Compliance & Security
Overview.
We built TaxFort specifically for tax professionals and accounting firms who need enterprise-grade security, immutability, and client data isolation.
Our Commitment to You
All documents are stored with high-level encryption both at rest and in transit. Once a document is marked as final, it becomes non-rewritable and non-erasable, satisfying regulatory requirements for document retention.
01. Data Protection & Encryption
At Rest
All files are encrypted at rest using AES-256 by our primary storage provider, Backblaze B2.
In Transit
All traffic is encrypted in transit using TLS 1.3 via Cloudflare, ensuring no unencrypted data leaves our infrastructure.
02. Immutability & Retention (WORM)
Final documents (filed returns, signed engagement letters, IRS transcripts) are automatically stored in Compliance-mode Object Lock with a 10-year default retention.
Once locked, files are non-rewritable and non-erasable — even we cannot modify or delete them. This provides a true WORM (Write Once, Read Many) audit trail.
Source documents remain fully versioned and editable, with old versions permanently retained for audit trails.
03. Client Data Isolation
Strict Isolation
Per-taxpayer isolation using unique UUID structures ensures no data leakage between clients.
Granular IAM
Accounting firms receive specific IAM access keys that only allow access to authorized clients.
04. AI-Powered Auditability
- AI automatically sorts and renames uploads into year + category folders
- Full audit logging of every upload, view, download, and permission change
- Detailed version history available for every document in the system
- Instantly searchable metadata for transparency and reporting
05. Compliance Foundation
Infrastructure
Built on Backblaze B2 + JuiceFS, leveraging SOC 2 Type II compliant storage infrastructure.
Regulatory Standards
Designed to support SEC 17a-4(f), IRS Publication 583, and AICPA record retention requirements.
We are preparing for a full SOC 2 Type II report in 2026.
Ready to secure your firm?
Our team is ready to discuss how TaxFort can provide the gold standard for document security.