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Latest articles, insights, and updates from the blog.
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
Download a free IRS-compliant incident response plan template for tax practices. Includes breach notification procedures, team roles, and containment strategies.
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.
Free WISP Template: Safeguard Your Business With IRS Compliance
Download a free WISP template for tax professionals. IRS Publication 4557 and FTC Safeguards Rule compliant. Customize for your practice and protect taxpayer data.
Cybersecurity Company vs MSP: Why They're Not the Same
Discover critical differences between cybersecurity companies and MSPs—regulatory expertise, audit independence, compliance deliverables, and cost analysis for 2026.
Best Cloud Services for Tax Professionals
Compare IRS-compliant cloud services for tax professionals. SOC 2 certified platforms with encryption, MFA, and EFIN protection. Get expert guidance.
EFIN Security Requirements: Protect Your Filing ID
Essential EFIN security requirements for tax pros: MFA, encrypted storage, weekly monitoring. Protect your Electronic Filing ID from theft and IRS revocation.
IRS WISP Example: Build Your Tax Firm's Security Plan
See a real IRS WISP example for tax professionals. Learn what IRS Publication 4557 requires, get sample policy language, and protect client data today.
Password Security Best Practices: Beyond Complex Passwords
Evidence-based password security best practices following NIST SP 800-63B. Learn about passkeys, MFA, password managers, and modern authentication.
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