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Security

Financial-grade security for your claims

Grant and R&D data is sensitive. GrantsMAX treats it that way: read-only access, encryption in transit and at rest, isolated storage, and an audit-ready document trail, with a registered tax agent in control of every lodgement.

How we protect your data

Read-only by design

GrantsMAX connects with read-only access. It reads only the figures and documents needed to prepare your pack and never writes back to your systems.

Encrypted in transit and at rest

Data is encrypted in transit with TLS and encrypted at rest. Credentials and tokens are stored in a secrets vault, never in plain text.

Isolated per-account storage

Each business is stored in an isolated, per-account environment. Your data is logically separated and scoped to your account.

Scoped, revocable access

Connections use scoped tokens you can revoke at any time. Access is limited to the sources you connect, and only for preparation.

Never sold, never trained on

Your data is never sold and never used to train shared models. It is used to prepare your claim, and nothing else.

Authentication and access control

Authentication is handled by a dedicated identity provider, with access controls over who in your business and firm can see a claim.

Document management

A secure evidence vault

Source documents, emails, invoices, and timesheets that substantiate a claim are organised into an evidence index, encrypted and access-controlled.

Audit-ready trail

Every figure in the pack traces back to a source document, so the claim is built to withstand review by your accountant, AusIndustry, or the ATO.

You stay in control

You decide what to connect and what to share. No data leaves your control without permission, and you can disconnect a source at any time.

A registered tax agent lodges

Security is also about who is accountable. GrantsMAX prepares an evidence-backed pack from your data. A registered accountant or tax agent reviews, refines, and lodges, and your business owns the claim. The platform prepares, it never lodges on your behalf.

Built to be trusted with your data

Join the waitlist to connect your data on a platform built for the sensitivity of grant and R&D claims.