Tax Articles
Latest articles, insights, and updates from the blog.
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.
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 professionals are frequent spear-phishing targets because they hold high-value taxpayer data. Learn the practical controls tax firms should use to reduce risk.
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
Every tax preparer with a PTIN needs a WISP. See what the FTC Safeguards Rule and IRS require for 2026, including mandatory MFA and breach deadlines.
Written Information Security Plan: What Tax Pros Must Know
A written information security plan (WISP) is required under the FTC Safeguards Rule and IRS Pub. 4557. See requirements, templates, and 2026 costs.
Security Awareness Training for Tax Firms
Build documented security awareness training for a tax firm, with phishing, MFA, taxpayer-data handling, incident reporting, and IRS and FTC guidance.
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.
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