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Cybersecurity insights for tax professionals

Expert articles on IRS compliance, WISP requirements, threat prevention, and security best practices written specifically for tax preparers and accounting firms.

Most popular articles

The 2026 IRS Cybersecurity Requirements: What Changed and What You Need to Do

The IRS has tightened its enforcement of Publication 4557 and the FTC Safeguards Rule has added new technical requirements. This article breaks down every change that affects tax preparers and provides a clear action plan.

The 2026 IRS Cybersecurity Requirements: What Changed and What You Need to Do

The IRS has tightened its enforcement of Publication 4557 and the FTC Safeguards Rule has added new technical requirements. This article breaks down every change that affects tax preparers and provides a clear action plan.

How to Create Your WISP in Under 2 Hours

A step-by-step walkthrough of building a compliant Written Information Security Plan using our free template. Covers all nine required sections with real examples from tax practices.

How to Create Your WISP in Under 2 Hours

A step-by-step walkthrough of building a compliant Written Information Security Plan using our free template. Covers all nine required sections with real examples from tax practices.

Ransomware and Tax Season: Why Attackers Target Your Busiest Weeks

Cybercriminals deliberately time ransomware attacks to coincide with filing deadlines. Learn why your practice is most vulnerable during tax season and what controls stop these attacks cold.

Ransomware and Tax Season: Why Attackers Target Your Busiest Weeks

Cybercriminals deliberately time ransomware attacks to coincide with filing deadlines. Learn why your practice is most vulnerable during tax season and what controls stop these attacks cold.

IRS Compliance

Publication 4557 requirements, FTC Safeguards Rule, and regulatory updates

IRS Publication 4557 Explained in Plain English

A comprehensive breakdown of what the IRS requires from every tax professional who handles taxpayer data.

IRS Publication 4557 Explained in Plain English

A comprehensive breakdown of what the IRS requires from every tax professional who handles taxpayer data.

FTC Safeguards Rule: What Tax Preparers Need to Know

The FTC classifies tax preparers as financial institutions. Here is what the Safeguards Rule requires.

FTC Safeguards Rule: What Tax Preparers Need to Know

The FTC classifies tax preparers as financial institutions. Here is what the Safeguards Rule requires.

PTIN Requirements and Security Documentation

What security documentation you need for PTIN registration and renewal, and how to prepare it.

PTIN Requirements and Security Documentation

What security documentation you need for PTIN registration and renewal, and how to prepare it.

Consequences of Non-Compliance: Fines, PTIN Loss, and Lawsuits

The real-world penalties tax professionals face for failing to meet IRS cybersecurity requirements.

Consequences of Non-Compliance: Fines, PTIN Loss, and Lawsuits

The real-world penalties tax professionals face for failing to meet IRS cybersecurity requirements.

WISP and Documentation

Written Information Security Plans, templates, and compliance documentation

What Is a WISP and Why Every Tax Pro Needs One

The definitive guide to Written Information Security Plans for tax professionals.

What Is a WISP and Why Every Tax Pro Needs One

The definitive guide to Written Information Security Plans for tax professionals.

The 9 Required Sections of Your WISP

A detailed walkthrough of every component your WISP must include to satisfy the IRS.

The 9 Required Sections of Your WISP

A detailed walkthrough of every component your WISP must include to satisfy the IRS.

WISP Templates: Choosing the Right One for Your Practice

How to select and customize a WISP template based on your practice size and complexity.

WISP Templates: Choosing the Right One for Your Practice

How to select and customize a WISP template based on your practice size and complexity.

FTC Safeguards Rule Recordkeeping Requirements

What records you must maintain and for how long under the updated Safeguards Rule.

FTC Safeguards Rule Recordkeeping Requirements

What records you must maintain and for how long under the updated Safeguards Rule.

Security Best Practices

Practical security guidance for protecting your tax practice and client data

Data Protection for Tax Practices: A Complete Guide

How to protect client data at rest, in transit, and during processing in your tax practice.

Data Protection for Tax Practices: A Complete Guide

How to protect client data at rest, in transit, and during processing in your tax practice.

Employee Security Training: Building a Human Firewall

How to train your staff to recognize and avoid phishing, social engineering, and other threats.

Employee Security Training: Building a Human Firewall

How to train your staff to recognize and avoid phishing, social engineering, and other threats.

Incident Response Planning for Tax Professionals

How to build an incident response plan that meets IRS requirements and actually works when you need it.

Incident Response Planning for Tax Professionals

How to build an incident response plan that meets IRS requirements and actually works when you need it.

Access Control and Authentication for Tax Practices

Implementing MFA, role-based access, and secure remote work for your team.

Access Control and Authentication for Tax Practices

Implementing MFA, role-based access, and secure remote work for your team.

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