Blog
Latest articles, insights, and updates from the blog.
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 the FTC Safeguards Rule. Setup guide for Drake, ProSeries, Lacerte & UltraTax. Protect your practice.
Best Secure Client Portals for Tax Practices
Compare secure client portals for tax practices. Meet IRS Publication 4557 and FTC Safeguards Rule requirements. Eliminate risky email. Get compliant in 2026.
Why Hackers Target Tax Preparers and How to Fight Back
Tax preparers hold complete identity packages worth millions to criminals. Learn why hackers target tax firms and the IRS-required defenses that protect you.
Top Security Threats for Tax Preparers Right Now
Protect your practice from ransomware, phishing, BEC, and credential theft. Learn the top tax preparer security threats and IRS-compliant defenses.
HIPAA Cybersecurity Requirements: 2026 Security Rule Guide
Every HIPAA cybersecurity requirement explained — technical, administrative, and physical safeguards, risk analysis, and OCR enforcement. Protect your ePHI in 2026.
WISP Checklist: Verify Your Tax Practice Is Compliant
Verify your Written Information Security Plan covers all IRS requirements. Printable WISP compliance checklist for tax preparers with scoring guide.
WISP for Small Tax Firms: Simplified Compliance Guide
Create a compliant Written Information Security Plan for your small tax firm. IRS & FTC requirements, implementation steps, templates & expert guidance.
Written Information Security Plan: What Tax Pros Must Know
Learn what a written information security plan (WISP) requires for tax professionals. IRS Publication 4557, FTC Safeguards Rule, and step-by-step compliance guide.
Security Awareness Training for Tax Firms
IRS-compliant security awareness training for tax firms: 6-phase framework, phishing simulations, documentation requirements, and platform comparison.
How to Create a WISP: Complete Guide for Tax Professionals
Learn how to create a WISP that meets IRS Publication 4557 and FTC Safeguards Rule requirements. 7-phase implementation guide for tax professionals.
IRS Cybersecurity Requirements: What Tax Preparers Must Do
Complete guide to IRS cybersecurity requirements. Mandatory security controls, WISP, Security Six, and how to avoid penalties as a tax preparer.
Common Cyberattacks on Tax Firms: How Hackers Get In
Tax firms face 300% more cyberattacks during tax season. Learn the 7 attack types targeting tax professionals and proven defenses.
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