Legal

Security and data handling

How TaxJet AI handles client data, and how review and approval keep your firm in control of the work.

Last updated September 19, 2026

Draft for legal review

Security

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Two principles

Accounting runs on confidential records. TaxJet AI is built on two ideas: the accountant stays in control of the work, and client data stays protected and traceable.

Review and approval

TaxJet AI prepares, analyzes and organizes. It stops at “ready for review”.
An accountant reviews and approves work before anything is finalized, posted or submitted.
Work that depends on an approval, such as T2 return data built from the year-end, uses the approved information.
Filing and submission stay with your firm, in your software.

Traceability

Extracted information links back to the original document.
Duplicates, missing information and unclear amounts are flagged.
Tax planning opportunities state their assumptions, supporting sources, missing facts and risks.
Research answers come with supporting authoritative references.

Model training

Your documents, questions and outputs are not used to train TaxJet AI’s models or its AI providers’ models.

Encryption

Client data is encrypted in transit and at rest.

Access control

Team permissions let each person access the client information and the tools that fit their role.

Activity record

Logged activity shows who accessed, changed or approved information, and when. It supports oversight inside the firm.

Retention and deletion

A firm can ask us to delete its information. The Privacy Policy explains how long information is kept.

Certifications and audits

TaxJet AI does not currently list third-party certifications or audit reports. If that changes, they will be published on this page. We will not claim a certification we do not hold.

Reporting a concern

To report a security concern, use the Book a demo form and mark it for the security team. Firms that use the service can also use the contact named in their agreement.

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Professional Use & AI Disclaimer

TaxJet is an AI-powered platform designed to assist accounting professionals. It is not an accounting firm, law firm, or substitute for qualified professional advice. Use of TaxJet does not create an accountant–client, adviser–client, or solicitor-client relationship. AI-generated outputs may be inaccurate, incomplete, outdated, or include incorrect citations. TaxJet does not guarantee the accuracy, completeness, or suitability of any output for a particular client, jurisdiction, or purpose. All outputs must be independently verified against original sources, client records, and applicable laws and professional standards before being relied upon, shared with clients, or used in a filing. Users retain responsibility for professional judgment, client advice, calculations, submissions, deadlines, and compliance obligations. TaxJet does not guarantee tax savings, regulatory compliance, or acceptance by any tax authority. Use is subject to our Terms of Service and Privacy Policy.

CaseWare, Taxprep, Cantax and CCH iFirm are trademarks of their respective owners.

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