You're trusting us with your most sensitive financial information. Here's how we protect it.
Encrypted Everywhere
All data is encrypted with 256-bit AES at rest and TLS 1.3 in transit. Your tax documents, financial data, and AI conversations are protected at every layer.
You Own Your Data
Your tax history, documents, strategies, and Ledger belong to you — not us, and not your CPA. You can export or delete your data at any time.
Explicit Access Controls
CPAs only see your data when you grant access. Permissions are scoped, logged, and revocable. When you end an engagement, access is revoked immediately.
No Data Selling. Ever.
We never sell your personal or financial data to third parties. Your information is used only to power your Logos experience — strategy analysis, document processing, and AI conversations.
Secure Document Storage
The Vault uses isolated, encrypted storage for every user. Documents are scanned for integrity, organized automatically, and backed up across multiple regions.
SOC 2-Aligned Practices
Our security practices are aligned with SOC 2 Type II standards. We implement access controls, audit logging, incident response procedures, and regular security reviews.
Security isn't a feature — it's how the platform is built.
All API endpoints require authentication and are rate-limited
Database access is restricted through row-level security policies
Session tokens are short-lived and rotated automatically
CPA access permissions are logged in an immutable audit trail
Financial data connections (Plaid, QBO) use OAuth — we never store your bank credentials
AI conversations are processed in isolated sessions and not used to train models
Regular dependency audits and vulnerability scanning
Infrastructure hosted on SOC 2-certified cloud providers
Most tax platforms treat your data as their asset. We treat it as yours.
You can export your full Ledger, download every document in your Vault, and request complete account deletion at any time. No retention tricks, no dark patterns.
If you leave Logos, your data leaves with you.
Export your Ledger
Download all documents
Delete your account
Revoke CPA access
We take security questions seriously. Reach out and we'll respond personally.
Contact Security Team