Your financial data deserves real security.
We route the most sensitive data to specialist providers — and deliberately don’t keep it ourselves. Here’s exactly who handles what.
Built like a financial product should be.
Encrypted in transit & at rest
TLS everywhere, plus encryption at rest for your database and files. Sensitive credentials use envelope encryption with keys held in Azure Key Vault.
Core records hosted in Canada
Your core database and uploaded files live in Canadian Microsoft Azure regions. Some specialist providers process limited data elsewhere.
Role-based access
Per-business isolation and role-based permissions, enforced on the server — the source of truth, not just the UI.
Key actions audited
Important events such as sign-ins, uploads, reviews, and permission changes are recorded to an audit log.
The data we deliberately don’t store.
Passwords, card numbers, and bank logins live with specialists — not with us.
Designed around Canadian privacy law.
NextiaTax is designed around PIPEDA and applicable provincial privacy laws. Your core records are hosted in Canada, while identity, payments, notifications, and some AI processing may cross borders through specialist providers. You can request access, correction, export, or deletion, subject to shared-workspace and legal retention limits. Read the full details in our Privacy Policy, and see the third parties that process data on our behalf in our sub-processors list.
Found a vulnerability? We welcome good-faith security research. Email security@nextiatax.com and we won’t pursue researchers who act responsibly.
Books you can trust us with.
Start free — core records encrypted and hosted in Canada from day one.
Free forever plan · No card to start · Identity secured by Microsoft Entra