Tax Articles
Latest articles, insights, and updates from the blog.
Tax Document Encryption Requirements: What the IRS Expects
GLBA and IRS Publication 4557 require TLS 1.2+ encryption on every tax document transmission, including scan-to-email. See the 2026 compliance checklist.
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
IRS Publication 4557 requires the Security Six controls and a WISP for every paid tax preparer. Here's what it means for your practice and how to comply.
How to Encrypt Client Tax Data: IRS Requirements Guide
Tax data management requires AES-256 encryption under IRS Publication 4557 and the FTC Safeguards Rule. BitLocker, FileVault, and WISP documentation steps.
FTC Safeguards Rule for Tax Preparers: 2026 Compliance Guide
The FTC Safeguards Rule applies to tax preparers and allows fines up to $50,120 per violation. See the 9 required safeguards and 2026 compliance steps.
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.
Best Antivirus for Tax Professionals (IRS Security Six)
Compare antivirus, EDR, and managed EDR for tax practices. Learn how endpoint protection supports IRS Security Six, WISP documentation, and safer tax software access.
IRS Written Information Security Plan: 2026 Guide
Build your IRS Written Information Security Plan (WISP) for 2026. Learn who must comply, required components, risk assessment steps, and how to stay compliant.
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