Tax Articles
Latest articles, insights, and updates from the blog.

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.

Incident Response Plan for Your Tax Practice
Build a compliant incident response plan for your tax practice. FTC Safeguards Rule requires team roles, playbooks, and annual testing. Get the full framework here.

Ransomware Protection for Your Tax Practice
Tax firms face a 50% spike in ransomware attacks. Learn how rollback technology, layered defenses, and IRS compliance protect your practice in 2026.

Is Cloud Storage IRS Compliant? Why You're Not as Protected as You Think
Cloud storage isn't IRS compliant by default. Learn FIPS 140-3 requirements, WISP cloud sections, shadow IT risks, and vendor vetting for tax pros in 2026.

IRS Publication 4557: What Every Tax Professional Must Know in 2026
What IRS Publication 4557 actually requires of tax pros in 2026, the Security Six, WISP mandate, and FTC Safeguards, plus a free WISP template to start.

How to Encrypt Client Tax Data: IRS Requirements Guide
Learn how to encrypt client tax data with BitLocker and FileVault. Step-by-step IRS Security Six compliance guide for tax professionals. Get compliant in 2026.

FTC Safeguards Rule for Tax Preparers: 2026 Compliance Guide
Learn how the FTC Safeguards Rule (16 CFR Part 314) applies to tax preparers. Avoid $50,120 penalties per violation with our 2026 compliance guide.

How to Choose a Cybersecurity Provider for Your Tax Practice
Choose a cybersecurity provider for your tax practice that meets IRS Publication 4557 and FTC Safeguards Rule requirements. Avoid vendor fraud. Learn how.

IRS Form 4557: Safeguarding Taxpayer Data Guide
IRS Publication 4557 sets federal security standards for tax preparers. Learn the Security Six, WISP requirements, and breach rules for 2026 compliance.

WISP Checklist for CPA Firms: 2026 IRS Compliance Guide
Use this WISP checklist for CPA firms to meet IRS Publication 4557 and FTC Safeguards Rule requirements before the 2026 filing season. Free template included.
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