We hold your clients' data to the same standard you do. Every layer of Tax Slate is designed to protect sensitive financial information.
All data is encrypted in transit using TLS 1.2+ and at rest using AES-256. Your clients' financial information is never exposed in plaintext.
Every firm's data is completely isolated using row-level security. Your clients, analyses, and workpapers are never visible to other firms — not even to our staff.
Every login requires a password plus a one-time code from your authenticator app. Even if a password is compromised, your account stays protected.
Admins and staff have different permission levels. You control who can see, edit, and delete data within your firm.
Configurable retention periods automatically clean up old draft and finalized records on a daily schedule, helping you meet document retention requirements.
Key actions — record creation, updates, deletions, exports, and data access — are tracked with timestamps and user attribution for full accountability.
Tax Slate is designed to support your firm's obligations around client data confidentiality, document retention, and access control. Our platform provides the tools you need to demonstrate due diligence to your clients and regulators.