Security & Canadian data
Canadian data residency and security for accounting firms.
Client data, documents, backups and every AI model are hosted in Canada. Sorobas is built around the confidentiality obligations of Canadian CPAs.
Hosted in Canada
All client data, documents and backups are stored on Canadian infrastructure.
AI in Canada
AI services run on Canadian servers, on a private network with no outbound internet access.
Firm and client separation
Each firm and each client are separated in the database, and that separation is tested.
Access control
Multi-factor sign-in, role-based permissions, session timeouts and same-day access removal.
Encryption
Data is encrypted in transit and at rest.
Permanent history
Every change is recorded with who made it and when. Nothing is overwritten, and locked periods stay locked.
Designed around Canadian privacy law.
Sorobas is designed around PIPEDA and BC's Personal Information Protection Act, with records kept for six years from fiscal year end and then flagged for deletion.
- Daily backups with tested restores
- Client consent recorded in the engagement letter
- The assistant can only do what its user could do
- Locked files reopen only with a logged reason
Now in beta. Accepting new firms.
Pricing is quoted firm by firm. Tell us about your practice and we'll arrange a walkthrough.