Tax Articles
Latest articles, insights, and updates from the blog.
Online Tax Filing Security Risks: 2025–2026 Guide
Learn the top online tax filing security risks for 2026: phishing, identity theft, credential stuffing. Protect your tax data with expert, IRS-aligned guidance.
Online Tax Filing Security & Encryption Guide 2026
Online tax filing strongest security encryption in 2026 requires TLS 1.3 and AES-256. Learn IRS rules, FTC requirements, and how to verify your software.
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 collecting W-9 forms. Learn what your plan must cover to protect SSNs and stay compliant in 2026.
Is Tax Preparation Software Secure for Personal Information in 2026?
Is tax prep software secure for personal information? See what IRS Publication 4557 and the FTC Safeguards Rule require, plus a 2026 filer checklist.
Accounting Firm WISP Template Examples & Guide 2026
The IRS's free WISP template is a starting point, not a compliant plan. See what it covers, what's missing, and the required sections for 2026.
Tax Safeguard Compliance 4557: Complete IRS Guide
IRS Publication 4557 requires every tax preparer to maintain a WISP, MFA, and encryption controls. Learn what compliance requires and how to build your program.
IRS Publication 4557 & WISP Requirements Explained
IRS Publication 4557 requires tax preparers with 11+ returns to maintain a compliant WISP. Learn the required elements, FTC penalties, and 2026 compliance steps.
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 FTC Safeguards Rule. Setup guide for Drake, ProSeries, Lacerte, and UltraTax CS.
Best Secure Client Portals for Tax Practices
How secure are tax client portals for sensitive data? Review encryption, MFA, audit logs, WISP documentation, and rollout steps. Protect clients.
Why Hackers Target Tax Preparers and How to Fight Back
Tax professionals are frequent spear-phishing targets because they hold high-value taxpayer data. Learn the practical controls tax firms should use to reduce risk.
Top Security Threats for Tax Preparers Right Now
Learn the top tax preparer security threats in 2026, ransomware, phishing, BEC, RDP exploits, and supply chain attacks. IRS-compliant defenses explained.
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