Security & Compliance You Can Trust
We safeguard your clients' most sensitive financial data with enterprise-grade security and rigorous compliance protocols.
End-to-end Encryption
SOC 2 Type II
Monitoring Systems
24/7 intrusion detection
Quarterly scans & annual pen tests
Access Control
Multi-Factor Authentication & Role-based permissions
Regulation Compliant
TLS 256-bit in transit & at rest
No AI Training on Your Data
Your data and your clients' data is never used to train, fine-tune, or improve AI models. Period.
No Data Retention by Partners
Our AI technology partners (OpenAI, Anthropic, Google) never store or train on your client data.
No "Humans in the Loop"
Only your team has access to your data. We never use manual human review on our side.
Secure Document Processing
Documents are processed through our proprietary server, redacted, and securely stored within AWS infrastructure.
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Customer Stories
Trusted by firms across the board
"Research used to be a black hole. Now, I just type the question and get a citable IRS answer in seconds."
Tax ManagerSama Tributa
"80% faster first drafts. What used to take us two days is now done in two hours."
Managing PartnerNorthbridge Tax Advisory