The Definitive Tax Preparer Identity Theft Prevention Plan for 2026
Non-compliance with the FTC Safeguards Rule carries a civil penalty of up to $51,744 per violation per day. For a growing firm, a single oversight…
WISP
GLBA Compliance for Tax Preparers: The Definitive 2026 Guide to the Safeguards Rule
Could a federal audit or a single security oversight dismantle the legacy you’ve spent decades building? As of June 2026, the regulatory environment…
Enrolled Agent Data Security Requirements: The 2026 Compliance Guide
In 2026, your EA license is only as secure as your digital perimeter. With the FTC now empowered to impose fines of up to $46,517 per violation, the…
The Secure Client Onboarding Process for Accountants: A 2026 Compliance Guide
With civil penalties for non-compliance now reaching up to $50,120 per violation in 2026, your first interaction with a new client is no longer just…
WISP & Cyber Security Training
Cybersecurity Training Topics for Accounting Staff: A 2026 Compliance Guide
Did you know that 81% of data breaches involve stolen credentials, yet many accounting firms still treat security as a mere IT checklist? You likely…
2026 Annual WISP Review Checklist for Financial and Tax Firms
Is your signature on Form W-12 Line 11 a statement of fact or a legal liability waiting to be triggered? As you approach the December 31 deadline for…
DIY WISP vs. Professional Service: Choosing the Right Security Path for Your Tax Practice
Your Written Information Security Plan isn’t just a document you file away; it’s a living defense system that determines whether your practice…
The Real Cost of a Data Breach for a Small CPA Firm in 2026
Did you know that 60% of small businesses that suffer a significant cyberattack cease operations within six months? For tax professionals, a security…
How to Convince Partners to Invest in a Disaster Recovery Plan for Your Accounting Firm
In the modern tax profession, a disaster recovery plan is not an optional IT expense; it’s a mandatory regulatory shield that protects a partner’s…
Selling a Tax Practice: The 2026 Security Due Diligence Checklist
In 2026, your tax practice’s cybersecurity posture is just as critical to your final sale price as your annual EBITDA. While you have spent years…