Tax Articles
Latest articles, insights, and updates from the blog.
Secure Email for Tax Professionals: Client Communication Guide
Learn how to secure client email communications as a tax professional. IRS Publication 4557 requirements, encrypted email options, and WISP documentation explained.
Cyber Liability Insurance for CPA Firms: 2026 Guide
Cyber liability insurance for CPA firms covers breach costs that E&O and CGL policies exclude. See what it costs, what it covers, and how to qualify in 2026.
Cybersecurity Checklist for Enrolled Agents 2026
Follow this 2026 cybersecurity checklist for enrolled agents to satisfy IRS Publication 4557, FTC Safeguards, and WISP requirements. Get a free assessment today.
Tax Season Cybersecurity Preparation for CPA Firms
IRS Publication 4557 and FTC Safeguards Rule requirements CPA firms need before the 2027 filing season, plus MFA, EDR, and WISP deadlines.
Multi-Location Tax Office Centralized Security Management
Learn how multi-location tax offices centralize security management to meet IRS Publication 4557 and FTC Safeguards Rule requirements at every branch.
Tax Preparer EFIN Security Compliance Checklist 2026
Complete EFIN security compliance checklist for 2026. IRS Publication 4557, WISP, and safeguard requirements to protect your e-file authorization.
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
Build a compliant WISP for your sole proprietor tax practice: FTC Safeguards Rule basics, IRS Publication 4557 requirements, and a 6-step setup process.
FTC Safeguards Rule: Tax Preparers & Financial Institutions
The FTC Safeguards Rule treats tax preparers as financial institutions under GLBA. See the 9 required controls, 2026 compliance steps, and penalties.
IRS Form 4557 Requirements: Safeguarding Taxpayer Data
Form 4557 requires a written WISP, MFA, and encryption for every paid tax preparer. See the requirements and what happens if you skip them.
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 media destruction. Get compliant.
IRS Publication 5708 WISP Template: Tax Pro's Guide
IRS Publication 5708 provides a free WISP template for tax preparers. Meet FTC Safeguards Rule requirements with this 2026 step-by-step compliance guide.
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