Tax Articles
Latest articles, insights, and updates from the blog.
Is Virtual Tax Preparation Secure in 2026?
Virtual tax preparation is secure when preparers use encrypted portals and MFA, not email. Here's what to check before you upload documents in 2026.
FTC Safeguards Rule Incident Response Plan Requirements
The FTC Safeguards Rule requires a written incident response plan under 16 CFR 314.4(h). See what it must include and how to build one for 2026.
IRS E-File Account Security Requirements for Tax Pros
Learn IRS e-file account security requirements for tax professionals, including access, MFA, WISPs, and incident response. Review your controls.
Tax Preparer Data Breach Notification by State
Learn how tax preparer data breach notification requirements by state affect your response plan, notices, and documentation. Review your plan.
WISP Planning: A Step-by-Step Guide for Tax Preparers
WISP planning means mapping your data, systems, and risks before you write the plan. See the FTC and IRS requirements and a step-by-step process.
Is Uploading Tax Documents Safe and Encrypted?
Is uploading tax documents safe and encrypted? Learn what TLS and AES-256 actually protect, how to check a portal, and what the IRS and FTC require in 2026.
IRS Publication 5293: Your Data Security Resource Guide
IRS Publication 5293 compiles data security resources for tax preparers. See what's inside, how it connects to your WISP, and what to do in 2026.
FTC Safeguards Rule Vendor Oversight for Tax Firms
Learn FTC Safeguards Rule service provider oversight requirements for tax preparers and build a practical vendor review process. Review your gaps.
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
Yes, the IRS requires MFA for tax preparers using Tax Pro Account. See how to set it up through ID.me, step by step, in this 2026 guide.
WISP Documentation Retention Period for Tax Preparers
How long must tax preparers keep WISP documentation? No fixed federal number exists; here's what the FTC Safeguards Rule and IRS Publication 4557 require.
Cybersecurity Training for Seasonal Tax Preparers in 2026
Learn what cybersecurity training seasonal tax preparers need before system access, including phishing, MFA, taxpayer data handling, WISP rules, and reporting.
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