Tax Articles
Latest articles, insights, and updates from the blog.
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
Set up two-factor authentication for tax software and meet IRS Security Six requirements. Platform-by-platform guide for Drake, CCH, Lacerte, and more.
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.
FTC Safeguards Rule for Tax Return Preparers (2026)
The FTC Safeguards Rule applies to every tax return preparer. Learn the 9 required elements, penalties up to $51,744/day, and steps to comply in 2026.
VPN for Tax Professionals: Secure Remote Access Guide
Set up a compliant VPN for your tax practice: IRS Security Six requirements, AES-256 encryption, MFA enforcement, and audit-ready log retention explained.
Free Incident Response Plan Template for Tax Firms
Build an IRS-compliant incident response plan for your tax firm. NIST-based template with team roles, breach notification timelines, and WISP integration.
FTC Safeguards Rule Explained: Tax Preparer’s Compliance Checklist
Learn how the FTC Safeguards Rule for tax preparers applies to your practice. Step-by-step 2026 compliance checklist with requirements, penalties, and resources.
Tax Preparer Cybersecurity Compliance 2025: What Changed
IRS PTIN and FTC Safeguards Rule requirements, WISP development, and penalties for tax preparers. Your complete 2026 compliance guide. Protect your practice.
Best Cloud Services for Tax Professionals
Compare IRS-compliant cloud services for tax professionals. SOC 2 certified, MFA-enforced platforms protect your EFIN and client data in 2026.
EFIN Security Requirements: Protect Your Filing ID
EFIN security requirements for tax preparers: MFA, encrypted storage, weekly monitoring. Protect your filing ID from theft and IRS revocation in 2026.
IRS WISP Example: Build Your Tax Firm's Security Plan
See a real IRS WISP example with sample policy language for all nine required sections. Build your tax firm's compliant 2026 security plan today.
CPA WISP Requirements for 2026: What the IRS Actually Checks
Every WISP requirement CPAs and tax preparers must meet in 2026, what IRS and FTC reviewers actually look for, and a free template to get compliant fast.
Protect your tax practice from cyber threats
Schedule a free consultation to assess your firm's security posture.