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Security

Enterprise-grade security and controls

How we protect your data

Encryption

Your data is encrypted whenever it is sent and whenever it is stored. Documents stay private by default.

Access Controls

Each person on your workspace only sees what they need to. Sign in with a password or with Google.

Data Isolation

Every workspace is kept separate. Your information is only visible to you and the people you invite.

Monitoring & Logging

We keep a record of important actions so we can spot anything unusual. Sensitive details like passwords are never stored in those records.

Infrastructure

We run on trusted cloud providers with strong protections in place to keep your account safe.

Payments & Identity

Card and bank details are handled by a trusted payments partner and never touch our servers. Tax professionals verify their identity before working with clients.

Data Lifecycle

You can request export, correction, or deletion of your data, subject to legal and tax-record retention requirements. We keep data only for documented purposes and retention periods.

Backups & Recovery

Your data is backed up regularly, so it can be restored quickly if something ever goes wrong.

Privacy by Design

We collect only what we need to do your taxes, and your information is never sold or shared with third parties.