Privacy & Security

Your contracts stay yours. Nothing leaves without your permission.

TAbot is built for enterprise technical accounting teams handling sensitive financial agreements. Security isn't a feature; it's the foundation every product decision is made on top of.

SOC 2 Type 2 CertifiedAES-256 EncryptionNo AI training on your dataEnterprise SSOAWS Infrastructure
AICPA SOC for Service Organizations

TAbot is SOC 2 Type 2 Certified

Independently audited and certified across Security, Availability, Confidentiality, and Processing Integrity. Our report is available to enterprise prospects under NDA.

Request report →

How we handle your data with AI

Important

No model training on your data

Your contracts and documents are never used to train AI models (ours or anyone else's). This is contractually enforced through Data Processing Agreements with all model providers.

No cross-customer data exposure

Customer data is fully isolated. Your contracts cannot be seen by another TAbot customer, and vice versa. Tenant isolation is enforced at the infrastructure level.

Human-in-the-loop by design

TAbot never takes autonomous action on financial data. Every output is reviewed by your team before use. AI assists; your accountants decide.

Data retention controls

You control how long documents are retained within the platform. Data deletion requests are honored within defined SLAs, with audit trail confirmation.

Minimal data footprint

Only the data necessary to complete your analysis is passed to AI inference. We do not store raw model inputs or outputs beyond what is required for your workflow and audit trail.

Prompt & context isolation

Each analysis runs in an isolated inference context. Your contract data is never pooled with other customers' inputs, and no prior customer session can influence your results.

Infrastructure

Built on AWS. Secure by architecture.

TAbot runs on Amazon Web Services in the US, with security controls layered from the network up. We don't share compute or storage across customers.

Encryption at rest

All data stored in TAbot is encrypted using AES-256. Encryption keys are managed through AWS KMS with automatic rotation.

AES-256 · AWS KMS

Encryption in transit

All data transmitted to and from TAbot is encrypted with TLS 1.2 or higher. Unencrypted connections are rejected at the network layer.

TLS 1.2+ · HTTPS enforced

AWS-hosted infrastructure

TAbot runs on AWS EC2 in US regions. AWS maintains SOC 1/2/3, ISO 27001, and FedRAMP certifications at the data center level.

AWS EC2 · United States

Backup & recovery

Customer data is backed up automatically on a defined schedule. Restoration is tested regularly as part of our SOC 2 control framework.

Automated backups · Tested restores

Network isolation

TAbot services run in isolated network environments with strict ingress and egress rules. Internal services are not exposed to the public internet.

VPC · Security groups

Continuous monitoring

Infrastructure and application logs are monitored continuously. Anomalous access patterns trigger automated alerts to our security team.

CloudWatch · Alerting

Access & Identity

You control who sees what.

Access to TAbot and your data is controlled at multiple layers: from employee access inside TAbot to end-user access within your team.

Enterprise SSO

TAbot supports SAML and OIDC-based Single Sign-On via Firebase Auth. Authenticate through your existing identity provider: Okta, Azure AD, Google Workspace, and others.

Least-privilege access

TAbot team members are granted only the minimum permissions required for their role. Access to production systems is scoped, documented, and subject to regular review.

MFA enforced

Multi-factor authentication is required for all internal systems, cloud infrastructure, and administrative tools. There are no exceptions for privileged accounts.

Audit logging

All user actions (document uploads, queries, exports, and admin changes) are logged with timestamps and user context. Logs are tamper-resistant and retained for compliance review.

Access justification & review

Any TAbot employee accessing production customer data must provide documented justification. Access is time-limited and reviewed on a recurring basis.

Offboarding & revocation

When team members leave or change roles, access is revoked immediately across all systems. Offboarding is tracked as a formal checklist under our SOC 2 controls.

Application Security

Tested. Verified. Kept current.

We apply security rigor to the product itself, not just the infrastructure underneath it.

Annual third-party penetration testing of the TAbot application and APIs
Secure software development lifecycle (SSDLC) with security reviews at each stage
Dependencies monitored for known vulnerabilities (CVE tracking)
API authentication via short-lived tokens, with no long-lived shared secrets
Staged deployment pipeline with separate production environment
Security findings tracked and remediated with SLA-based prioritization
Responsible disclosure policy: report findings to security@jointabot.com
Code review required for all changes before production deployment

Privacy

Designed for the regulations your customers live under.

TAbot's privacy practices are designed in alignment with GDPR, CCPA, and applicable US data privacy laws. We are not a data broker and do not sell or share personal data for commercial purposes.

Data Processing Agreements

Enterprise customers can execute a DPA with TAbot, covering data processing roles, retention, and deletion obligations.

No data selling

TAbot does not sell, rent, or share customer data with third parties for advertising, enrichment, or any commercial purpose.

Sub-processor transparency

We maintain a list of infrastructure and AI sub-processors. Customers are notified of material changes before they take effect.

Right to deletion

Customers may request deletion of their data at any time. Deletion is confirmed in writing and completed within documented timelines.

Operational Security

Security as a company-wide practice at TAbot.

All team members complete security awareness training
Background checks for employees with access to production systems
Vendor and sub-processor security reviews before onboarding
Incident response plan with defined escalation paths and communication SLAs
Business continuity and disaster recovery procedures tested annually
MFA enforced on all internal systems and cloud access

Questions about security or compliance?

Our SOC 2 Type 2 report is available to qualified prospects under NDA. Security questionnaires are welcome.

security@jointabot.com