Tax Articles
Latest articles, insights, and updates from the blog.
IRS WISP Template: Build Your Written Security Plan
Build a compliant IRS WISP with our step-by-step template guide. Required under IRS Publication 4557 for all tax preparers. Get expert guidance today.
WISP Template Download: IRS-Compliant for Tax Professionals
Download a free IRS-compliant WISP template for tax professionals. Meets FTC Safeguards Rule and IRS Publication 4557 requirements. Get yours free today.
FTC Safeguards Rule for Tax Preparers: 2026 Compliance Guide
Learn how the FTC Safeguards Rule (16 CFR Part 314) applies to tax preparers. Avoid $50,120 penalties per violation with our 2026 compliance guide.
IRS Form 4557: Safeguarding Taxpayer Data Guide
IRS Form 4557 is Publication 4557—the IRS guide to safeguarding taxpayer data. See what tax pros must do to comply in 2026. Free assessment.
IRS Written Information Security Plan: 2026 Guide
Learn what an IRS Written Information Security Plan requires, who must comply, and how to build yours. Get IRS Publication 4557 compliant today.
IRS WISP Requirements for Tax Pros Handling W-9 Forms
IRS WISP requirements apply to every tax professional handling W-9 forms. Learn what your security plan must cover to protect SSNs and stay compliant. Get guidance.
Is Tax Preparation Software Secure for Personal Information in 2026?
Is tax preparation software secure for personal information? See 2026 encryption standards, IRS requirements, and real data risks.
Accounting Firm WISP Template Examples & Guide 2026
Real accounting firm WISP template examples with IRS Publication 4557 requirements, GLBA compliance, and step-by-step setup. Get started free today.
Best WISP Templates for Accountants: 2026 Guide
Best WISP templates for accountants: IRS Publication 4557 and FTC Safeguards Rule compliant. Protect client data with a free template.
MFA for Tax Software: Why It's Required and How to Set It Up
Multi-factor authentication is required for tax software. Complete setup guide for Drake, Lacerte, ProSeries & UltraTax meeting IRS Security Six requirements.
Best Secure Client Portals for Tax Practices
Compare secure client portals for tax practices. Encrypt documents, meet IRS Publication 4557 requirements, and eliminate risky email attachments.
Why Hackers Target Tax Preparers and How to Fight Back
Tax preparers hold complete identity packages worth millions to criminals. Learn why hackers target tax firms and the IRS-required defenses that protect you.
Top Security Threats for Tax Preparers Right Now
Protect your practice from ransomware, phishing, BEC, and credential theft. Learn the top tax preparer security threats and IRS-compliant defenses.
Protect your tax practice from cyber threats
Schedule a free consultation to assess your firm's security posture.