TaxReady by Nextia
Security & privacy

Your financial data deserves real security.

We route the most sensitive data to specialist providers — and deliberately don’t keep it ourselves. Here’s exactly who handles what.

How we protect your data

Built like a financial product should be.

Encrypted in transit & at rest

TLS everywhere, plus encryption at rest for your database and files. Sensitive credentials use envelope encryption with keys held in Azure Key Vault.

Hosted in Canada

Your books live on Microsoft Azure in a Canadian region — data residency by design.

Role-based access

Per-business isolation and role-based permissions, enforced on the server — the source of truth, not just the UI.

Every action audited

Sign-ins, uploads, reviews, and permission changes are recorded to an audit log.

Who handles what

The data we deliberately don’t store.

Passwords, card numbers, and bank logins live with specialists — not with us.

Microsoft Entra
Your sign-in & password
We never see or store your password.
Stripe
Your card details
Card data never touches our servers (PCI SAQ-A).
Plaid
Your bank login
We never store your bank username or password. (Bank links coming soon.)
TaxReady on Azure
Your books & receipts
Stored encrypted, in Canada.
Data flow: your card goes to Stripe, your bank to Plaid, your identity to Microsoft Entra, and your books to TaxReady on Azure in Canada — each handled by its provider, not stored by TaxReady.
Privacy & PIPEDA

Designed around Canadian privacy law.

TaxReady is built to align with PIPEDA, Canada’s federal privacy law. You own your data, you can export it, and you can ask us to correct or delete it. Read the full details in our Privacy Policy, and see the third parties that process data on our behalf in our sub-processors list.

Found a vulnerability? We welcome good-faith security research. Email security@nextia-ai.com and we won’t pursue researchers who act responsibly.

Books you can trust us with.

Start free — your data encrypted and hosted in Canada from day one.

Free forever plan · No card to start · Identity secured by Microsoft Entra