Tax Articles
Latest articles, insights, and updates from the blog.
IRS Form 4557: Safeguarding Taxpayer Data Guide
IRS Form 4557 is Publication 4557—the IRS guide to safeguarding taxpayer data. See what tax pros must do to comply in 2026. Free assessment.
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 mandates before 2026 filing season. Get your free template.
Best Antivirus for Tax Professionals (IRS Security Six)
IRS-compliant antivirus for tax professionals. Compare NGAV, EDR, and MDR solutions for Security Six and FTC Safeguards Rule compliance.
IRS Written Information Security Plan: 2026 Guide
Build your IRS Written Information Security Plan (WISP) for 2026. Covers who must comply, required components, risk assessment steps, and development options.
Phishing Attacks on Tax Professionals: How to Fight Back
Defend your tax practice from phishing attacks targeting EFINs and client data. Essential security controls, FTC Safeguards compliance, and threat protection.
Firewall Setup for Tax Offices: Network Protection Guide
Complete Security Six firewall setup for tax offices. IRS-compliant configuration, hardware selection, VPN setup, and compliance documentation.
Tax Data Backup Plan: Protecting Client Records
Create an IRS-compliant tax data backup plan meeting Security Six requirements. Automated backups, immutable storage, testing procedures for tax preparers.
Two-Factor Authentication for Tax Software: Setup Guide
Complete two-factor authentication setup guide for tax software. Meet IRS Security Six requirements with platform-specific instructions for Drake, CCH, Lacerte.
Cybersecurity for Tax Professionals 2025: Complete IRS Compliance Guide
Complete IRS cybersecurity compliance guide for tax professionals—Publication 4557, Pub 1075, FTC Safeguards, WISP requirements, and EFIN protection.
FTC Safeguards Rule for Tax Return Preparers (2026)
The FTC Safeguards Rule applies to every tax return preparer. Learn the 9 required elements, penalties up to $51,744/day, and steps to comply in 2026.
VPN for Tax Professionals: Secure Remote Access Guide
Complete VPN setup guide for tax professionals. Meet IRS Security Six requirements with AES-256 encryption, MFA, and compliant remote access solutions.
Free Incident Response Plan Template for Tax Firms
Free IRS-compliant incident response plan template for tax practices. Includes team roles, breach notification procedures, and WISP integration requirements.
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