Technology October 2, 2026
What the FTC Safeguards Rule Actually Requires From Tax and Accounting Firms
A plain-language breakdown of what the FTC Safeguards Rule and IRS Publication 4557 mean for tax and accounting firms.
Financial Reporting June 17, 2026
FTC Safeguards Rule and Client Tax Data: What Your Hosting Environment Actually Needs to Comply
The rule defines "financial institution" broadly enough to capture tax preparation firms and financial advisors directly, not just banks and lenders.