Tax Articles
Latest articles, insights, and updates from the blog.
EFIN Security Requirements: Protect Your Filing ID
EFIN security requirements for tax preparers: MFA, encrypted storage, weekly monitoring. Protect your filing ID from theft and IRS revocation in 2026.
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 2026 security plan today.
Ultimate WISP Requirements Guide 2025: Essential Compliance Steps for Tax Professionals
All 9 WISP requirements 2025 tax preparers must meet, plus 2026 IRS updates and a free template for CPAs and accounting firms. Protect your practice.
IRS WISP Template PDF: Complete Guide for Tax Professionals
Download the official IRS WISP template PDF and complete your Written Information Security Plan. Required for all tax preparers under FTC Safeguards Rule.
IRS Publication 5708 Sample WISP: 2026 Guide for Tax Pros
IRS Publication 5708 sample WISP explained: section breakdown, customization gaps, FTC Safeguards Rule requirements, and compliance steps for tax preparers in 2026.
PTIN WISP Requirements: What Tax Preparers Must Know
Every PTIN holder needs a WISP under IRS Pub. 4557 and the FTC Safeguards Rule. Learn the 9 required elements, common mistakes, and how to stay compliant.
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