Tax Articles
Latest articles, insights, and updates from the blog.
IRS Publication 4557: What Every Tax Professional Must Know in 2026
Comprehensive 2026 guide to IRS Publication 4557 compliance — Security Six requirements, WISP development, state laws, and penalties for tax professionals.
How to Encrypt Client Tax Data: IRS Requirements Guide
Complete Security Six encryption guide for tax professionals. Step-by-step BitLocker and FileVault implementation, recovery key management, and IRS compliance.
How to Choose a Cybersecurity Provider for Your Tax Practice
Vet cybersecurity providers for IRS compliance. Verify credentials, avoid scams, ask essential questions, and select legitimate protection for taxpayer data.
WISP Checklist for CPA Firms: 2026 IRS Compliance Guide
Use our step-by-step WISP checklist for CPA firms to meet IRS Publication 4557 and FTC Safeguards Rule mandates. Get your free 2026 template today.
Best Antivirus for Tax Professionals (IRS Security Six)
IRS-compliant antivirus for tax professionals. Compare EDR, MDR, and NGAV solutions meeting Security Six requirements and FTC Safeguards Rule 2026.
Phishing Attacks on Tax Professionals: How to Fight Back
Protect your tax practice from phishing attacks with FTC-compliant email security, MFA, and training. Expert guide for CPAs and tax preparers.
Firewall Setup for Tax Offices: Network Protection Guide
Complete Security Six firewall setup for tax offices. IRS-compliant configuration, hardware selection, VPN setup, and compliance documentation.
Tax Data Backup Plan: Protecting Client Records
Create an IRS-compliant tax data backup plan meeting Security Six requirements. Automated backups, immutable storage, testing procedures for tax preparers.
Two-Factor Authentication for Tax Software: Setup Guide
Complete guide to implementing two-factor authentication for tax software. Meet IRS Security Six requirements with Drake, Lacerte, ProSeries, CCH, and more.
Cybersecurity for Tax Professionals 2025: Complete IRS Compliance Guide
Complete IRS cybersecurity compliance guide for tax professionals—Publication 4557, Pub 1075, FTC Safeguards, WISP requirements, and EFIN protection.
FTC Safeguards Rule for Tax Return Preparers (2026)
The FTC Safeguards Rule applies to every tax return preparer. Learn the 9 required elements, who qualifies, and how to build a compliant security program today.
VPN for Tax Professionals: Secure Remote Access Guide
Complete VPN setup guide for tax professionals. Meet IRS Security Six requirements with MFA, AES-256 encryption, and compliant remote access. 2026 ready.
Protect your tax practice from cyber threats
Schedule a free consultation to assess your firm's security posture.