Security & Privacy

As a tax advisor, you are bound by professional secrecy. That is why we disclose where your data is stored, which contracts we provide and how we use technology and AI.

Where your data is stored

DataProviderLocation
Client portal, documents, accountsSupabaseEU (Frankfurt)
Firm websitesHetzner Online GmbHGermany
Encrypted backupsHetzner Object StorageGermany
IsarAgency website and platformVercelEU (Frankfurt) / Edge
Transactional emailsResendUSA (EU Standard Contractual Clauses)
AI-assisted texts and reportsAnthropicUSA (EU Standard Contractual Clauses)

The complete list of all processors, with purpose, location and contract, is in our privacy policy. Privacy policy →

Contracts

  • Data processing agreement (Art. 28 GDPR) for every firm.
  • Confidentiality agreement under § 62a StBerG: currently being prepared and concluded before any client data is processed.
  • Monthly cancellation; full data export on request.

Use of AI

  • We use AI for website texts, reports and answering general enquiries.
  • We use it exclusively through the providers' business APIs. Under their terms, data sent via the API is not used to train the AI models.
  • AI output is reviewed by people; responsibility for quality and decisions stays with us.

Technical and organisational measures

  • TLS encryption for all data transfers.
  • Database-level access rules (Row Level Security): each firm sees only its own data.
  • Daily AES-256-encrypted backups in Germany.
  • Access to personal data only for the owner and explicitly authorised service providers.
  • Deletion of all data 90 days after the end of the contract, unless a statutory retention obligation applies.

Security questions

Write to us at datenschutz@isaragency.de.