IRS Pub 1075–Aligned Security and WISP-Ready Controls

Send tax documents securely on XyloDocs' AI client communication platform for tax firms. Controls are built to align with IRS Publication 1075 and to support a Written Information Security Plan (WISP) under the FTC Safeguards Rule — see WISP requirements for tax firms and how to send tax documents securely. Firms writing a WISP should also follow IRS Publication 4557 (Safeguarding Taxpayer Data).

Your clients trust you with their financial lives.

You trust us with their documents. Here's exactly how we protect that trust.

Security program overview

Hosting, encryption, product controls, and compliance status — organized by topic below.

🏢 INFRASTRUCTURE

Hosting

AWS (Amazon Web Services)

Region

US East (Primary)

Uptime

Monitored continuously, with alerting on failure

Backups

Daily automated backups, 30-day retention

Redundancy

Multi-region deployment

🔐 ENCRYPTION

In Transit

TLS 1.3 (latest standard)

At Rest

AES-256 (military-grade)

A

SSL Labs Rating

Overall Grade: A

View Full Report

Certificate

100

Protocol Support

100

Key Exchange

100

Cipher Strength

100

Verify our SSL: SSL Labs Test

🛡️ SECURITY FEATURES

Automatic link expiration

Shared links automatically expire after set time periods

Password-protected shares

Add password protection to any shared document

Virus/malware scanning

All uploads are automatically scanned for threats

Audit logs

Track every access and action with comprehensive logging

Rate limiting

Prevent abuse with intelligent rate limiting

Email verification

All accounts require verified email addresses

Session timeouts

Automatic session expiration for enhanced security

Private AI for documents

Your clients' documents are read by private AI that runs on XyloDocs's own servers or on hardware in your own office. They are never sent to an outside AI company, never sold, and never used to train AI models. Our Privacy Policy explains how we handle personal information.

📋 COMPLIANCE

✓ Built to align with GDPR
✓ Built to align with CCPA
✓ IRS Pub 1075–aligned controls
✓ WISP-ready audit logs (Pub 5708)
✓ HIPAA-ready architecture
Independent security audit
→ Q4 2026

❓ QUESTIONS?

Security concerns: security@xylodocs.com

General inquiries: hello@xylodocs.com