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Temporary Data storage 

We will store your data for the entire time you are using the service and for 5 years after. 

Always Secure

Data Security is not a one-time bolt-on operation.  We are continuously evaluating and reinforcing our DataSec architecture. The team is highly qualified and experienced in information technology and data security, holding the following certifications:

Certified Fraud Examiner by ACFE

Certified in ISO 27001 Info Security Management Systems

Certified in Info Security by ISACA

Every person on the team, every process implemented, and every program developed is mandated by highest level security measures.

We may be providing the storage, but you can rest assured that you own your data.

User access

Within each user account, we provide you with complete access to confidential customer data and how that data is shared. You can share data to other users through invites and revoke their access to data or remove individual users from the control panel in your account.

We have specifically selected support team members who can also access your data, for specific purposes like technical support. You can trust that we have performed background checks on all support team members. 

Dedicated Server

The server is dedicated to TaxPlanIQ and not shared with any other parties. External network access to our servers is controlled by a state of the art firewall, which is configured and monitored according to industry best practices. 

Data protection & backup

Our servers automatically backup customer data every 6 hours. We also retain an encrypted copy of a daily backup in multiple geographic locations to aid in disaster recovery.

We implement a logical separation of company-specific data at the data tier, which is based on application-level access permissions and roles. This ensures that only authorized personnel can access and view the data. In other words, you can be confident that your data remains private and secure, and that you won't be able to view anyone else's data without proper authorization.


Our site deploys Secure Sockets Layer (SSL), which is an encryption technology used to protect your data as it travels over the internet.

All TaxPlanIQ application communications are encrypted with 128-bit SSL, providing a level of encryption comparable to that used by banks and financial institutions.

TaxPlanIQ automatically encrypts data at rest using Advanced Encryption Standard (AES) 256-bit symmetric keys and supports secure transfer of your data over Secure Sockets Layer (SSL).

Hosting & Physical Security

TaxPlanIQ is hosted on AWS (Amazon Web Services), a highly scalable cloud computing platform with end-to-end security and privacy features built-in. Our team takes additional measures to maintain a secure infrastructure and application environment within the AWS architecture. For more specific details regarding AWS security, please refer to






The company will occasionally update Security & terms. When the Company posts changes,  the Company will revise the "last updated" date at the top of this privacy policy. Company recommends that you check the Site occasionally to inform yourself of any changes in this privacy policy or any of the Company’s other Terms and policies.




If you have any questions regarding Security, please contact the owner and operator of this website business at:

AdvisorIQ LLC d/b/a TaxPlanIQ

Attn: Data Protection Officer

1207 S White Chapel Blvd, Ste 200

Southlake, TX 76092

(888) 272-1258