Isolated by firm.
Each firm’s data is walled off from every other firm’s, enforced in the database itself.
Security
Security to the standards accounting firms are held to.
The controls accounting firms expect: SOC 2 compliance, encryption, strict isolation between firms, and AI that never trains on client data.
Data protection
How Cascade protects client data
Encrypted everywhere.
AES-256 encryption at rest and TLS in transit, with taxpayer IDs encrypted separately.
Your data, your return.
Taxpayer information is used only to prepare your returns, consistent with §7216 and §6713.
Access control.
Role-based permissions, single sign-on, and least-privilege access for Cascade staff.
Every change audited.
A complete record of every change, by practitioners and by Cade.
Secure infrastructure.
Hosted on Google Cloud, with production isolated from every other environment and monitored continuously.
SOC 2 compliant. Type 2 audit underway.
Security, availability, and confidentiality controls in place and continuously monitored.
AI governance
How the AI is governed
Deterministic calculations.
Allocations, capital accounts, and tiering run in code, so the same inputs always produce the same answer.
Never used for training.
Client data is never used to train AI models, ours or our providers’.
You stay in control.
Cade works only in your firm’s data, at a practitioner’s direction, with every action logged.
Ready to see Cascade?
For accounting firms and tax teams at funds and family offices doing partnership tax work of any complexity across real estate, private equity, hedge funds, venture capital, and more.