Security & Compliance
Practical controls for sensitive tax documents
Portezza is designed to keep sensitive client documents out of inboxes and in a controlled intake flow. We focus on practical behavior change: one portal, visible progress, and a clear audit trail.
Compliance-first workflow
- One portal link per request, not a thread of attachments
- A checklist clients can complete without support tickets
- Clear status and an audit trail your team can trust
Less risk. Less chaos.
Better for clients and better for compliance reviews.
Principles
Secure by default. Simple by design.
The best security is the kind your clients actually follow. Portezza replaces risky attachments with a portal flow your clients can finish on the first try.
Controlled access by default
Keep intake in a single portal link instead of attachments and forwarding.
Audit trail for every request
Track send, view, upload, and completion events tied to each client.
Client-friendly by design
No client accounts required, so clients avoid risky workarounds.
Clear status reduces mistakes
Checklists reduce ambiguity and repetitive follow-ups.
Trust architecture for CPA firms
We share our data handling summary and answer security questionnaires so your firm can assess fit without guesswork.
Security badges
Access logs
Track who accessed a request and when.
Controlled portal links
Client access stays tied to a single request link.
Security review support
We provide data handling summaries and answer questionnaires on request.
Data handling summary
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Retention and deletion
Assumption: Retention rules follow your firm's policies and can be discussed during onboarding.
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Who can access it
Only your firm members and the invited client can access each request.
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Where data is stored
Assumption: Documents are stored in cloud object storage with restricted access.
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What we collect
Assumption: File metadata, request status, and client contact details needed to run the portal.
Need security answers before a demo?
We will share current controls and data handling policies on request.