The Standard in Secure Tax AI
Black Ore delivers SOC 2–compliant, U.S.-based infrastructure trusted by leading CPA firms — ensuring client data is always protected
Data Security & Infrastructure
Black Ore is built on secure cloud infrastructure — designed to meet the demands of high-volume, sensitive tax workflows
Client Data Protection
Our platform is built from day one with strict controls to ensure data privacy, confidentiality, and firm-level protections
No Outsourced Access
Your client data is never handled by offshore or third-party teams. All processing stays within Black Ore’s secure, closed-loop platform
Encrypted Processing
All processing occurs in encrypted, access-controlled environments—ensuring sensitive information is never exposed or mishandled
Secure by Design
Built with security at the core, Black Ore ensures data never leaves the firm’s secure context—and safeguards every step of the workflow
Full Data Ownership
Your firm retains full control and ownership of its data. Black Ore never uses client documents for model training or cross-firm optimization
Data Lifecycle Control
Export, redact, or delete data anytime—ensuring full lifecycle control and compliance
Independent Validation
SOC 2–compliant and independently audited, Black Ore’s infrastructure and controls meet the highest standards for enterprise-grade security
Access Controls & Permissions
We provide granular, role-based access controls that let firms manage security and compliance across users, teams, and offices
Role-Based Permissions
Define user roles with precision. Granular access controls for preparers, reviewers, managers, and partners ensure each team member sees only what they need—no more, no less
Multi-Level Security
Enforce protections at every layer. Apply return-level, document-level, and even field-level access rules to match your firm’s internal structure and workflow
Enterprise Authentication
Single Sign-On (SSO), Multi-Factor Authentication (MFA), and session management
Policy & Workflow Controls
Customize permissions to reflect your firm’s governance. Configure override policies, review stages, and sign-off rules to mirror internal processes
Complete Audit Logging
Maintain full visibility. Every user action, data change, and workflow event is recorded and timestamped for compliance, oversight, and traceability
Compliance & Certifications
Black Ore’s security and operations are governed by internal policies aligned with the AICPA Trust Services Criteria for Security, Availability, and Confidentiality — the foundation of our SOC 2 Type II compliance
Security Is Foundational to Black Ore
From day one, Black Ore was built to protect sensitive tax data at every level — from encrypted infrastructure and SOC 2 compliance to rigorous access controls and audit logging. We constantly validate and improve our defenses, ensuring firms can automate with confidence while maintaining the highest standards of privacy and compliance
FAQ — Security
Black Ore is SOC 2 Type II compliant and follows the AICPA Trust Services Criteria for Security, Availability, and Confidentiality. Our infrastructure includes enterprise-grade encryption (AES-256 at rest, TLS 1.2+ in transit), continuous monitoring, and strict access controls to keep your data protected at every layer.
No. Black Ore does not use sensitive client data to train models or share it with third-party services. Your data remains encrypted, protected and is never repurposed.
All client data is stored exclusively in U.S.-based, SOC 2-audited data centers. We do not offshore or outsource processing—your documents and extracted data never leave Black Ore’s secure environment.
Yes. Firms can set granular, role-based permissions across preparers, reviewers, managers, and partners—along with return-level, document-level, and field-level access policies.
Yes. Black Ore supports Single Sign-On (SSO), Multi-Factor Authentication (MFA), and customizable session management. Firms can enforce org-wide policies to meet internal IT and compliance requirements.
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