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SOC 2 Type I certified. HIPAA and PCI DSS compliant. 256-bit encryption at rest and in transit. Your data is protected at every layer.
Tax Form Hero meets rigorous federal and industry standards for data protection and security.
Achieved SOC 2 Type I compliance as of October 28, 2025 — issued by an independent AICPA auditor. Currently undergoing SOC 2 Type II observation to further strengthen our compliance posture.
Full administrative, technical, and physical security measures are in place to safeguard Protected Health Information (PHI) in accordance with HIPAA regulations.
Every payment processing instrument used by Tax Form Hero complies with PCI DSS standards for securely transferring and encrypting credit card information.
Multiple layers of security protect every account, transaction, and filing on our platform.
Clients can activate 2FA via Google Authenticator or Authy by Twilio to add an additional layer of account security beyond passwords.
Incoming traffic is filtered and inspected for harmful patterns, ensuring only authorized and authentic access is granted to the system.
Real-time antivirus software monitors files, applications, and device behavior to detect irregularities and prevent possible attacks before they occur.
Data-in-rest, data-in-motion, and data-in-use are all encrypted. Production database access is restricted to personnel with a specific need.
One-time identity verification is required for each Tax Form Hero account. This helps stop false refund claims, unauthorized form submissions, and illegal credit card use.
Pre-established fraud patterns (unique for every form type) are used to automatically identify questionable tax filings and prevent false refund claims.
Security is integrated throughout the development cycle using DevOps methodology, ensuring secure software creation with common security measures applied at every stage.
Plans to eliminate and neutralize possible security risks and weaknesses are created during application development — before issues reach production.
A dedicated security checklist for APIs identifies and removes potential security flaws in our API endpoints, protecting sensitive data from exposure.
Simplified countermeasures are in place for any unforeseen security incidents, with a consistent escalation process including clearly defined individuals and notification protocols.
Standard DLP procedures are followed to prevent sensitive data from being lost or exfiltrated. Regular data backups are executed and data is fragmented as an additional safeguard.
Comprehensive security rules covering periodic audits, vulnerability assessments, access controls, and encryption techniques are strictly adhered to across the organization.
The Tax Form Hero team is well-versed in data security and consistently stays informed of emerging technologies and security measures. This awareness culture fortifies our collective defense.
Penetration testing procedures are aligned with OWASP guidelines — a thorough manual for locating and addressing security flaws in web applications. Systems are tested regularly to find weaknesses.
Our application and network are routinely scanned and monitored for security risks. Event logs are analyzed whenever a threat is detected to enable preventive mitigation.
A series of server hardening procedures is in place to eliminate attack surfaces on our servers, following industry best practices for system security.