Security

Built in, not bolted on.

SOC 2 Type II controls plus continuous hardening. We engineer security into every part of your tax workflow.

AICPA SOC certification badge

Truss is SOC 2, Type II certified since 2024.

Our controls are independently audited every year. Your clients' data is protected by the same standards trusted by banks and healthcare providers.

Prove Compliance

Prove Compliance

Point auditors to OWASP-aligned, SOC 2 Type II reports and control mappings. Show encryption and access controls on demand.

Encrypt Everywhere

Encrypt Everywhere

Keep files, comments, and credentials protected with AES-256 at rest, TLS in transit, and Bcrypt for passwords.

Share Without Logins

Share Without Logins

Send expiring magic links instead of attachments. Keep access simple for clients and private for you.

Limit Who Sees What

Limit Who Sees What

Apply role-based access and least-privilege defaults.

Keep the Trail Clean

Keep the Trail Clean

Record who requested, uploaded, reviewed, and signed so you can retrace every decision in an audit.

Backup & Disaster Recovery

Backup & Disaster Recovery

Fully redundant, multi-region protection with a ransomware-proof design.

Our firms trust us with their most sensitive data.

Firms that trust Truss

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See for yourself. Select a date below and schedule a meeting with a Truss Account Executive.