Encryption
Sensitive tax and financial data is protected in transit and at rest using industry-standard encryption.
- TLS 1.2+ for all data in transit
- Encrypted storage for documents and credentials
- Secure session handling across all portals
Beta
TaxMarket Pro is currently in beta. Access is available by invitation only.
During beta, new accounts must be invited by a TaxMarket Pro administrator.
Security & compliance
Enterprise-grade protection for regulated tax work
TaxMarket Pro is built for firms that handle sensitive financial data at scale. Encryption, access control, audit trails, and platform monitoring are foundational — not afterthoughts.
Security architecture
Defense in depth across every layer
From data at rest to user permissions to operational visibility — TaxMarket Pro protects your firm, your clients, and your marketplace relationships.
Secure document sharing
Client and preparer document exchange happens inside governed workspaces — not unsecured email threads.
- Scoped access per client workspace
- Upload and download audit trails
- Request-based document fulfillment
Role-based permissions
Six portal experiences with granular role controls ensure users see only what their job requires.
- Firm admin, preparer, client, and platform roles
- Organization-scoped data isolation
- Least-privilege access by default
Audit logs
Activity across jobs, documents, assignments, and marketplace actions is recorded for accountability.
- User and system event timelines
- Job and workspace activity history
- Compliance-ready audit visibility
Platform monitoring
Platform operators maintain system health, incident visibility, and operational oversight at scale.
- System health dashboards
- Operational alerting and diagnostics
- Multi-organization governance tools
Data protection
Data handling practices designed for regulated tax environments and enterprise firm requirements.
- Tenant isolation across organizations
- Secure authentication flows
- Enterprise onboarding and support
Security is part of the product — not a sales slide
Every portal — firm, client, preparer, and platform — inherits the same security model. Your team gets the controls they need without slowing down season operations.
Beta
TaxMarket Pro is currently in beta. Access is available by invitation only.
During beta, new accounts must be invited by a TaxMarket Pro administrator.
Ready to run your firm on a modern operating system?
See how TaxMarket Pro connects operations, marketplace capacity, and client experience — without ripping out what already works.