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Latest articles, insights, and updates from the blog.

Top Security Threats for Tax Preparers Right Now - tax preparer security threats
Tax

Top Security Threats for Tax Preparers Right Now

Learn the top tax preparer security threats in 2026, ransomware, phishing, BEC, RDP exploits, and supply chain attacks. IRS-compliant defenses explained.

4 min readQuick Read
HIPAA Cybersecurity Requirements: 2026 Security Rule Guide - hipaa cybersecurity requirements
Healthcare

HIPAA Cybersecurity Requirements: 2026 Security Rule Guide

Every HIPAA cybersecurity requirement explained: administrative, physical, and technical safeguards, risk analysis, and OCR enforcement for 2026.

4 min readQuick Read
WISP Checklist: Verify Your Tax Practice Is Compliant - wisp checklist
Tax

WISP Checklist: Verify Your Tax Practice Is Compliant

Use this WISP checklist to verify your tax practice meets IRS Publication 5708 and FTC Safeguards Rule requirements. Free template included.

4 min readQuick Read
WISP for Small Tax Firms: Simplified Compliance Guide - wisp for small tax firm
Tax

WISP for Small Tax Firms: Simplified Compliance Guide

Build a compliant WISP for your small tax firm. Covers FTC Safeguards Rule, IRS Publication 4557, MFA mandates, and breach notification. Free template.

4 min readQuick Read
Written Information Security Plan: What Tax Pros Must Know - written information security plan
Tax

Written Information Security Plan: What Tax Pros Must Know

A written information security plan (WISP) is required under the FTC Safeguards Rule and IRS Pub. 4557. See what tax preparers must include and how to build one.

4 min readQuick Read
Security Awareness Training for Tax Firms - security awareness training for tax firms
Tax

Security Awareness Training for Tax Firms

IRS-required security awareness training for tax firms: 6-phase framework covering phishing defense, compliance documentation, and breach prevention. Learn more.

4 min readQuick Read
Best Password Manager for Personal Use in 2026, best password manager for personal use
Personal Cybersecurity

Best Password Manager for Personal Use in 2026

Compare personal password managers by encryption, passkeys, device support, recovery, sharing, and current plan fit. Learn how to choose and set one up safely.

4 min readQuick Read
How to Create a WISP: Complete Guide for Tax Professionals - how to create a wisp
Tax

How to Create a WISP: Complete Guide for Tax Professionals

Learn how to create a WISP for your tax practice. A 7-phase guide covering IRS Pub 4557, the FTC Safeguards Rule, and 2026 PTIN compliance. Get compliant now.

4 min readQuick Read
IRS Cybersecurity Requirements: What Tax Preparers Must Do - irs cybersecurity requirements
Tax

IRS Cybersecurity Requirements: What Tax Preparers Must Do

Learn the mandatory IRS cybersecurity requirements for tax preparers in 2026. Security Six controls, WISP compliance, penalties, and step-by-step guidance.

4 min readQuick Read
Common Cyberattacks on Tax Firms: How Hackers Get In - cyberattacks on tax firms
Tax

Common Cyberattacks on Tax Firms: How Hackers Get In

Tax firms face 300% more cyberattacks during filing season. Discover the 7 attack types targeting tax professionals and defenses that actually work.

4 min readQuick Read
Social Engineering Attacks: The Small Business Defense Guide - social engineering guide
Learn

Social Engineering Attacks: The Small Business Defense Guide

Learn how phishing, BEC, vishing, and pretexting target your employees and which technical and training controls actually stop social engineering attacks.

4 min readQuick Read
PTIN Renewal Security Requirements for Tax Professionals - ptin renewal security requirements
Tax

PTIN Renewal Security Requirements for Tax Professionals

PTIN renewal security requirements explained for 2026. Learn what Question 11 requires, WISP compliance steps, and how to avoid FTC penalties.

4 min readQuick Read

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