Tax Articles
Latest articles, insights, and updates from the blog.
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.
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.
Online Tax Filing Security & Encryption Guide 2026
Online tax filing strongest security encryption in 2026 requires TLS 1.3 and AES-256. Learn IRS rules, FTC requirements, and how to verify your software.
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.
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.
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.
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.
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.
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.
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.
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.
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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