Blog
Latest articles, insights, and updates from the blog.
IRS Written Information Security Plan: 2026 Guide
Build your IRS Written Information Security Plan (WISP) for 2026. Covers who must comply, required components, risk assessment steps, and development options.
Phishing Attacks on Tax Professionals: How to Fight Back
Defend your tax practice from phishing attacks targeting EFINs and client data. Essential security controls, FTC Safeguards compliance, and threat protection.
Firewall Setup for Tax Offices: Network Protection Guide
Complete Security Six firewall setup for tax offices. IRS-compliant configuration, hardware selection, VPN setup, and compliance documentation.
Tax Data Backup Plan: Protecting Client Records
Create an IRS-compliant tax data backup plan meeting Security Six requirements. Automated backups, immutable storage, testing procedures for tax preparers.
Two-Factor Authentication for Tax Software: Setup Guide
Complete two-factor authentication setup guide for tax software. Meet IRS Security Six requirements with platform-specific instructions for Drake, CCH, Lacerte.
Why Small Businesses Get Hacked (and How to Stop It)
43% of cyberattacks target small businesses. Learn why attackers choose SMBs, the 4 most common attack vectors, and 5 defenses that stop most breaches.
Cybersecurity for Tax Professionals 2025: Complete IRS Compliance Guide
Complete IRS cybersecurity compliance guide for tax professionals—Publication 4557, Pub 1075, FTC Safeguards, WISP requirements, and EFIN protection.
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
Complete VPN setup guide for tax professionals. Meet IRS Security Six requirements with AES-256 encryption, MFA, and compliant remote access solutions.
Free Incident Response Plan Template for Tax Firms
Free IRS-compliant incident response plan template for tax practices. Includes team roles, breach notification procedures, and WISP integration requirements.
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
Essential 2026 tax preparer cybersecurity compliance guide: IRS PTIN requirements, FTC Safeguards Rule, WISP development, and enforcement penalties.
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