The story behind Matters.AI funding journey

Tax & Accounting

Secure your peak season without sacrificing filer privacy for speed

Matters.AI discovers and secures every SSN and income record across your environment in 15 minutes, ensuring your firm stays protected when filing volumes are at their highest.

Live Threat Monitoring

  • Bulk SSN Export (Anomalous Timing)
    STOPPED
  • Income Record to Personal Email
    BLOCKED
  • Temporary User Accessing Senior Vault
    FLAGGED
  • Filer Privacy Coverage
    ACTIVE

High filing volumes create a natural blind spot that hides unauthorized access

Without Matters.AI

  • The Seasonal Insider: Temporary staff access records outside their scope. Surfaces months later.

  • The Outbound Leak: Returns sent via personal email or unvetted Slack to save time.

  • Stale PII Risk: Thousands of past-year returns sit in unmonitored folders, waiting for a breach.

With Matters.AI

  • Role Deviation: Deviation from role detected in real-time. Access flagged before damage occurs.

  • Egress Guard: Every outbound channel monitored. Unauthorized transfers killed at the wire.

  • Defensible Deletion: Stale data is identified and removed automatically after the legal retention limit.

The Intelligence Behind the Control

Peak-Speed Discovery

Every SSN and income record is discovered and mapped in 15 minutes. Your security posture holds up when the pressure is highest, ensuring filer privacy is never sacrificed for filing speed.

Universal Behavioral Standards

Matters identifies when a seasonal employee's behavior stops making sense for their tenure or role. We catch the curious or compromised user in February, so you don't have to report a leak in July.

Unified Data Governance

Stop the spreadsheet shuffle. Matters provides a single, autonomous view of every sensitive record across your firm. We replace fragmented tools with one source of truth that ranks your risks by actual urgency.

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Tax platforms are twice as likely to be targeted for identity fraud
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Of tax data incidents occur during the peak filing window.
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From deployment to full visibility of all sensitive filer data.
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start today

Security gaps don't wait.
Neither should you.

Matters gives you instant visibility, prioritized risks, and guided fixes all in one platform.