Security
Your financial and personal data deserves bank-level protection. Here's how we keep it safe.
Encryption
AES-256 encryption at rest and TLS 1.3 in transit protect your data at all times.
SOC 2 Type II Compliant
Independently audited security controls meet industry standards for data protection.
Access Controls
Role-based permissions and multi-factor authentication prevent unauthorized access.
Regular Audits
Quarterly penetration testing and security reviews ensure ongoing protection.
Our Security Practices
Infrastructure Security
We host on enterprise-grade cloud infrastructure with 99.9% uptime SLA, automated backups, and disaster recovery procedures.
Data Isolation
Each user's data is logically isolated and encrypted with unique keys. CPAs can only access client data with explicit permission.
Payment Security
We use Stripe for payment processing and never store your credit card information on our servers.
Incident Response
We maintain a 24/7 security monitoring system and have documented incident response procedures to address any security events.
Responsible Disclosure
If you discover a security vulnerability, please report it to [email protected]. We appreciate responsible disclosure and will respond promptly.