Security
Client data protection built for tax professionals
TaxBase is built so you can put client information to work without putting it at risk, anonymized, encrypted, and never used to train models.
Local anonymization
Sensitive identifiers are stripped on your side before anything is sent for processing.
TLS in transit
All data moves over encrypted connections using modern TLS.
AES-256 at rest
Stored data is encrypted at rest with industry-standard AES-256.
No AI training
Your client data is never used to train AI models - ours or anyone's.
How TaxBase reduces sensitive data exposure
- 1
Anonymize before transmission
Personal identifiers are removed locally so raw client data does not leave your environment.
- 2
Encrypted transport
What does leave is sent over an encrypted TLS connection.
- 3
Encrypted storage
Anything retained is stored encrypted at rest.
- 4
Controlled AI processing
Processing happens under strict provider agreements with no training on your data.
Security practices firms expect
- Role-based access controls so data stays on a need-to-know basis
- Audit logging across account and workflow activity
- Provider agreements that prohibit training on your data
- Configurable data retention and deletion
- Outputs positioned as drafts the professional reviews and approves
Security questions
How does anonymization work?
Identifying details are removed on your side before transmission, so the processing layer works with de-identified data wherever possible.
How is my data encrypted?
Data is encrypted in transit with TLS and at rest with AES-256.
Is my client data used to train models?
No. Your client data is never used to train AI models, and provider agreements prohibit it.
Can I get security documentation for firm approval?
Yes, reach out through the contact page and we'll provide the security details your firm needs to sign off.
Need security details for firm approval?
We'll provide the documentation your firm needs to get TaxBase approved.