Basis is built with multiple layers of industry-standard security to protect your clients' data
Basis will never store the credentials to your financial institutions or accounting systems. When you set up your firm on Basis, we create a "handshake" with your systems that allows Basis to use revocable tokens to access your data via secure APIs.
We built our system from the ground up with security in mind, building on the shoulders of best-in-class infrastructure partners.
Basis automatically encrypts your data at rest to prevent unauthorized access.
We use AES-256, HMAC and other industry standards that safeguard millions of applications around the world.
Our platform is secured with HTTPS, which uses TLS and certificates to ensure that your data is encrypted when transmitted between our services.
We do not share or sell any information about your firm or your clients with third-parties. You can remove your data at any point.