Tax Articles
Latest articles, insights, and updates from the blog.
FTC Safeguards Rule Qualified Individual Requirement
The FTC Safeguards Rule requires every covered business to name a Qualified Individual over its security program. Here's who qualifies and what they must do in 2026.
IRS Tax Pro Account MFA Setup: A 2026 Step-by-Step Guide
Learn how to set up multi-factor authentication on your IRS Tax Pro Account in 2026, from ID.me verification to backup codes, in this step-by-step guide.
WISP Documentation Retention Period for Tax Preparers
How long must tax preparers keep WISP documentation? No fixed federal number exists; here's what FTC and IRS rules require and a practical retention plan.
Cybersecurity Training for Seasonal Tax Preparers in 2026
Cybersecurity training for seasonal tax preparers should cover phishing, data handling, and your WISP. See what to include and how to roll it out.
Secure Data Destruction Requirements for Tax Preparers
What the FTC Safeguards Rule, FACTA Disposal Rule, and IRS Publication 4557 require for destroying client tax data securely. Get the checklist.
Business Email Compromise Prevention for Tax Firms
Learn how tax firms stop business email compromise with SPF/DKIM/DMARC, MFA, and verification rules. Practical steps you can start this week.
IRS Security Six Checklist for Tax Professionals (2026)
The IRS Security Six checklist for tax professionals covers antivirus, firewalls, MFA, backups, encryption, and VPNs, see what to put in place.
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.
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.
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.
Tax Season Cybersecurity Preparation for CPA Firms
CPA firms face peak cyberattacks during tax season. This preparation guide covers IRS compliance, WISP requirements, MFA enforcement, and phishing defense for tax professionals.
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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