Tax Articles
Latest articles, insights, and updates from the blog.
Tax Safeguard Compliance 4557: Complete IRS Guide
Meet IRS Publication 4557 tax safeguard compliance requirements. Learn what's required, who must comply, and how to protect taxpayer data in 2026.
IRS Publication 4557 & WISP Requirements Explained
Learn exactly what IRS Publication 4557 requires for safeguarding taxpayer data and how to build a compliant WISP. Updated for 2026. Get your free assessment.
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. Start free.
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 the FTC Safeguards Rule. Setup guide for Drake, ProSeries, Lacerte & UltraTax. Protect your practice.
Best Secure Client Portals for Tax Practices
Secure your tax client portals with sensitive data protection. Compare compliant solutions meeting IRS Publication 4557 and FTC Safeguards Rule requirements.
Why Hackers Target Tax Preparers and How to Fight Back
Discover why hackers target tax preparers with complete identity packages worth millions. Learn IRS-required defenses and proven strategies to protect your practice.
Top Security Threats for Tax Preparers Right Now
Protect your practice from the top tax preparer security threats in 2026—ransomware, phishing, BEC, and more. IRS-compliant defenses explained.
WISP Checklist: Verify Your Tax Practice Is Compliant
Use this WISP checklist to verify your tax practice meets IRS Publication 5708 and FTC Safeguards Rule requirements. Free template included.
WISP for Small Tax Firms: Simplified Compliance Guide
Build a compliant WISP for your small tax firm. IRS & FTC Safeguards Rule requirements, implementation steps, and free templates. Protect your clients now.
Written Information Security Plan: What Tax Pros Must Know
Essential written information security plan (WISP) requirements for tax preparers. IRS Publication 4557, FTC Safeguards Rule compliance, templates.
Security Awareness Training for Tax Firms
IRS-compliant security awareness training for tax firms: 6-phase framework, phishing simulations, documentation requirements, and platform comparison.
How to Create a WISP: Complete Guide for Tax Professionals
Learn how to create a WISP for your tax practice. Our 7-phase guide covers IRS Publication 4557, FTC Safeguards Rule, and PTIN compliance for 2026.
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