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Bellator Cyber Guard

Bellator Cyber Guard

Tax Cybersecurity Resources

Cybersecurity, compliance, and incident-response resources for tax professionals and accounting firms.

IRS Form 14039-B: Data Theft Reporting for Preparers

Learn what IRS Form 14039-B covers, how it differs from a data breach report, and the exact steps tax preparers must take after client data theft.

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Free WISP Template: Safeguard Your Business With IRS Compliance — free wisp template

Free WISP Template: Safeguard Your Business With IRS Compliance

Use this free WISP template guide to document IRS and FTC safeguards, customize your security plan, and protect taxpayer data. Get started.

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Best Secure Client Portals for Tax Practices - secure client portal for tax practice

Best Secure Client Portals for Tax Practices

How secure are tax client portals for sensitive data? Review encryption, MFA, audit logs, WISP documentation, and rollout steps. Protect clients.

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Security Awareness Training for Tax Firms - security awareness training for tax firms

Security Awareness Training for Tax Firms

IRS-required security awareness training for tax firms: 6-phase framework covering phishing defense, compliance documentation, and breach prevention. Learn more.

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WISP for Small Tax Firms: Simplified Compliance Guide - wisp for small tax firm

WISP for Small Tax Firms: Simplified Compliance Guide

Build a compliant WISP for your small tax firm. Covers FTC Safeguards Rule, IRS Publication 4557, MFA mandates, and breach notification. Free template.

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IRS Publication 4557: What Every Tax Professional Must Know in 2026 - irs publication 4557 requirements 2026

IRS Publication 4557: What Every Tax Professional Must Know in 2026

IRS Publication 4557 requirements 2026: Security Six controls, WISP mandates, FTC penalties, and state laws every tax professional must know. Get compliant.

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Tax Data Backup Plan: Protecting Client Records - tax data backup plan

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.

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MFA for Tax Software: Why It's Required and How to Set It Up - mfa for tax software

MFA for Tax Software: Why It's Required and How to Set It Up

MFA for tax software is required under IRS Publication 4557 and FTC Safeguards Rule. Setup guide for Drake, ProSeries, Lacerte, and UltraTax CS.

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VPN for Tax Professionals: Secure Remote Access Guide - vpn for tax professionals

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.

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Online Tax Filing Security Risks: 2025–2026 Guide — online tax filing security risks 2025 2026

Online Tax Filing Security Risks: 2025–2026 Guide

Learn the top online tax filing security risks for 2026: phishing, identity theft, credential stuffing. Protect your tax data with expert, IRS-aligned guidance.

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Ransomware Protection for Your Tax Practice - ransomware protection for tax practice

Ransomware Protection for Your Tax Practice

Tax firms face a 50% spike in ransomware attacks. Learn how rollback technology, layered defenses, and IRS compliance protect your practice in 2026.

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Incident Response Plan for Your Tax Practice - incident response plan for tax practice

Incident Response Plan for Your Tax Practice

Build a compliant incident response plan for your tax practice. FTC Safeguards Rule requires team roles, playbooks, and annual testing. Get the full framework here.

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Phishing Attacks on Tax Professionals: How to Fight Back - phishing attacks on tax professionals

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.

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Is Cloud Storage IRS Compliant? Why You're Not as Protected as You Think - is cloud storage irs compliant

Is Cloud Storage IRS Compliant? Why You're Not as Protected as You Think

Cloud storage isn't IRS compliant by default. Learn FIPS 140-3 requirements, WISP cloud sections, shadow IT risks, and vendor vetting for tax pros in 2026.

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Secure Email for Tax Professionals: Client Communication Guide - secure email for tax professionals client communication

Secure Email for Tax Professionals: Client Communication Guide

Learn how to secure client email communications as a tax professional. IRS Publication 4557 requirements, encrypted email options, and WISP documentation explained.

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Top Security Threats for Tax Preparers Right Now - tax preparer security threats

Top Security Threats for Tax Preparers Right Now

Learn the top tax preparer security threats in 2026, ransomware, phishing, BEC, RDP exploits, and supply chain attacks. IRS-compliant defenses explained.

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Tax Safeguard Compliance 4557: Complete IRS Guide — tax safeguard compliance 4557

Tax Safeguard Compliance 4557: Complete IRS Guide

IRS Publication 4557 requires every tax preparer to maintain a WISP, MFA, and encryption controls. Learn what compliance requires and how to build your program.

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Tax Document Encryption Requirements: What the IRS Expects - tax document encryption requirements

Tax Document Encryption Requirements: What the IRS Expects

IRS Publication 4557 requires AES-256 encryption for tax professionals. Learn 2026 mandates, key management steps, and how to avoid $50K FTC penalties.

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Multi-Location Tax Office Centralized Security Management - multi-location tax office centralized security management

Multi-Location Tax Office Centralized Security Management

Learn how multi-location tax offices centralize security management to meet IRS Publication 4557 and FTC Safeguards Rule requirements at every branch.

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Why Hackers Target Tax Preparers and How to Fight Back - why hackers target tax preparers

Why Hackers Target Tax Preparers and How to Fight Back

Tax preparers hold SSNs, bank details, and financial records for hundreds of clients. Learn why hackers target your firm and how to fight back in 2026.

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IRS Publication 5708 WISP Template: Tax Pro's Guide — irs publication 5708 wisp template

IRS Publication 5708 WISP Template: Tax Pro's Guide

IRS Publication 5708 provides a free WISP template for tax preparers. Meet FTC Safeguards Rule requirements with this 2026 step-by-step compliance guide.

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IRS Publication 4557 & WISP Requirements Explained - irs publication 4557 safeguarding taxpayer data wisp requirements

IRS Publication 4557 & WISP Requirements Explained

IRS Publication 4557 requires tax preparers with 11+ returns to maintain a compliant WISP. Learn the required elements, FTC penalties, and 2026 compliance steps.

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Tax Preparer Cybersecurity Compliance 2025: What Changed - tax preparer cybersecurity compliance 2025

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.

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How to Choose a Cybersecurity Provider for Your Tax Practice - cybersecurity provider for tax practice

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.

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Ultimate WISP Requirements Guide 2025: Essential Compliance Steps for Tax Professionals - wisp requirements 2025

Ultimate WISP Requirements Guide 2025: Essential Compliance Steps for Tax Professionals

All 9 WISP requirements 2025 tax preparers must meet, plus 2026 IRS updates and a free template for CPAs and accounting firms. Protect your practice.

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Written Information Security Plan Template for Tax Pros — written information security plan template

Written Information Security Plan Template for Tax Pros

Build an IRS-compliant written information security plan with our step-by-step WISP template. Meets FTC Safeguards Rule rules for tax preparers in 2026.

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Best WISP Templates for Accountants: 2026 Guide - best wisp templates for accountants

Best WISP Templates for Accountants: 2026 Guide

Compare the best WISP templates for accountants in 2026. IRS Publication 4557 and FTC Safeguards Rule compliant. Free download included.

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PTIN WISP Requirements: What Tax Preparers Must Know - ptin wisp

PTIN WISP Requirements: What Tax Preparers Must Know

Every PTIN holder needs a WISP under IRS Pub. 4557 and the FTC Safeguards Rule. Learn the 9 required elements, common mistakes, and how to stay compliant.

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Cyber Liability Insurance for CPA Firms: 2026 Guide - cyber liability insurance for CPA firms

Cyber Liability Insurance for CPA Firms: 2026 Guide

CPA firms are prime targets for ransomware and data theft. Learn what cyber liability insurance covers, key gaps to avoid, and how to get coverage in 2026.

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Is Tax Preparation Software Secure for Personal Information in 2026? - is tax preparation software secure for personal information 2025 2026

Is Tax Preparation Software Secure for Personal Information in 2026?

Is tax preparation software secure for personal information? Expert 2026 analysis of encryption standards, IRS requirements, and data protection risks. Protect your tax data.

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IRS WISP Template: Build Your Written Security Plan - irs wisp template

IRS WISP Template: Build Your Written Security Plan

Build a compliant IRS WISP template step by step. Covers IRS Publication 4557, FTC Safeguards Rule requirements, and a free checklist for tax preparers.

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Cybersecurity Checklist for Enrolled Agents 2026

Follow this 2026 cybersecurity checklist for enrolled agents to satisfy IRS Publication 4557, FTC Safeguards, and WISP requirements. Get a free assessment today.

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Accounting Firm WISP Template Examples & Guide 2026 - accounting firm wisp template examples

Accounting Firm WISP Template Examples & Guide 2026

IRS-compliant accounting firm WISP template examples with required sections, implementation steps, and compliance checklist. Protect client data in 2026.

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IRS WISP Requirements for Tax Pros Handling W-9 Forms - irs wisp requirements for tax professionals handling w-9 forms

IRS WISP Requirements for Tax Pros Handling W-9 Forms

IRS WISP requirements apply to every tax professional collecting W-9 forms. Learn what your plan must cover to protect SSNs and stay compliant in 2026.

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Physical Security Requirements for FTI: IRS Pub 1075 — which physical security practice is required for fti?

Physical Security Requirements for FTI: IRS Pub 1075

Which physical security practice is required for FTI? IRS Pub 1075 mandates restricted areas, access controls, and secure media destruction. Get compliant.

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Two-Factor Authentication for Tax Software: Setup Guide - two factor authentication tax software

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.

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