Tax Articles
Latest articles, insights, and updates from the blog.
Phishing Attacks on Tax Professionals: How to Fight Back
Tax firms face 93% of breaches from phishing. Learn how to stop email, QR code, and AI voice attacks, stay FTC/IRS compliant, and protect client data.
Firewall Setup for Tax Offices: Network Protection Guide
Set up an IRS-compliant firewall for your tax office in 2026. Security Six requirements, NGFW selection, VPN config, and WISP documentation explained.
Tax Data Backup Plan: Protecting Client Records
Build an IRS-compliant tax data backup plan with the 3-2-1-1-0 strategy, immutable storage, and software-specific backup paths. Meets Security Six and FTC Safeguards Rule.
Two-Factor Authentication for Tax Software: Setup Guide
Set up two-factor authentication for tax software and meet IRS Security Six requirements. Platform-by-platform guide for Drake, CCH, Lacerte, and more.
Cybersecurity for Tax Professionals 2025: Complete IRS Compliance Guide
IRS cybersecurity compliance guide for tax professionals: Publication 4557, FTC Safeguards Rule, WISP requirements, and ransomware defense for 2026.
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
Set up a compliant VPN for your tax practice: IRS Security Six requirements, AES-256 encryption, MFA enforcement, and audit-ready log retention explained.
Free Incident Response Plan Template for Tax Firms
Build an IRS-compliant incident response plan for your tax firm. NIST-based template with team roles, breach notification timelines, and WISP integration.
FTC Safeguards Rule Explained: Tax Preparer’s Compliance Checklist
Learn how the FTC Safeguards Rule for tax preparers applies to your practice. Step-by-step 2026 compliance checklist with requirements, penalties, and resources.
Tax Preparer Cybersecurity Compliance 2025: What Changed
IRS PTIN and FTC Safeguards Rule requirements, WISP development, and penalties for tax preparers. Your complete 2026 compliance guide. Protect your practice.
Free WISP Template: Safeguard Your Business With IRS Compliance
Use this free WISP template guide to document IRS and FTC safeguards, customize your security plan, and protect taxpayer data. Get started.
Best Cloud Services for Tax Professionals
Compare IRS-compliant cloud services for tax professionals. SOC 2 certified, MFA-enforced platforms protect your EFIN and client data in 2026.
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