Built to handle sensitive tax data responsibly
TaxResOS firms handle SSNs, IRS transcripts, and financial records. Security isn't a feature we bolted on — it shapes how the platform is built.
Tenant isolation
Every firm gets a logically isolated workspace. One firm's clients, cases, and documents are never visible to another firm on the platform.
Encryption in transit and at rest
Data is encrypted in transit over TLS and encrypted at rest in our database and file storage.
Role-based access control
Firm owners control who on their team can access what — cases, billing, and firm settings are gated by role.
Secure client document collection
Clients upload documents directly into their case through a secure portal, replacing unencrypted email attachments.
Audit visibility
Case activity and status changes are tracked so firms can see who did what and when on a given case.
Responsible vulnerability reporting
If you believe you've found a security issue, email security@taxresos.com and we'll respond promptly.
TaxResOS is not yet formally certified under a third-party security framework (such as SOC 2). If your firm requires specific compliance documentation, contact us to discuss your requirements.
Ready to modernize your tax resolution practice?
Book a demo and see how TaxResOS replaces your patchwork of tools with one platform.