Encryption
AES-256 encryption protects your documents in transit and at rest — the same standard used by major banks and the U.S. military.
Your Financial Data Deserves Bank-Level Protection
We handle your most sensitive documents — tax returns, contracts, income records. Here’s exactly how we keep them safe.
AES-256 Encrypted
·
SOC 2 Compliant
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IRS WISP Aligned
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AICPA Member
Our Commitment
Security Isn’t a Feature. It’s the Foundation.
As licensed CPAs, we’re held to the highest professional standards for protecting client data. Every system, process, and tool we use is designed with your security as the non-negotiable priority.
Infrastructure
Your data is stored on SOC 2 Type II compliant servers with 24/7 monitoring, automatic backups, and strict access controls.
Compliance
Our security practices align with the IRS Written Information Security Plan (WISP) requirements — the gold standard for tax professionals.
Professional Standards
As AICPA members, we follow the profession’s strictest ethics and data handling requirements, including the AICPA Code of Professional Conduct.
Protection in Detail
From Upload to Delivery — Every Step Is Secured
01
Upload
Documents uploaded through our encrypted portal are protected with TLS 1.3 in transit and AES-256 at rest. Your files never touch an unsecured server.
02
Storage
Files are stored on isolated, encrypted infrastructure with role-based access controls. Only your assigned CPA can view your documents.
03
Analysis
Our AI analysis engine processes your data in a sandboxed environment. No third parties ever see your information.
04
Delivery
Your completed report is delivered through our secure portal — never sent as an unencrypted email attachment.
05
Retention
Documents are retained for the IRS-required minimum period, then securely deleted using cryptographic erasure. You can request deletion at any time.
Credentials
Licensed, Certified, Accountable
Texas CPA License #118387
California CPA License #143304
Texas CPA Firm License #C11071
AICPA Member ID: 256037667
These aren’t just numbers — they mean we’re legally accountable for protecting your data and maintaining the highest professional standards.
AES-256
Encryption
SOC 2 Type II
Compliant
IRS WISP
Aligned
AICPA
Member
Data Security FAQ
Common Questions About Your Data
Only your assigned CPA — Larry Hay, CPA — has access to your documents. Our AI engine processes data without human intervention for the analysis phase, and no third parties ever receive access to your files.
We retain your documents and analysis for the IRS-recommended period (generally 3–7 years depending on the type of record). After the retention period, files are permanently deleted using cryptographic erasure. You can request early deletion at any time by emailing nil@playbook.cpa.
We maintain an incident response plan aligned with IRS WISP requirements. In the unlikely event of a breach, we will notify affected clients within 72 hours, engage forensic specialists, and provide credit monitoring at no cost.
Yes. Our portal uses the same encryption whether you access it from a phone, tablet, or computer. We recommend keeping your device’s operating system updated and using a strong password.
Yes. You can share your secure upload link with trusted family members or representatives. Each upload is encrypted individually, and all activity is logged for your records.
Never. Your tax information is protected by federal law (IRC §7216) and CPA-client privilege. We will never share your information with your school, the NCAA, NIL collectives, or any other third party without your explicit written consent.
Ready to Get Started?
Your documents are safe with us. Take the quiz or upload your contract — we’ll take it from there.
🔒 256-bit encryption · Licensed CPAs · All 50 states