Separate company workspaces
Limit financial data and documents to the right client or entity context.
Security & governance
Financial automation needs access boundaries and accountability.
Simple Tax AI is designed around controlled workspaces, role-based actions, source traceability, and visible approval states.
Control model
Protect data and constrain actions.
Financial workflows need both technical safeguards and operational controls.
Use role-based access
Give users only the visibility and actions required for their responsibilities.
Record material actions
Track edits, approvals, and posting-related decisions.
Retain source evidence
Keep financial records connected to the files that support them.
Review access over time
Remove unnecessary access as roles and engagements change.
Security principles
The controls the product architecture should continue to formalize.
Workspace isolation
Keep client and entity data separated by access boundaries.
Least privilege
Restrict sensitive actions to authorized roles.
Approval controls
Separate preparation, review, and posting permissions.
Audit history
Retain records of material changes and decisions.
Secure sessions
Use protected authentication and session handling.
Data governance
Define retention, backup, incident, and vendor-management practices.
Expected outcome
Clearer accountability around financial data.
Users can understand where information is stored, who can act on it, and how a material accounting result was approved.
This local page establishes the security narrative. Before public launch, each claim should be matched to documented technical controls and operating policies.