Tax Articles
Latest articles, insights, and updates from the blog.
Best Antivirus for Tax Professionals (IRS Security Six)
IRS-compliant antivirus for tax professionals explained. Compare EDR, MDR, and NGAV for Security Six and FTC Safeguards Rule compliance in 2026.
IRS Written Information Security Plan: 2026 Guide
Build your IRS Written Information Security Plan (WISP) for 2026. Covers who must comply, required components, risk assessment steps, and development options.
Phishing Attacks on Tax Professionals: How to Fight Back
Learn how to defend your tax practice from phishing attacks targeting EFINs and client data. FTC- and IRS-compliant controls 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
Implement two-factor authentication for tax software and meet IRS Security Six requirements. Platform setup guides for Drake, Lacerte, CCH Axcess, 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.
Free Incident Response Plan Template for Tax Firms
Free IRS-compliant incident response plan template for tax practices. Covers team roles, breach notification, containment, and WISP integration. Updated for 2026.
FTC Safeguards Rule Explained: Tax Preparer’s Compliance Checklist
How the FTC Safeguards Rule applies to tax preparers. Compliance checklist covering risk assessment, access controls, and monitoring requirements.
Tax Preparer Cybersecurity Compliance 2025: What Changed
2025 tax preparer cybersecurity compliance: IRS PTIN requirements, FTC Safeguards Rule, WISP development, and penalties. Essential guide for CPAs.
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