Companies are more vigilant than ever about cybersecurity—and for good reason. Financial records, engineering roadmaps, and payroll data are among a company’s most confidential assets. However, claiming R&D tax credits and capitalizing software costs often require handing this sensitive information over to external providers.
That’s why Neo.Tax has committed to implementing advanced security protocols for company data.
The fact is: the old way has always carried security risks. And as cyber criminals become more advanced, security measures need to keep pace. CPA firms request and store your internal payroll and financial data in outdated formats, like shared folders or legacy servers. They need that data available in case of an audit, so it remains in their systems for months or even years, increasing the risk of exposure.
The advantage of working with a software-first company like Neo.Tax is that we understand the sensitivity of your data and have taken every step to protect it.
These security steps include:
- SOC 2 Type 2 certification
- Enterprise SSO/SAML & IP Whitelisting
- AES 256 encryption of all data in transit & at rest
- An assurance that data never commingles within our application
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