Secure accounting handled by a team that reviews it
Fintax protects your tax information inside an accounting service with clear processes, limited access and period-by-period follow-up.
How we protect your information
Four areas of work that keep your accounting data safe, organized and reviewable.
“What gives us confidence is not uploading files. It is knowing an accountant reviews them, asks for what is missing and leaves evidence of each close.”
Fintax client
What security means at Fintax
Your information is reviewed by a team with clear owners.
Access is limited to the people involved in your accounting service and the work for each period.
Need-to-know access
Each team member works only with the files and data needed to review your accounting.
Human review
CFDI, payments, filings and missing items are checked before each period is closed.
Clear owners
Open items are assigned to an owner so you know what is missing and who is handling it.
Your tax documents are kept organized by period.
Receipts, certificates, CFDI and proof of payment are organized for review, monthly close and future clarifications.
Findable evidence
Receipts, payment lines and proof of payment are tied to the right period.
Ordered by obligation
Documents are separated by client, regime, month and process type.
Practical retention
We keep the evidence needed to operate the service and answer tax clarifications.
Your data is used only for the contracted service scope.
Personal, tax and operating information is handled with clear limits for advisory, filings and follow-up.
Necessary data
We request and use the information needed to meet your obligations.
Careful channels
Files and messages are treated as sensitive information during remote service.
No unnecessary exposure
We do not share data outside the service except for legal obligation or applicable authorization.
Security applied to everyday accounting work.
Authentication, secure channels, history and traceability help protect tax follow-up.
Authentication and access
Client and team access is controlled with accounts and permissions by role.
Encryption in transit and at rest
Stored and shared documents use channels and services with technical protection.
History and traceability
Relevant changes, deliverables and decisions are documented for follow-up.
Still have questions about security?
Talk to our team. We will explain how we handle your documents, access and privacy.
Common security questions
Quick answers about how we handle your tax and accounting information.
Talk to an accountant. We will guide you at no cost.
Contact us