Identity and access
Planned MFA, least-privilege roles, short-lived sessions, device/session management and staff offboarding.
Security before speed
Designed for taxpayer-data responsibility.
Transcript Karma separates firms, enforces authorization scope and limits access by role. Direct IRS connectivity remains disabled until approval and production controls are complete.
Data protection
Encryption in transit and at rest, tenant separation, secure backups and documented retention/deletion controls.
Auditability
Immutable events for access, authorization changes, transcript requests, downloads and administrative actions.
Authorization enforcement
2848/8821 scope validation before retrieval, with taxpayer consent evidence and mismatch blocking.
Incident readiness
Written response, escalation, notification and recovery procedures supported by a maintained WISP.
Vendor governance
Review of hosting, storage, email, payment and e-signature providers before taxpayer data is introduced.
Current public demos use fictional data. Do not upload taxpayer records until the secure beta explicitly confirms that production data handling is enabled.