Free resources for tax preparers navigating IRS Publication 4557, the FTC Safeguards Rule, and PTIN renewal requirements.
If you're a tax preparer, enrolled agent, or CPA, you've probably heard the term WISP thrown around — but what exactly is it, and do you actually need one?
Read articleIRS Publication 4557 is one of the most important documents for tax professionals — and one of the least read. Here's what it actually requires.
Read articleEvery year 810,000+ tax preparers renew their PTIN. Most don't realize Line 11 contains a certification that could create serious legal exposure.
Read articleThe FTC Safeguards Rule requires tax preparers to protect consumer data. Here's everything you need to know about what it requires and who it applies to.
Read articleMost tax preparers never think about what happens when they're on the other side of an audit. Here's what an FTC investigation looks like — and why no WISP makes it much worse.
Read articleNot all WISPs are created equal. A generic template may look like a WISP but won't provide real protection. Here are the 9 things the FTC and IRS require.
Read articleMany tax preparers assume their website privacy policy satisfies their data security obligations. It doesn't. Here's the important difference between the two.
Read articleThe FTC requires employee security training — but it doesn't require expensive software. Here's how small tax firms can satisfy this requirement easily and free.
Read articleIf you've searched online for a WISP, you've probably found dozens of free templates. Here's what a template provides, where it falls short, and how a customized WISP is different.
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