Security
Tax information
with control
Fintax uses processes, access controls and tax records designed to protect what matters.
Processes based on:
record available for follow-up
Designed for sensitive information, remote accounting and company processes.
“We work with sensitive information, so we needed a reliable and clear process.”
Fintax client
GOVERNANCE
Clear processes for sensitive tax information.
We design, review and operate processes to handle tax information with precision and care.
Review at every step
Each answer is based on documents and tax context.
Operational consistency
Data is reviewed by source, period and obligation before action.
Explainability
Each open item keeps context so you know what it means.
TRANSPARENCY
You control your data and its use.
Visibility over files, access, changes and follow-up in the tax record.
Your data, your rules
Define which files are shared, who can access them and retention.
Activity history
Clear history of actions, access and changes.
Document retention
Retention and cleanup policies by file type and relationship.
PRIVACY
Controls for remote work and tax records.
Built to handle files, messages and sensitive data with limited access and traceability.
Need-to-know access
The team works only with information required for each process.
Separate records
Information is organized by client, period and obligation.
Traceability
Relevant changes are documented for internal follow-up.
SECURITY
Controls at each layer of the process.
We protect tax files, access and communications with operational security practices.
Encryption at rest and in transit
Stored and transmitted data is protected through secure channels.
Authentication
Controlled access for clients and the Fintax team.
Privacy controls
Internal controls for handling tax files, messages and documents carefully.