Tax Articles
Latest articles, insights, and updates from the blog.
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
Essential 2026 tax preparer cybersecurity compliance guide: IRS PTIN requirements, FTC Safeguards Rule, WISP development, and enforcement penalties.
Free WISP Template: Safeguard Your Business With IRS Compliance
Download a free WISP template for tax professionals. IRS Publication 4557 and FTC Safeguards Rule compliant. Protect taxpayer data and secure your PTIN in 2026.
Best Cloud Services for Tax Professionals
Compare IRS-compliant cloud services for tax professionals. SOC 2 certified, MFA-enforced platforms to protect your EFIN and client data. Learn what to require.
EFIN Security Requirements: Protect Your Filing ID
Essential EFIN security requirements for tax pros: MFA, encrypted storage, monitoring. Protect your Electronic Filing ID from theft and IRS revocation.
IRS WISP Example: Build Your Tax Firm's Security Plan
See a real IRS WISP example with sample policy language for all nine required sections. Build your tax firm's compliant security plan for 2026.
Ultimate WISP Requirements Guide 2025: Essential Compliance Steps for Tax Professionals
Complete WISP requirements 2026 guide for tax professionals. All 9 mandated elements, compliance deadlines, and implementation steps for IRS compliance.
IRS WISP Template PDF: Complete Guide for Tax Professionals
Download the IRS WISP template PDF for tax preparers. Complete your Written Information Security Plan step by step. Required under FTC Safeguards Rule.
IRS Publication 5708 Sample WISP: 2026 Guide for Tax Pros
IRS Publication 5708 sample WISP explained: what it covers, who needs it, and how to customize it to meet FTC Safeguards Rule requirements in 2026.
PTIN WISP Requirements: What Tax Preparers Must Know
Every PTIN holder must have a Written Information Security Plan per IRS Pub. 4557 and FTC Safeguards Rule. Learn the 9 required elements and avoid penalties.
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