Security policy
Date of Last Revision: January 13, 2026
Protecting your tax and financial information is our highest priority. We use secure, modern technology and strong privacy practices to keep your data safe at every step of your filing experience.
Our Security Principles:
These are the commitments that guide how we protect your information:
We respect your privacy. Your data belongs to you, and we handle it with care.
We design for safety. Security is built into every part of our product.
We limit access. Only trained team members with a clear need can access sensitive
information.We protect in layers. Multiple safeguards ensure your information stays secure.
We keep improving. We strengthen our practices every tax season
How We Protect Your Data:
We use modern security practices to keep your tax information safe. Your data is encrypted, stored privately, and processed in secure cloud environments that meet strict industry standards. Only authorized team members can access customer information, and only when it’s needed to support you.
Secure cloud infrastructure: Our systems run on trusted, independently audited cloud platforms with strong physical and network protections.
Private, encrypted storage: Your tax documents and personal information are encrypted and stored in private locations that block public access.
Secure connections: Every connection between your device and our application is encrypted to prevent unauthorized access.
Safe backups: We maintain secure backups to ensure your data can be restored if ever needed, and we regularly test our recovery process.
How We Use AI Safely
We use AI to help make your tax experience faster and easier, but we never compromise your privacy or security. Your data is encrypted, protected, and never used to train public AI models. Any AI features we provide operate within secure environments and are designed solely to help you —nothing else.
Questions or Security Concerns?
If you ever have questions about how we protect your information—or if you believe you’ve found a security issue—please contact us at help@getprimemeridian.com. We review all reports promptly.