How do you keep my data secure? (What technology do you use?)

We utilize an enterprise-grade technology stack to ensure your sensitive financial data is protected at the highest level:

  • Bank-Grade Security: Our client portals are powered by Truss, featuring SOC 2 Type II compliance and AES-256 encryption—the same security standard used by major financial institutions.

  • Identity Protection: We use multi-factor authentication (MFA) and TLS encryption for all data in transit.

  • Compliance: Our systems and workflows are fully compliant with IRS Publication 4557 (Safeguarding Taxpayer Data).