Your data deserves bank-grade protection.
Tax data is some of the most sensitive information you'll ever share. Here's exactly how we protect it — the controls, the certifications, and the people behind them.
Six controls, layered.
Encryption everywhere
TLS 1.3 in transit, AES-256 at rest. Documents are encrypted before they touch our storage layer.
Strict access control
Role-based access enforced server-side. Every document is scoped to the owning client — even our staff need an explicit assignment.
US-based infrastructure
Data stored in SOC 2 Type II certified US data centers. No offshore processing, ever.
Multi-factor authentication
MFA available on every client portal account. Required for staff and admin accounts without exception.
Full audit trail
Every document view, download, and edit is logged. You can request your access log at any time.
Incident response
24-hour breach notification policy. Clear runbooks and a dedicated security contact.
Frameworks we operate under.
We hold ourselves to the standards that govern banks, brokers, and federally authorized tax preparers — not the loose norms of a typical local office.
What we do, every day.
Found something that doesn't look right?
We welcome responsible disclosure from researchers and clients. Email security@meridian.tax with details and we'll respond within one business day.
Confidence starts with control.
Talk to a strategist who treats your data with the seriousness it deserves.
Book your discovery call