Tax Articles
Latest articles, insights, and updates from the blog.
Written Information Security Plan: What Tax Pros Must Know
Essential written information security plan (WISP) requirements for tax preparers. IRS Publication 4557, FTC Safeguards Rule compliance, templates.
Security Awareness Training for Tax Firms
Security awareness training for tax firms: 6-phase IRS Pub 4557-compliant framework covering phishing defense, documentation, and breach prevention.
How to Create a WISP: Complete Guide for Tax Professionals
Learn how to create a WISP for your tax practice. Our 7-phase guide covers IRS Publication 4557, FTC Safeguards Rule, and PTIN compliance for 2026.
IRS Cybersecurity Requirements: What Tax Preparers Must Do
Learn the mandatory IRS cybersecurity requirements for tax preparers in 2026. Security Six controls, WISP compliance, penalties, and step-by-step guidance.
Common Cyberattacks on Tax Firms: How Hackers Get In
Tax firms face 300% more cyberattacks during filing season. Learn the 7 attack types targeting tax professionals and proven defense strategies.
PTIN Renewal Security Requirements for Tax Professionals
PTIN renewal security requirements explained for 2026. Learn what Question 11 requires, WISP compliance steps, and how to avoid FTC penalties.
Tax Document Encryption Requirements: What the IRS Expects
IRS Publication 4557 requires AES-256 encryption for tax professionals. Learn 2026 mandates, implementation steps, and how to avoid $50K FTC penalties.
WISP Template Download: IRS-Compliant for Tax Professionals
Download an IRS-compliant WISP template for tax professionals. Meets FTC Safeguards Rule and IRS Publication 4557. Get your 2026 PTIN-ready plan today.
Incident Response Plan for Your Tax Practice
Build a compliant incident response plan for your tax practice. Meet FTC Safeguards Rule requirements with playbooks, team structure, and tested procedures.
Ransomware Protection for Your Tax Practice
Tax firms face a 50% spike in ransomware attacks. Learn how rollback technology, IRS compliance requirements, and layered defenses protect your practice in 2026.
Is Cloud Storage IRS Compliant? Why You're Not as Protected as You Think
Cloud storage isn't IRS compliant by default. Learn FIPS 140-3, WISP requirements, and vendor vetting for tax professionals in 2026.
IRS Publication 4557: What Every Tax Professional Must Know in 2026
IRS Publication 4557 requirements 2026: Security Six controls, WISP mandates, and FTC penalties every tax professional must know.
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