Encryption
Sensitive tax and financial data is protected in transit and at rest using industry-standard encryption.
- TLS 1.2+ for all data in transit
- Encrypted storage for documents and credentials
- Secure session handling across all portals
a11y.marketingMain
Beta
TaxMarket Pro is onboarding founding firms through invitation-only early access.
Pilot firms are reviewed personally. We respond to demo requests within 1 business day.
Security & compliance
Enterprise-grade protection for regulated tax work
TaxMarket Pro is built for firms that handle sensitive financial data at scale. Encryption, access control, audit trails, and platform monitoring are foundational — not afterthoughts.
Security architecture
Defense in depth across every layer
From data at rest to user permissions to operational visibility — TaxMarket Pro protects your firm, your clients, and your marketplace relationships.
Secure document sharing
Client and preparer document exchange happens inside governed workspaces — not unsecured email threads.
- Scoped access per client workspace
- Upload and download audit trails
- Request-based document fulfillment
Role-based permissions
Six portal experiences with granular role controls ensure users see only what their job requires.
- Firm admin, preparer, client, and platform roles
- Organization-scoped data isolation
- Least-privilege access by default
Audit logs
Activity across jobs, documents, assignments, and marketplace actions is recorded for accountability.
- User and system event timelines
- Job and workspace activity history
- Compliance-ready audit visibility
Platform monitoring
Platform operators maintain system health, incident visibility, and operational oversight at scale.
- System health dashboards
- Operational alerting and diagnostics
- Multi-organization governance tools
Data protection
Data handling practices designed for regulated tax environments and enterprise firm requirements.
- Tenant isolation across organizations
- Secure authentication flows
- Enterprise onboarding and support
Security is part of the product — not a sales slide
Every portal — firm, client, preparer, and platform — inherits the same security model. Your team gets the controls they need without slowing down season operations.
Beta
TaxMarket Pro is onboarding founding firms through invitation-only early access.
Pilot firms are reviewed personally. We respond to demo requests within 1 business day.
Ready to run your firm on a modern operating system?
See how TaxMarket Pro connects firm operations, marketplace capacity, and client experience. Demo requests receive a response within 1 business day.
Expected response time: 1 business day