Tax Articles
Latest articles, insights, and updates from the blog.
IRS Publication 4557: What Every Tax Professional Must Know in 2026
IRS Publication 4557 requires the Security Six controls and a WISP for every paid tax preparer. Here's what it means for your practice and how to comply.
How to Encrypt Client Tax Data: IRS Requirements Guide
Tax data management requires AES-256 encryption under IRS Publication 4557 and the FTC Safeguards Rule. BitLocker, FileVault, and WISP documentation steps.
FTC Safeguards Rule for Tax Preparers: 2026 Compliance Guide
The FTC Safeguards Rule applies to tax preparers and allows fines up to $50,120 per violation. See the 9 required safeguards and 2026 compliance steps.
How to Choose a Cybersecurity Provider for Your Tax Practice
Choose a cybersecurity provider for your tax practice that meets IRS Publication 4557 and FTC Safeguards Rule requirements. Avoid vendor fraud. Learn how.
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 for Security Six and FTC Safeguards Rule compliance. Free WISP guidance included.
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
Tax firms face 93% of breaches from phishing. Learn how to stop email, QR code, and AI voice attacks, stay FTC/IRS compliant, and protect client data.
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 with the 3-2-1-1-0 strategy, immutable storage, and software-specific backup paths. Meets Security Six and FTC Safeguards Rule.
Two-Factor Authentication for Tax Software: Setup Guide
Compare 2FA enforcement across Drake, Lacerte, CCH Axcess, and Thomson Reuters, plus the vendor checklist IRS Publication 4557 requires in 2026.
Protect your tax practice from cyber threats
Schedule a free consultation to assess your firm's security posture.