TaxWorkpaper AI is built for accounting firms handling sensitive client data. Tenant isolation, role-based access, and full audit history are part of the platform — not bolted on later.
Every firm's data is isolated at the database level with row-level security. One firm can never read, edit, or delete another firm's clients, accounts, or entries.
Firm admins control who joins the workspace and what they can do. Members and admins have clearly scoped permissions across engagements.
Sign-offs and engagement locking create an auditable record of who prepared and reviewed each engagement.
Account-level and engagement-level history captures every change — the user, the field, and the old and new values — so nothing happens silently.
QuickBooks Online refresh tokens are encrypted at rest and rotated automatically; connections are scoped per firm.
Public lead-capture forms are protected with Cloudflare Turnstile to prevent automated spam and abuse.
We maintain the legal and operational documentation accounting firms expect when evaluating software. Review our public policies below, and reach out to info@taxworkpaperai.com with any questions.
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