Tax Articles
Latest articles, insights, and updates from the blog.
Best Cloud Services for Tax Professionals
The best cloud hosting for tax professionals meets IRS Pub 1075 and FTC Safeguards Rule standards: SOC 2, MFA, AES-256 encryption, and US-only data residency.
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.
CPA WISP Requirements for 2026: What the IRS Actually Checks
Every WISP requirement CPAs and tax preparers must meet in 2026, what IRS and FTC reviewers actually look for, and a free template to get compliant fast.
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.
Protect your tax practice from cyber threats
Schedule a free consultation to assess your firm's security posture.