Blog
Latest articles, insights, and updates from the blog.
Telehealth Security for Small Clinics: HIPAA-Compliant Setup
HIPAA telehealth security for small clinics: BAA requirements, platform selection, endpoint security, and staff training to avoid OCR penalties.
NIST Incident Response Framework: A Practitioner's Guide
The NIST incident response framework explained: SP 800-61 Rev. 2's four phases, the April 2025 Rev. 3 move to CSF 2.0, and HIPAA, PCI DSS, and FTC ties.
Data Breach Prevention for Small Medical Offices
Healthcare data breach prevention for small medical offices: HIPAA controls, staff training, and incident response to protect patient data in 2026. Learn how.
HIPAA Compliance for Dental Offices: What You Actually Need
Meet HIPAA compliance for dental offices with confidence. Learn the Security Rule controls, BAAs, and risk analysis every dental practice needs in 2026.
MFA for Tax Software: Why It's Required and How to Set It Up
MFA for tax software is required under IRS Publication 4557 and FTC Safeguards Rule. Setup guide for Drake, ProSeries, Lacerte, and UltraTax CS.
Best Secure Client Portals for Tax Practices
How secure are tax client portals for sensitive data? Review encryption, MFA, audit logs, WISP documentation, and rollout steps. Protect clients.
Why Hackers Target Tax Preparers and How to Fight Back
Tax professionals are frequent spear-phishing targets because they hold high-value taxpayer data. Learn the practical controls tax firms should use to reduce risk.
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.
HIPAA Cybersecurity Requirements: 2026 Security Rule Guide
HIPAA cybersecurity requirements explained: the Security Rule's administrative, physical, and technical safeguards for ePHI, the four gaps behind most OCR penalties, and how to meet them.
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.
WISP for Small Tax Firms: Simplified Compliance Guide
Every tax preparer with a PTIN needs a WISP. See what the FTC Safeguards Rule and IRS require for 2026, including mandatory MFA and breach deadlines.
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 requirements, templates, and 2026 costs.
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