax Professionals 2025: Complete IRS Compliance Guide
Essential cybersecurity guide for tax professionals. IRS requirements, security best practices, and how to protect your practice from cyber threats.
VPN for Tax Professionals: Secure Remote Access Guide
Set up a VPN for your tax practice to meet IRS requirements. Compare business VPN options, configuration steps, and remote access security.
FTC Safeguards Rule Explained: Tax Preparer’s Compliance Checklist
How the FTC Safeguards Rule applies to tax preparers. Compliance checklist covering risk assessment, access controls, and monitoring requirements.
Tax Preparer Cybersecurity Compliance 2025: What Changed
2025 cybersecurity compliance updates for tax preparers. New IRS requirements, FTC Safeguards Rule changes, and state-level security mandates.
Free WISP Template: Safeguard Your Business With IRS Compliance
Download a free Written Information Security Plan template. IRS-compliant WISP for tax professionals ready to customize for your practice.
EFIN Security Requirements: Protect Your Filing ID
Protect your EFIN with these essential security steps. Secure your Electronic Filing Identification Number from theft and unauthorized use.
Ultimate WISP Requirements Guide 2025: Essential Compliance Steps for Tax Professionals
Complete guide to WISP requirements for 2025. What the IRS requires in your Written Information Security Plan and how to stay compliant.
Protect your tax practice from cyber threats
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