Secure AI tax software for firms
Secure AI tax software for accounting firms keeps each firm's client data separate and under the firm's control. TaxOrch supports single sign-on and user provisioning, role-based permissions, periodic access reviews, support access only with the firm's approval and a time limit, and a tamper-evident security log.
How TaxOrch does it
Your identity provider
Sign-in through your SSO provider, with users added and removed automatically.
Least access
Roles decide what each person can see and do; access reviews confirm it regularly.
Support only with approval
TaxOrch staff reach a workspace only when the firm approves, for a limited time, and every use is recorded.
Evidence for auditors
A tamper-evident log and exportable records support your own compliance reviews.
Questions buyers ask
Can TaxOrch staff see our client data?
Only if your workspace owner or admin approves a time-limited request, and every access is logged.
Do you support single sign-on?
Yes, SAML and OpenID Connect sign-in with automated user provisioning.
Bring one engagement and check the file.
Not a demo of a happy path — a real matter, worked through to a pack, so you can look at what a reviewer would actually see and decide whether it holds.
Decision support, not tax advice. A professional reviews before anything is filed.