Security at CountingWorks

Built for the trust, performance, and protection tax professionals demand.

At CountingWorks PRO, security is not a feature — it’s the foundation. We know your firm handles highly sensitive client data, and our platform is built to match that level of responsibility with enterprise-grade security, modern encryption, and trusted infrastructure.

🚀 Powered by AWS

CountingWorks PRO is hosted on Amazon Web Services (AWS) — the industry leader in secure cloud infrastructure, trusted by government agencies, financial institutions, and Fortune 500 companies.

Key AWS benefits we leverage:

  • ISO 27001, SOC 2 Type II, and FedRAMP-compliant infrastructure
  • Automatic redundancy and failover zones for uptime and disaster recovery
  • Network firewalls, DDoS mitigation, and multi-layered perimeter protection
  • Encrypted S3 and RDS data storage, with snapshots and backup retention

All data is stored in U.S.-based AWS data centers with strict physical access controls and continuous monitoring.

🌐 Global Content Delivery with CDN Protection

We use Content Delivery Networks (CDNs) — including services like Cloudflare — to deliver fast, secure performance no matter where you or your clients are located.

Benefits of our CDN layer:

  • DDoS attack prevention and intelligent threat filtering
  • Edge caching to accelerate file, page, and script delivery
  • TLS 1.3 encryption for all client-facing traffic
  • Real-time bot detection and firewall rules

Whether it's a dashboard login or a public-facing blog, content is served quickly and securely around the globe.

🔒 End-to-End Encryption

  • Encryption in transit: All communication with our platform is protected via HTTPS (TLS 1.2+)
  • Encryption at rest: All files, documents, chat logs, and form data are encrypted on disk using AES-256 encryption
  • Sensitive data isolation: High-risk data is tokenized and access is strictly limited to required services only

🔐 Access Controls & Authentication

  • Role-based access control (RBAC): Only authorized users can access firm-specific data
  • Multi-factor authentication (MFA): Enabled for all CountingWorks PRO admin environments and available for firms
  • Session management: Session timeouts, device logging, and unusual activity detection are built-in
  • Audit trails: Activity logs track platform usage for accountability and internal compliance

🧪 Continuous Monitoring & Penetration Testing

  • 24/7 monitoring of infrastructure for unusual behavior or system threats
  • Regular internal and third-party vulnerability assessments and pen tests
  • Logging, alerts, and automated incident response flows via AWS Security Hub and GuardDuty

🛡️ Application Security

  • Secure development lifecycle: Code is reviewed, scanned, and tested before deployment
  • OWASP top 10 protections built into the app layer
  • Rate limiting, throttling, and CAPTCHA mechanisms on sensitive actions

✅ Regulatory Readiness

CountingWorks PRO is designed to help firms meet their own compliance needs under:

  • GLBA, SOX, and IRS Pub. 4557 (for U.S. financial and tax data standards)
  • CCPA/CPRA (California) and GDPR (for international privacy obligations)
  • HIPAA-like handling practices for sensitive document storage (note: not a covered entity)

We provide a Data Processing Addendum (DPA) and Privacy Policy to support your legal responsibilities.

📣 Incident Response

We maintain a formal Incident Response Plan (IRP) and breach notification procedures. In the unlikely event of a data incident:

  • You will be notified without undue delay (typically within 72 hours)
  • We will provide a full report, mitigation steps, and updates throughout resolution
  • Affected data will be analyzed, contained, and remediated per NIST protocols

To report a security issue, email security@countingworkspro.com

🤝 Security is a Partnership

We provide the infrastructure — you control access.

To keep your firm safe, we recommend:

  • Enabling multi-user separation and access tiers
  • Requiring strong passwords and enabling MFA
  • Reviewing audit logs regularly
  • Limiting sensitive uploads to client-relevant materials only

📫 Questions?

For SOC 2 summaries, pen test results, or platform architecture questions, contact: security@countingworkspro.com

Rank in the AI Age with CountingWorks PRO

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Create a year-long tax planning strategy for a freelancer earning $75,000 with multiple 1099 clients.

Below is a personalized, year-long tax planning strategy developed by CountingWorks, Inc., specifically for a freelancer earning $75,000 with multiple 1099 clients....

1. Establish a Robust Recordkeeping System

  • Dedicated Business Accounts: Open a separate business bank account and credit card to clearly define your income and expenses. This step not only simplifies your tax documentation but also aligns with our best-practices at CountingWorks.
  • ...

2. Manage Quarterly Estimated Tax Payments
...

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