Tax Articles
Latest articles, insights, and updates from the blog.
How to Encrypt Client Tax Data: IRS Requirements Guide
Learn how to encrypt client tax data with BitLocker and FileVault. Step-by-step IRS Security Six compliance guide for tax professionals. Get compliant in 2026.
FTC Safeguards Rule for Tax Preparers: 2026 Compliance Guide
Learn how the FTC Safeguards Rule (16 CFR Part 314) applies to tax preparers. Avoid $50,120 penalties per violation with our 2026 compliance guide.
How to Choose a Cybersecurity Provider for Your Tax Practice
Choose the right cybersecurity provider for your tax practice. Avoid vendor fraud, meet IRS Publication 4557 requirements, and protect taxpayer data.
IRS Form 4557: Safeguarding Taxpayer Data Guide
IRS Publication 4557 sets federal security standards for tax preparers. Learn the Security Six, WISP requirements, and breach rules for 2026 compliance.
WISP Checklist for CPA Firms: 2026 IRS Compliance Guide
Use this WISP checklist for CPA firms to meet IRS Publication 4557 and FTC Safeguards Rule requirements before the 2026 filing season. Free template included.
Best Antivirus for Tax Professionals (IRS Security Six)
IRS-compliant antivirus for tax professionals. Compare NGAV, EDR, and MDR solutions for Security Six and FTC Safeguards Rule compliance. Free WISP guidance.
IRS Written Information Security Plan: 2026 Guide
Build your IRS Written Information Security Plan (WISP) for 2026. Learn who must comply, required components, risk assessment steps, and how to stay compliant.
Phishing Attacks on Tax Professionals: How to Fight Back
Learn how phishing attacks target tax firms, steal EFINs, and trigger IRS penalties. Proven defenses, FTC Safeguards compliance steps, and free WISP resources.
Firewall Setup for Tax Offices: Network Protection Guide
Set up an IRS-compliant firewall for your tax office in 2026. Security Six requirements, NGFW selection, VPN config, and WISP documentation explained.
Tax Data Backup Plan: Protecting Client Records
Build an IRS-compliant tax data backup plan meeting Security Six requirements. Automated backups, immutable storage, and tested recovery for tax preparers.
Two-Factor Authentication for Tax Software: Setup Guide
Complete two-factor authentication setup guide for tax software. Meet IRS Security Six requirements with platform-specific instructions for Drake, CCH, Lacerte.
Cybersecurity for Tax Professionals 2025: Complete IRS Compliance Guide
IRS cybersecurity compliance guide for tax professionals: Publication 4557, FTC Safeguards Rule, WISP requirements, and ransomware defense for 2026.
Protect your tax practice from cyber threats
Schedule a free consultation to assess your firm's security posture.