We don't treat security as a feature. It is the foundation of our entire architecture. Your client data is encrypted, isolated, and continuously monitored.
Data at rest is encrypted using AES-256 (Advanced Encryption Standard). Data in transit is secured via TLS 1.3.
We host strictly on Google Cloud Platform regions that are fully SOC 2 Type II and ISO 27001 compliant.
Granular permission controls ensure staff only see what they need. You control the keys to your firm's data.
Our AI processes data in ephemeral containers. We do not use your client data to train public models.
Every action—view, edit, export—is immutably logged. You have a forensic trail of all firm activity.
Built-in checks for IRS Pub 4557 and FTC Safeguards Rule compliance. We handle the checklist for you.