Tax Articles
Latest articles, insights, and updates from the blog.
Is Tax Preparation Software Secure for Personal Information in 2026?
Is tax preparation software secure for personal information? Expert analysis of 2026 encryption standards, IRS requirements, and real data protection risks.
Accounting Firm WISP Template Examples & Guide 2026
Real accounting firm WISP template examples with IRS Publication 4557 compliance. Step-by-step guide, required sections, and free template for tax preparers.
Best WISP Templates for Accountants: 2026 Guide
Compare the best WISP templates for accountants in 2026. IRS Publication 4557 & FTC Safeguards Rule compliant. Free download included.
Tax Safeguard Compliance 4557: Complete IRS Guide
Meet IRS Publication 4557 tax safeguard compliance requirements. Learn what's required, who must comply, and how to protect taxpayer data in 2026.
IRS Publication 4557 & WISP Requirements Explained
IRS Publication 4557 requires all tax preparers to have a WISP. Learn what must be in yours, FTC penalties, and how to stay compliant in 2026.
Written Information Security Plan Template for Tax Pros
Build an IRS-compliant written information security plan with our step-by-step WISP template. Meets FTC Safeguards Rule rules for tax preparers. Start free.
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. Step-by-step setup for Drake, ProSeries, Lacerte, and UltraTax CS.
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.
Why Hackers Target Tax Preparers and How to Fight Back
Tax preparers hold complete identity packages worth thousands on the dark web. Learn why criminals target your practice and how to defend it in 2026.
Top Security Threats for Tax Preparers Right Now
Protect your practice from the top tax preparer security threats in 2026—ransomware, phishing, BEC, credential theft, and more. IRS-compliant defenses.
WISP Checklist: Verify Your Tax Practice Is Compliant
Use this WISP checklist to verify your tax practice meets IRS Publication 5708 and FTC Safeguards Rule requirements. Free template included.
WISP for Small Tax Firms: Simplified Compliance Guide
Build a compliant WISP for your small tax firm. Covers FTC Safeguards Rule, IRS Publication 4557, MFA requirements, and step-by-step implementation. Free template.
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