Security You Can Count On
Your clients trust you with their most sensitive financial information. Agentic TAX is built with enterprise-grade security at every layer — so you can trust us with it.
SOC 2
Type 2 Certified
AES-256
Encryption Standard
MFA
Mandatory for All Users
Zero
Data Retention Default
Six Layers of Protection
From the moment data enters Agentic TAX to the moment it\'s purged, every layer is secured, monitored and controlled.
AWS Infrastructure
Enterprise Cloud Foundation
Agentic TAX is built on Amazon Web Services — the same infrastructure trusted by governments, financial institutions, and the world's most security-conscious organisations.
- Hosted in AWS data centres with ISO 27001 certification
- Multi-region redundancy and automatic failover
- Data encrypted in transit (TLS 1.3) and at rest (AES-256)
- Continuous infrastructure monitoring and threat detection
Anthropic AI
Safety-First AI Technology
Our AI engine is powered by Anthropic — an AI safety company whose Claude models are designed with security, honesty and reliability as foundational principles.
- Anthropic's Constitutional AI framework for safe outputs
- Models designed to refuse harmful or sensitive requests
- No training on user-submitted data
- Transparent AI reasoning in all review outputs
SOC 2 Type 2
Independently Verified Compliance
Agentic TAX holds SOC 2 Type 2 certification — the gold standard for cloud security compliance, independently audited by a third-party assessor.
- Covers Security, Availability, and Confidentiality criteria
- Annual independent audit and certification renewal
- Documented security policies and controls
- Available for review upon request under NDA
Multi-Factor Authentication
Every Access Verified
MFA is mandatory across all Agentic TAX accounts. No single credential can ever compromise access to your firm's review data.
- MFA required for all user accounts, no exceptions
- Supports authenticator apps (TOTP standard)
- Role-based access controls for team management
- Automatic session expiry and re-authentication
Auto Purge
Automatic Data Deletion
Every file submitted to Agentic TAX is automatically purged after the review is complete. No document lingers in our systems longer than necessary.
- Submitted files deleted immediately after review completion
- No long-term storage of client tax documents
- Automated deletion logs for your compliance records
- Configurable purge timing to suit your policies
Zero Data Retention
User-Controlled Data Policy
You are in complete control of your data. Agentic TAX operates on a zero-retention principle: your client data is never used, stored, or shared beyond the immediate review.
- Zero retention by default — no data kept after review
- User-configurable retention settings if required
- No data sold, shared, or used for AI training
- Full data lineage transparency on request
How Your Data Flows
A clear, transparent view of what happens from submission to purge.
Encrypted Upload
Your file is encrypted in transit using TLS 1.3 from the moment you hit submit.
Secure Processing
AI analysis runs in an isolated, secure environment on AWS infrastructure. No human ever reads your file.
Review Generated
Results are generated and returned to you. No results data is stored beyond your active session.
Automatic Purge
Your submitted file is automatically and permanently deleted. Zero trace remains in our systems.
Questions About Our Security?
Our team is happy to walk you through our security architecture and compliance documentation.
Contact Our Security Team