Where is our data, and how secure is it?

“We run your firm’s private server in US-based, SOC 2 Type II certified data centers. We require MFA on every login, encrypt your data with AES-256 in transit and at rest, and keep a real person on call 24/7. We built all of it to support what IRS Pub 4557 and the FTC Safeguards Rule ask of your firm.”