Security
Your firm's data, protected.
Enterprise-grade infrastructure securing every query, every document, and every connection across the country.
US data residency & compliance
Your data never leaves the US
All client data is stored and processed exclusively within US-based infrastructure. No data is transferred, replicated, or processed outside the United States — ever.
IRC §7216 & §6713
Denari is built to comply with IRC §7216 restrictions on the disclosure and use of tax return information, and §6713 penalties for unauthorized disclosure — so your firm stays compliant by default.
Written Information Security Plan
Denari maintains a formal WISP aligned with the IRS Safeguards Rule, FTC Safeguards Rule, and the Gramm-Leach-Bliley Act (GLBA) — meeting the standard your firm is held to.
Certifications & audits
SOC 2 Type II
Independently audited against the AICPA Trust Services Criteria for security, availability, and confidentiality. Reports available under NDA upon request.
ISO 27001In progress
Certified information security management system (ISMS) covering the design, development, and operation of the Denari platform.
ISO 42001In progress
Certified AI management system ensuring responsible development, deployment, and governance of artificial intelligence across the platform.
Data security
Encryption
All data encrypted at rest and in transit. Firm and client documents are stored with dual-layer server-side encryption (DSSE).
AI data privacy
Firm or client data is not used for AI model training.