Bank-Level Security
Your financial data deserves the highest level of protection
256-bit Encryption
All data encrypted in transit and at rest using industry-leading AES-256 encryption
Zero-Knowledge Architecture
We cannot access your raw tax documents - only anonymized analysis data
SOC 2 Compliant
Independently audited security controls meeting enterprise standards
Comprehensive Security Features
Data Protection
End-to-End Encryption
Data encrypted from upload to analysis to storage
Automatic File Deletion
Original PDFs permanently deleted after text extraction
Data Anonymization
Personal identifiers removed before AI analysis
Secure Cloud Storage
AWS infrastructure with multi-region redundancy
Access Controls
Multi-Factor Authentication
Optional 2FA for enhanced account security
Session Management
Automatic logout and session encryption
Role-Based Access
Granular permissions for different user types
Audit Logging
Complete access logs for security monitoring
Compliance & Certifications
SOC 2 Type II
Security & availability controls
GDPR Compliant
EU privacy regulation adherence
CCPA Compliant
California consumer privacy
IRS Standards
Tax data handling compliance
Infrastructure Security
- Dedicated security infrastructure
- Network segmentation and isolation
- Advanced firewall protection
- 24/7 security monitoring
- Automated backup systems
Operational Security
- Background-checked security team
- Regular security training
- Vulnerability testing program
- Incident response procedures
- Continuous security updates
Security Best Practices for Users
Before Uploading Documents:
- • Remove or redact Social Security Numbers
- • Black out bank account numbers
- • Obscure routing numbers
- • Hide personal identification numbers
- • Keep only tax calculation information visible
Account Security:
- • Use a strong, unique password
- • Enable two-factor authentication
- • Log out from shared computers
- • Monitor account activity regularly
- • Report suspicious activity immediately
Security Questions or Concerns?
Our security team is available to address any questions about data protection and security policies.