# Is my client data secure? Filed prioritizes data security using Microsoft Azure's secure servers that meet federal security and compliance standards. The infrastructure matches that used by the U.S. Department of Defense. ## Compliance & Certifications * **SOC 2 compliant** with audits conducted by Schellman, a respected independent assessor * Adheres to **IRS Publication 4557** and relevant guidelines for taxpayer data protection * All sensitive documents and PII are anonymized before processing ## Key Security Features **Data Encryption** Bank-level encryption protects all data in transit and at rest. **PII Protection** Personal information is anonymized before processing to prevent visibility to AI models or internal staff. **Third-Party Integration Security** All connections use secure, encrypted protocols and industry-standard authentication to protect integrations with tax software and document storage providers. **Access Controls** Access is restricted to authorized firm users and necessary Filed support staff. All access is logged and monitored. **AI Model Training** Customer data does not train Filed's AI models. Data is processed solely for the services you request. **Data Retention** Upon account closure, account data is permanently deleted within 30 days. ## Additional Resources * Help Center * Security & Trust Center * Privacy Policy * Terms of Service *** Legacy URL: --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.filed.com/is-my-client-data-secure.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.