Security

Know how your financial data and AI work are handled

See where data may be processed, who can access it, how AI suggestions are controlled, and what always stays in human hands.

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Three safeguards keep financial work understandable before you act.

Numbers keep their support

Prepared materials carry calculation checks, supporting records, missing-item notes, and review limits before use.

Calculation checks before generated materials are trusted.
Source-tied documents and review notes for the selected company-year.
Workflow stops when outside confirmation is missing.

Records stay account-bound

Company records, generated materials, and consent evidence remain tied to the authenticated account and company workspace.

Authenticated access and role-aware workspace boundaries.
Secure transport and provider-managed infrastructure safeguards.
Privacy and AI Data Processing disclosures stay linked from public pages.

AI suggestions stay visible

Suggestions stay framed as prompts and questions, not tax advice or final signoff choices.

Task-scoped context for the selected company-year.
Assumptions, missing evidence, and owner confirmations stay visible.
Uploaded tax, banking, document, and chat content does not train public models.

What OPTAX does, and where it stops

These are the limits that matter before you upload records or rely on an output.

Company records stay tied to the authenticated account and workspace.
You review decisions and any change to the books.
OPTAX prepares reviewable work; external actions and submissions stay under human control.
Important outputs keep their supporting records and open questions.
Uploaded content is not used to train public AI models.

Core service providers

Core providers support hosting, payments, and bank connections. OPTAXEL LLC and approved service providers may process data in Canada, the United States, or other disclosed provider regions under applicable safeguards.

For AI/data-processing providers and analytics, read the Privacy and AI Data Processing pages.

Google Cloud

Cloud infrastructure for the product workspace.

Stripe

Payment processing and billing records.

Plaid

Bank connection infrastructure when you choose to connect accounts.

Trust boundary

What we can say, and what we cannot yet claim

Security controls roadmap in progress

If an outside confirmation is missing, OPTAX stops and asks for review instead of presenting an uncertain result as complete.

Third-party audit and regulatory status appear only when formal evidence is available.
Tax-efficiency signals are review prompts, not promised savings or final tax advice.
Filing control and professional judgment stay with the owner, authorized representative, or CPA.

Common questions before you upload

Plain answers to what owners ask about their financial data and AI-assisted review.

Where does my financial data go, and who can see it?: Account-scoped records use authenticated, role-aware access. OPTAXEL LLC and approved service providers may process data in the regions disclosed for the applicable service under appropriate safeguards. Market privacy notices provide current deployment details.
How is AI controlled?: AI-assisted recommendations are presented as reviewable prompts with assumptions, missing evidence, and owner confirmation points. They do not replace professional judgment or silently change records and take external action.
How are documents tied back to sources?: Generated materials reference saved company and period data, evidence status, and review notes. You control downloads, sharing, approvals, and any external submission.
What happens if a provider response cannot be confirmed?: If a provider confirmation is missing, OPTAX stops the workflow and asks for review instead of presenting signup, package, or AI output as successful.

Start with your data and decisions under your control.

Open one company workspace, inspect the financial picture, and keep final business and filing decisions with the people responsible.

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