Trust & Security

Built for sensitive financial documents

X1 helps you find and act on tax and wealth opportunities by analyzing real documents. That only works if you can trust how your data is handled.

Encryption

Documents are encrypted in transit (TLS) and stored encrypted at rest by our infrastructure providers. When you download documents, we use short-lived signed links.

Access controls

Your documents live in a private vault. Only you and the professionals you explicitly authorize can access them, and you can revoke access at any time.

Audit trails

We maintain an audit trail of document access to support accountability and incident response.

AI accuracy

X1’s AI is grounded in your real documents and returns citations so you can verify claims. We provide decision support and education—you and your licensed professionals make the final calls.

Privacy & data handling

  • We don’t sell your information. We only share data with vetted service providers to run the product (authentication, storage, AI, analytics, reliability), and with the professionals you authorize.
  • We aim to minimize sensitive data in logs and retain operational telemetry only as long as needed for reliability and security.

Questions?

Reach out and we’ll share what we can about our security posture.

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Wealth

Multiply your potential, exponentially.

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