Security & trust

Built to be trusted with tax data.

Tax data is sensitive, and your taxpayers trust you with it. Here’s how TaxPilot earns that trust, with concrete measures and no security theatre.

Your data stays in Australia

The production service stores and processes taxpayer data in Australia. Your taxpayers’ data does not leave the country.

You sign off every figure

TaxPilot never lodges on its own. The agent green-lights the return before anything is pushed to your lodgement software or lodged to the ATO.

ISO 27001:2022 certified

TaxPilot is built and operated by Telligro, which holds ISO 27001:2022 certification for its information-security management.

Tenant isolation

Each practice’s data is separated at the database level, so one practice can never see another’s taxpayers or returns.

Encryption of sensitive data

Sensitive identifiers such as TFNs, and your lodgement-software tokens, are encrypted at rest.

Built and run by Telligro

TaxPilot runs on Telligro’s Ubix platform, which also handles document processing and identity, so security is consistent across the product.

Your security team should ask us harder questions than these, and we will answer them in writing under NDA.

Frequently asked

Australian tax agents and their practices. The taxpayers you act for can also send documents to you through a secure vault, but the product is bought and driven by the agent.
No. TaxPilot prepares and structures the data and pushes it to your lodgement software. You review and green-light every figure, then lodge to the ATO. The agent is always in control.
The production service stores and processes taxpayer data in Australia. TaxPilot is built and operated by Telligro, which holds ISO 27001:2022 certification for its information-security management.
The everyday source documents for an individual return: PAYG payment summaries, dividend and managed-fund statements, rental agent summaries, bank interest, crypto reports and similar. Documents it can’t confidently classify go to a review queue.

Launching November 1.

Private Early Access. See TaxPilot on your own documents before you commit to anything.

Request Early Access See pricing first

The first 250 paying firms receive 25% Founder pricing.

Bring your security questions early rather than late.

Early Access