Security at SmartWiz

Protecting the information your clients trust you with.

Tax documents hold sensitive personal and financial details. SmartWiz uses encryption and ongoing security practices to help protect that information while your team stays in control of every return.

Review our security practices or get in touch with a question.

Protecting your information

Security across your data’s journey.

From storage to transfer, safeguards help protect sensitive client information.

Data at rest

Customer data is encrypted while stored. Highly sensitive information also uses field-level encryption, adding a layer of protection beyond the database itself.

Data in transit

Data sent across networks is protected with TLS 1.2 or higher. HSTS adds another safeguard for secure browser connections.

Keys and application secrets

Encryption keys are managed through AWS Key Management Service, with key material stored in hardware security modules. Application secrets are stored in AWS Secrets Manager and Parameter Store, with access restricted.

Ongoing product security

We keep looking for ways to strengthen protection.

Security work continues as we monitor systems and assess the product for vulnerabilities.

Penetration testing

We perform regular internal and external penetration testing to find and address security weaknesses, including common web application vulnerabilities.

Vulnerability scanning

Amazon Inspector scans our servers for vulnerabilities so our team can identify issues and work to address them.

Talk with our team

Want to know more about security at SmartWiz?

Explore our Trust Center or contact our security team. We’re happy to answer questions about how we protect your information.