Bank-Level SecurityFor Your Tax Practice
Your clients trust you with their most sensitive financial information. We protect that trust with enterprise-grade security, comprehensive compliance, and transparent privacy practices.
Comprehensive Security Controls
Multi-layered security architecture protects your practice and client data with industry-leading security controls and monitoring.
End-to-End Encryption
All data is encrypted using AES-256 encryption both in transit and at rest, the same standard used by banks and government agencies.
- AES-256 bit encryption
- TLS 1.3 for data in transit
- Encrypted database storage
- Key rotation and management
Multi-Factor Authentication
Advanced authentication protocols ensure only authorized users can access your sensitive tax data and client information.
- TOTP-based 2FA
- SMS verification backup
- Biometric authentication support
- Single sign-on (SSO) integration
Continuous Monitoring
24/7 security monitoring with real-time threat detection and automated response to potential security incidents.
- Real-time threat detection
- Automated incident response
- Suspicious activity alerts
- Comprehensive audit logging
Secure Infrastructure
Enterprise-grade infrastructure with redundancy, backup systems, and disaster recovery protocols.
- AWS SOC 2 compliant hosting
- Automated daily backups
- Multi-region redundancy
- 99.99% uptime guarantee
Access Controls
Granular permission controls and role-based access ensure users only see what they need to see.
- Role-based access control
- Granular permissions
- Session management
- Automated access reviews
Data Protection
Advanced data loss prevention and privacy controls to protect sensitive client information.
- Data loss prevention (DLP)
- Privacy by design
- Right to be forgotten
- Data minimization practices
Industry Certifications & Compliance
We maintain the highest industry standards and certifications to ensure your practice meets all regulatory and compliance requirements.
SOC 2 Type II
Comprehensive audit of security controls and processes
SSAE 18 Compliant
Attestation standards for service organizations
PCI DSS Level 1
Payment card industry data security standards
IRS Authorized
IRS approved e-file provider with full compliance
FISMA Certified
Federal information security management standards
HIPAA Compliant
Health information privacy and security standards
Additional Security Measures
Beyond our core security features, we implement comprehensive security practices throughout our organization and infrastructure.
Security Dashboard
Privacy & Data Protection
We believe privacy is a fundamental right. Our privacy practices are designed to give you control over your data while meeting the highest industry standards.
Transparent Practices
Clear, understandable privacy policies with no hidden data collection or sharing practices.
Data Minimization
We only collect data necessary for service delivery and delete data when no longer needed.
User Control
Full control over your data with easy export, deletion, and modification capabilities.
Ready to Experience Enterprise Security?
Join thousands of tax professionals who trust our platform with their most sensitive client data. See our security measures in action.