Frequently Asked Questions

Is Schedule K-3 supported?

Schedule K-3 data will be supported later this fall when the Financial Data Exchange (FDX) organization finalizes the K-3 standard.

Do you have a SOC2 Type II attestation?

Our current staffing levels are such that we cannot afford to prepare for and pay for an SOC2 or other security audit at this time.

Data is hosted in the Google Cloud (Storage and Data Store) and secured with all the measures employed by Google. We employ practices to restrict access to our Google projects and related data. For example, data is automatically deleted after a specified life.

We will continue to develop our systems and will obtain a security certificate as soon as we are able.

Our Docker offerings allow you run code on your systems in the event that your corporate policies preclude you from establishing an API relationship with entities not holding an attestation.

Is state Schedule K-1 data supported?

At this time, industry standards for state K-1 data have not been established and state data is not importable into most 1040 tax software applications.

When this changes, we will add support.