Guides, insights, and compliance updates for tax professionals navigating IRS and FTC security requirements.
IRS WISP Requirements for 2026: The Complete Guide for Tax Professionals
February 10, 2026
Everything you need to know about WISP requirements — who needs one, what goes in it, and how to create one without hiring a consultant.
Read more →WISP Templates vs. AI-Generated WISPs: Which Is Right for Your Tax Practice?
February 10, 2026
An honest comparison of free templates, fillable PDFs, and AI-powered platforms for creating your Written Information Security Plan.
Read more →IRS Publication 5708 Explained: A Plain-English Guide for Tax Professionals
February 10, 2026
The official IRS WISP guide is 28 pages of government language. Here's what it actually says and what you need to do.
Read more →Do I Need a WISP If I'm a Solo Practitioner? Yes — Here's What to Do
February 10, 2026
The FTC makes no distinction between a 50-person firm and a one-person practice. Here's exactly what a solo practitioner WISP needs.
Read more →How to Do a WISP Risk Assessment for Your Tax Practice (Step-by-Step)
February 10, 2026
A risk assessment is a core FTC Safeguards Rule requirement. Here's how to do one across all 5 security categories.
Read more →What Happens If You Don't Have a WISP? Penalties, Risks, and Real Consequences
February 10, 2026
FTC fines up to $53,000 per violation, insurance denials, client lawsuits, and PTIN complications. What's actually at stake.
Read more →FTC Safeguards Rule Audit Checklist for Tax Professionals: Are You Actually Ready?
February 25, 2026
A practical, line-by-line checklist covering every FTC Safeguards Rule requirement — so you know exactly where you stand before an examiner does.
Read more →Vendor Management for Tax Firms: What the FTC Safeguards Rule Actually Requires
February 25, 2026
Your tax software, cloud storage, and email provider all touch client data. Here's how to document, assess, and manage third-party vendors the right way.
Read more →Password and MFA Policy for Tax Firms: What Your WISP Must Include
February 25, 2026
Weak passwords and missing multi-factor authentication are the #1 cause of tax preparer data breaches. Here's exactly what your WISP password policy needs to say.
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