Built on Microsoft Azure
AskFirmBrain uses Microsoft Azure services, including Azure OpenAI, Azure AI Search, and Azure Blob Storage, to securely store, index, retrieve, and process firm knowledge.
Security designed for private firm knowledge.
AskFirmBrain is built on Microsoft Azure and uses separate firm workspaces, role-based access, encryption, and secure handling of uploaded documents.
Encrypted data
Data is encrypted in transit using HTTPS/TLS and encrypted at rest using Microsoft Azure’s built-in encryption.
Private AI processing
Customer prompts, completions, embeddings, and uploaded firm content are not used to train foundation models without customer permission.
Separate firm workspaces
Core application data is scoped by FirmId so firm documents, users, chats, settings, templates, checklists, and usage are separated by firm workspace.
Role-based access control
The app supports SuperAdmin, Admin, and User roles. Admin-only settings, team management, document management, templates, and checklist actions use server-side authorization checks.
Document-level controls
Documents are scoped to the firm workspace, can be managed through controlled document workflows, and support document-level permissions and deletion controls for uploaded files and related records.
Audit logs
Security and firm actions such as sign-in events and selected create, update, archive, and delete actions are recorded where audit logging is implemented.
Retention options
Optional data retention limits can be configured by deployment or added for firm-specific policies, including document cleanup and record-retention workflows.
Human verification
AskFirmBrain helps retrieve and summarize firm knowledge, but tax advice must be reviewed and verified by a qualified human professional before client use.
Have a security question?
Contact us before uploading sensitive firm data if you need to discuss deployment, storage configuration, access control, or privacy requirements.
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