For accounting firms there is no compromise when it comes to security

AI has brought into focus additional questions for enterprise security, which is why Basis is built with multiple layers of industry-standard security to protect your clients' data. We're SOC 2 Type II certified for Security, Availability, and Confidentiality.

SOC 2 Type II certified compliance

Data stored in USA

Multi-factor authentication

Never expose account credentials

Basis will never store the credentials to financial institutions or accounting systems. When you configure Basis, we create a "handshake" that allows Basis to use revocable tokens to access your data via secure APIs.

Encryption, everywhere

Basis automatically encrypts your data at rest to prevent unauthorized access
We use AES-256, HMAC and other industry standards that safeguard millions of applications around the world
Our platform is secured with HTTPS, which uses TLS and certificates to ensure that your data is encrypted when transmitted between our services

Data Control & Privacy

All data stored exclusively in the USA
We do not share or sell any information about your firm or your clients with third-parties
Basis does not use client data to train public models
You can remove your data at any point
Strict data segregation between customers and role-based access control

Security Operations

Regular vulnerability scanning and penetration testing
Comprehensive incident response program
Daily encrypted backups with geographic redundancy
Secure cloud infrastructure with enterprise-grade providers

Documentation & Compliance

For detailed information about our security controls and compliance program, we provide: