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
Compare 2FA enforcement across Drake, Lacerte, CCH Axcess, and Thomson Reuters, plus the vendor checklist IRS Publication 4557 requires in 2026.
Cybersecurity for Tax Professionals 2025: Complete IRS Compliance Guide
Cybersecurity for tax professionals in 2026: IRS Publication 4557, the FTC Safeguards Rule, WISP requirements, and the Security Six controls explained.
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.
Best Cloud Services for Tax Professionals
Learn how to evaluate cloud hosting for tax professionals, including MFA, vendor evidence, backups, tax application hosting, and WISP documentation.
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.
Protect your tax practice from cyber threats
Schedule a free consultation to assess your firm's security posture.