Tax data is among the most sensitive financial information in existence. Soraban's infrastructure is designed around that fact — not bolted on afterward.
SOC 2
Type II certified — independently audited every year
NIST
IAL2 identity verification for IRS 8879 e-signatures
0
client documents retained after the defined retention period
Built using the most reliable infrastructure for handling sensitive financial data — with controls that go beyond the basics.
Annual third-party audits verify controls across availability, confidentiality, and data integrity. Firm and account data independently confirmed.
Multi-factor authentication and strong password enforcement protect firm accounts against unauthorized access.
Every action is logged with a complete audit trail. Full visibility into data access and changes for integrity verification.
Partnered with best-in-class cloud providers with enterprise-grade security, redundancy, and uptime guarantees.
Firewall rules and traffic filtering protect the platform against distributed denial-of-service attacks and malicious traffic.
Systems are continuously patched and updated. Security vulnerabilities addressed rapidly to keep client data protected.
Soraban's AI tools operate on your client data to do their job — and nothing else. Client documents, extracted fields, and firm information are not used to train models, improve third-party systems, or shared with any external AI provider for learning purposes.
AICPA SOC 2 TYPE II
IRS-COMPLIANT E-SIGNATURE
DATA RETENTION POLICY
ENCRYPTION
See how Soraban handles client data — before you commit to anything. Under 30 days to your first live season.