IRS Compliance
Articles tagged with “IRS Compliance”
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. Setup guide for Drake, ProSeries, Lacerte & UltraTax. Protect your practice.
Best Secure Client Portals for Tax Practices
Secure your tax client portals with sensitive data protection. Compare compliant solutions meeting IRS Publication 4557 and FTC Safeguards Rule requirements.
IRS Publication 4557: What Every Tax Professional Must Know in 2026
Complete 2026 guide to IRS Publication 4557 compliance — Security Six controls, WISP requirements, state laws, and penalties for tax professionals. Learn what's required.
Free Incident Response Plan Template for Tax Firms
Free IRS-compliant incident response plan template for tax practices. Covers team roles, breach notification, containment, and WISP integration. Updated for 2026.
Free WISP Template: Safeguard Your Business With IRS Compliance
Download a free WISP template for tax professionals. IRS Publication 4557 and FTC Safeguards Rule compliant. Protect taxpayer data and secure your PTIN in 2026.
IRS Publication 5708 Sample WISP: 2026 Guide for Tax Pros
IRS Publication 5708 sample WISP explained: what it covers, who needs it, and how to customize it to meet FTC Safeguards Rule requirements in 2026.
Protect your tax practice from cyber threats
Schedule a free consultation to assess your firm's security posture.