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Latest articles, insights, and updates from the blog.

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.

OSINT for Cybersecurity Beginners: A Practical Guide
Master OSINT for cybersecurity beginners — free tools, legal workflows, defensive techniques, and career paths to map and close your attack surface.

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.

Why Small Businesses Get Hacked (and How to Stop It)
43% of cyberattacks target small businesses. Learn why SMBs are primary targets, the 4 attack vectors behind most breaches, and 5 defenses that stop them.

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.
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