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★ Security & Compliance

Enterprise-Grade Security You Can Trust

Client data security isn't a feature, it's our foundation. SOC 2 Type II certified, GDPR compliant, and built for the regulatory demands of professional tax practice.

Verified & audited

Certifications & Compliance

SOC 2 Type II

Annual audit completed
February 2026

Certified

GDPR

Data processing
agreements available

Compliant

CCPA

California privacy rights
supported

Compliant

Defense in Depth

Built-In Security at Every Layer

From infrastructure to application to data handling, security is embedded in every aspect of taxvelocity.ai

SOC 2 Type II Certified

Independently audited security controls covering security, availability, processing integrity, confidentiality, and privacy.

End-to-End Encryption

AES-256 encryption at rest and TLS 1.3 in transit. Your client data is encrypted from upload to storage to retrieval.

Role-Based Access Control

Granular permission management ensures users only access data they're authorized to see. Full audit trail of all access.

Infrastructure Security

Hosted on AWS with multi-region redundancy, DDoS protection, and 99.9% uptime SLA. Annual penetration testing.

Complete Audit Trails

Every query, recommendation, and data access is logged with timestamps, user identity, and full context for compliance reviews.

Data Residency Control

Choose where your data is stored and processed. Support for US, EU, and region-specific compliance requirements.

Your questions answered

Transparent Data Handling

01 How is my client data used?

Your data is used exclusively to provide AI-powered tax services to you. We never use your data to train general AI models, share it with third parties, or use it for any purpose other than delivering our service to your firm.

02 Where is data stored?

Data is stored in SOC 2 certified AWS data centers within your chosen region (US, EU, or other supported regions). All data is encrypted at rest with AES-256 and replicated across multiple availability zones for redundancy.

03 Can I delete my data?

Yes. You can request deletion of your data at any time through the admin dashboard or by contacting our team. We honor deletion requests within 30 days and provide written confirmation of completion, in line with GDPR and CCPA requirements.

04 Who can access my data?

Only the users you authorize within your firm can access your data, governed by your role-based permissions. Taxvelocity engineers do not access client data except in narrow, audited support scenarios with your explicit written consent, and every access is logged.

We Never Train on Your Data

Your client data is never used to train our AI models or shared with third-party AI providers. All AI processing happens in isolated, encrypted environments dedicated to your firm. This is a contractual guarantee, not just a policy.

How we protect you

Security Best Practices

Application Security

✓Multi-factor authentication (MFA) required
✓Session timeout and device management
✓IP allow listing and geo-restrictions
✓SAML/SSO integration available

Infrastructure Security

✓Annual third-party penetration testing
✓Continuous vulnerability scanning
✓Automated backup and disaster recovery
✓24/7 security monitoring and incident response

Organizational Security

✓Background checks for all employees
✓Security awareness training program
✓Incident response and breach notification procedures
✓Regular security policy reviews and updates

Data Privacy

✓GDPR data processing agreements
✓Right to erasure and data portability
✓Privacy impact assessments conducted
✓Data minimization and retention policies

Have Security Questions?

Our team is available to discuss your specific compliance requirements and provide detailed documentation.

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