Security and trust
Your clients' data, processed by AI in the US only. Never retained. Never used for training.
That's our AI provider's written commitment. And nothing the AI prepares is final until a professional approves it.
Request a demoAI that keeps nothing.
AI requests run in the US only, with zero data retention and no model training, under a written commitment from our AI provider. Only approved models are used; any other is refused.
- QuickBooks Online
- TAXFINAI
- AI model (US only)Zero retention · No training
- Draft
- Reviewer approval
AI prepares. Accountant decides.
Whether AI drafts a single comment or prepares the whole close, a professional approves the file. AI never signs off. Cycles are approved by people, and once your firm has two reviewers, no one approves their own work.
Changes on record, before and after.
The audit log records who changed what and when, with before and after values, across jobs, team, checklists, rates and review worksheets.
Access under control.
Role-based permissions by position, two-factor authentication, and QuickBooks Online connected through OAuth with encrypted tokens.
Need the details?
Request our security questionnaire. We'll walk your team through controls, data flows and pilot terms.
Request the security questionnaire