Tax Articles
Latest articles, insights, and updates from the blog.
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.
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.
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.
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.
FTC Safeguards Rule Qualified Individual Requirement
The FTC Safeguards Rule requires every covered business to name a Qualified Individual over its security program. Here's who qualifies and what they must do in 2026.
IRS Tax Pro Account MFA Setup: A 2026 Step-by-Step Guide
Learn how to set up multi-factor authentication on your IRS Tax Pro Account in 2026, from ID.me verification to backup codes, in this step-by-step guide.
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.
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.
Secure Data Destruction Requirements for Tax Preparers
What the FTC Safeguards Rule, FACTA Disposal Rule, and IRS Publication 4557 require for destroying client tax data securely. Get the checklist.
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.
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.
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.
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