Enterprise-grade by design. AI you can explain.
Everything your IT and security reviewers need to understand how ReTax360 approaches access, data protection, AI governance and enterprise controls.
Access controls built for enterprise teams.
Identity-provider configuration and implementation requirements are reviewed during enterprise onboarding.
- Single Sign-OnSupported
- Role-Based Access ControlAvailable
- Multi-Factor AuthenticationAvailable
- Role and Permission ControlsAvailable
Your data remains yours.
You do. Customer operational data remains the customer's property. ReTax360 provides the platform, orchestration infrastructure, automation framework and underlying technology used to process and manage that information. Customer operational data—including case records, settlement information, reporting, financial records and organization-specific configurations—remains owned by the customer according to the applicable enterprise agreement.
- Encryption in transit
- Encryption at rest
- Role-based access
- Secure cloud infrastructure
- Appropriate audit logging
Governed AI, not black-box automation.
Human approval gates
Critical AI-assisted outputs can require designated human review.
Routing governance
Tasks can move between AI, rules, systems and professionals according to workflow and confidence requirements.
Auditability
Workflow actions can be logged to provide visibility into how work moved through the system.
Model transparency
Enterprise security reviews can include information about the AI providers and systems used for the relevant deployment.
Data protection
Identifiable customer information is protected according to the applicable enterprise agreement.
De-identified improvement
Where contractually permitted, anonymized, aggregated and de-identified information may be used to improve platform intelligence without attribution to the customer, its clients, properties or transactions.
Trust in AI isn't declared. It's designed: approval gates, visible workflows and a professional who makes the call.
Intelligence you can inspect.
Enterprise AI should not operate as an unexplained black box. ReTax360 is designed so organizations can understand how work moved through the workflow.
- 09:14Task receivedAssessment notice
- 09:14Route selectedDocument Intelligence
- 09:15Output14 fields extracted
- 09:15Confidence / verification0.97 · rule check passed
- 09:15Human actionNot required
- 09:15Final workflow stateCase updated · RT-2601847
Illustrative product UI · fictional data
Compliance & Assurance
ReTax360 is designed around enterprise security, privacy and governance requirements. Certification and assessment status is shared accurately during enterprise evaluations.
- Security documentationOn request
- Data Processing AgreementOn request
- Subprocessor informationOn request
- Security questionnairesOn request
- Architecture reviewOn request
- AI governance reviewOn request
Security questions, answered.
You do. Customer operational data remains the customer's property. ReTax360 provides the platform, orchestration infrastructure, automation framework and underlying technology used to process and manage that information. Customer operational data—including case records, settlement information, reporting, financial records and organization-specific configurations—remains owned by the customer according to the applicable enterprise agreement.
Identifiable customer data is not used as general-purpose training data. Where permitted under the applicable enterprise agreement, anonymized, aggregated and de-identified information may be used to improve platform intelligence and model performance, provided that the information cannot be attributed to the customer, its clients, a specific property or a specific transaction. Organizations with specific AI-data requirements can address those requirements during the enterprise agreement and security review.
Yes. ReTax360 supports enterprise Single Sign-On requirements. Identity-provider configuration and implementation requirements are reviewed during enterprise onboarding.
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Download the security overview (PDF)
A one-page summary of access controls, data protection, AI governance and compliance information.
AI + Expertise. Built around how you work.
See how ReTax360 can be configured around your organization's workflows, offices, markets and approval requirements.