Tax Articles
Latest articles, insights, and updates from the blog.
Multi-Location Tax Office Centralized Security Management
Multi-location tax offices need centralized security management to meet IRS rules and protect client data at every branch. Get the implementation guide.
Tax Preparer EFIN Security Compliance Checklist 2026
Essential EFIN security compliance checklist for tax preparers in 2026. IRS requirements, WISP implementation, and regulatory guidelines.
BEC RDP Attacks: How Tax Practices Fall Victim to Remote Access Exploits
Learn how BEC RDP attacks target tax practices through remote desktop vulnerabilities. Secure your RDP against business email compromise threats.
WISP Template for Sole Proprietors: Complete 2026 Guide
Get a complete WISP template designed for sole proprietor tax preparers. Includes IRS-compliant framework and step-by-step setup guide. Download now.
FTC Safeguards Rule: Tax Preparers & Financial Institutions
The FTC Safeguards Rule applies to tax preparers as financial institutions under GLBA. Learn the 9 core requirements, compliance steps, and penalties for 2026.
IRS Form 4557 Requirements: Safeguarding Taxpayer Data
Learn what IRS form 4557 requires for tax preparer data security — WISP, MFA, encryption, and incident response. Get a free compliance assessment today.
Physical Security Requirements for FTI: IRS Pub 1075
Which physical security practice is required for FTI? IRS Pub 1075 mandates restricted areas, access controls, and secure destruction. Get compliant in 2026.
IRS Publication 5708 WISP Template: Tax Pro's Guide
Complete guide to IRS Publication 5708's WISP template for tax preparers. Meet FTC Safeguards Rule requirements with step-by-step 2026 guidance.
Online Tax Filing Security Risks: 2025–2026 Guide
Learn the top online tax filing security risks in 2025–2026—phishing, identity theft, and credential theft. Protect your tax data with expert guidance.
Online Tax Filing Security & Encryption Guide 2026
Discover the strongest encryption standards protecting online tax filing in 2026. Learn TLS 1.3, AES-256 requirements and security verification.
IRS WISP Template: Build Your Written Security Plan
Build a compliant IRS WISP template step by step. Covers IRS Publication 4557, FTC Safeguards Rule requirements, and a free checklist for tax preparers.
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 in 2026.
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