Tax Articles
Latest articles, insights, and updates from the blog.
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.
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.
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.
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. Covers FTC Safeguards Rule, IRS Publication 4557, MFA mandates, and breach notification. Free template.
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-required security awareness training for tax firms: 6-phase framework covering phishing defense, compliance documentation, and breach prevention. Learn more.
How to Create a WISP: Complete Guide for Tax Professionals
Learn how to create a WISP for your tax practice. A 7-phase guide covering IRS Pub 4557, the FTC Safeguards Rule, and 2026 PTIN compliance. Get compliant now.
IRS Cybersecurity Requirements: What Tax Preparers Must Do
Learn the mandatory IRS cybersecurity requirements for tax preparers in 2026. Security Six controls, WISP compliance, penalties, and step-by-step guidance.
Common Cyberattacks on Tax Firms: How Hackers Get In
Tax firms face 300% more cyberattacks during filing season. Discover the 7 attack types targeting tax professionals and defenses that actually work.
PTIN Renewal Security Requirements for Tax Professionals
PTIN renewal security requirements explained for 2026. Learn what Question 11 requires, WISP compliance steps, and how to avoid FTC penalties.
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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