Your clients' data is our top priority

As tax advisors, you handle some of the most sensitive financial information. We know that entrusting Tax Maverick with that data requires confidence in our security practices. Protecting your clients' information and maintaining your firm's compliance are fundamental to our mission.

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Robust encryption & secure infrastructure

Data encryption in transit and at rest

We use industry-standard TLS/SSL protocols to secure data moving between your browser and our servers, and we encrypt stored data using modern encryption algorithms.

ISO-certified data centers

Our infrastructure is hosted on reputable cloud providers with multiple layers of physical and network security, including 24/7 monitoring, biometric access controls, and redundant power and connectivity.

Regular security audits

We perform internal and third-party penetration testing and security assessments to proactively identify and remediate potential vulnerabilities.

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Compliance & privacy

Tax data confidentiality

We adhere to best practices for handling sensitive personal data and comply with applicable regulations in the jurisdictions we operate. Our policies are designed to support compliance with data protection laws such as GDPR, CCPA, and other relevant standards.

Restricted access

Access to your data is limited to authorised personnel who need it to support or maintain the platform. We employ role-based access controls and monitor all access logs for anomalies.

Regular backups & disaster recovery

We maintain secure, automated backups and a tested disaster recovery plan to ensure business continuity and data integrity.

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User controls & transparency

Granular permissions

Assign user roles and permissions within your firm to control who can view, edit, or share sensitive information.

Audit logs

Track activity within your account for accountability and compliance reporting.

Clear privacy policies

Our privacy policy outlines how we collect, use, share, and protect data. We strive to be transparent and easy to understand.

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Security is not a one-time project—it's an ongoing commitment.

We invest in training, tools, and processes to stay ahead of evolving threats, and we welcome questions or feedback from our customers

Have security questions?

If you need more details about our security or compliance practices, please contact us at support@taxmaverick.com or through our support portal. We're happy to provide additional documentation or complete vendor assessments.

Contact Support

Join the movement

By choosing Tax Maverick, you're partnering with a provider that treats your
clients' data with the highest level of care. We're committed to earning and
maintaining your trust—every day.

After you've learned about our security practices, start your free 14-day trial or book a demo
to see how we can support your advisory practice safely and securely.

No obligation—cancel anytime