Your data is protected at every step
Tax documents contain some of the most sensitive information you have. We built our security architecture to treat it accordingly: anonymization, encryption, and enterprise-grade infrastructure.
How we protect your personal information
Before any data reaches our AI model, it passes through a security layer that identifies and separates personally identifiable information. This ensures your sensitive details never touch our reasoning engine.
Document Ingestion
Your documents enter our secure processing environment. All uploads are encrypted in transit using TLS 1.3.
PII Detection
A dedicated security layer scans document content and structure to identify personally identifiable information based on both content patterns and location context.
Data Separation
Identified PII is separated from the document content. Only the information necessary for tax preparation (figures, categories, and relationships) is passed to our AI model.
AI Processing
Our reasoning model analyzes the anonymized data to evaluate filing strategies, apply IRS rules, and identify the best defensible path. No PII touches the model.
Reassembly
Once processing is complete, the separated PII is reintegrated to produce a complete, submittable return. The final document is encrypted and stored securely.
Result: Your AI-powered tax return is prepared without your personal information ever touching the model.
Enterprise-grade infrastructure
Beyond anonymization, your data is protected by multiple layers of security across our entire infrastructure, from transmission to storage to IRS submission.
AWS Infrastructure
Hosted on Amazon Web Services with enterprise-grade security controls, redundancy, and high availability across multiple availability zones.
Encryption at Rest
All stored data is encrypted using AES-256 encryption. Encryption keys are managed through AWS Key Management Service (KMS) with automatic rotation.
Encryption in Transit
All data transmitted between your browser and our servers, and between our systems and the IRS, is protected by TLS 1.3 encryption.
Access Controls
Role-based access controls ensure that only authorized personnel can access sensitive systems. All access is logged and auditable.
Security is not an afterthought
Our security posture extends beyond technology to include operational practices, personnel training, and continuous monitoring. We treat your tax data with the same care a partner at a top accounting firm would expect.
Trust Indicators
Secure filing to the IRS
When your return is ready, it is transmitted to the IRS through encrypted channels that meet or exceed all federal requirements. Your submission is tracked from our servers to IRS acknowledgment, with full audit trail documentation.
MeF Compliant
Modernized e-File system integration
Encrypted Channel
End-to-end encryption to IRS
Acknowledgment Tracking
Real-time status updates
Questions about our security practices?
We are happy to discuss our security architecture, compliance certifications, or data handling practices in detail.