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Trust

Security and compliance

Tao Systems is SOC 2 Type II audited every year and signs HIPAA Business Associate Agreements and a GDPR Data Processing Agreement. Relay and Basin run only in your own cloud account or datacentre, so data residency is your choice and we never hold your data. The SOC 2 report, the latest penetration test summary and our security policies are available under NDA.

Where it runs

Deployment model

Relay and Basin are deployed only into your own AWS, Azure or GCP account (Relay through Terraform, Basin through Helm or Terraform) or into your own datacentre, including air-gapped sites. We run nothing on our own infrastructure and never hold customer or patient data. That settles most compliance questions before they're asked: the data stays inside the boundary your existing cloud agreements already cover, residency is whichever region or building you choose, and we add no hosting sub-processor.

Your own team operates the software day to day. Tao's access to your environment is limited to installation, onboarding and support sessions, each with your permission and through credentials you issue (an IAM role, or a VPN or bastion you run), scoped to the task in hand, logged, and revocable whenever you choose. Between sessions there is no access at all.

Runs in
Your AWS, Azure or GCP account, or your own datacentre
Operated by
Your own team, day to day
Held by Tao
Nothing: no customer or patient data and no encryption keys

Assurance

SOC 2 Type II

An independent AICPA-accredited firm audits Tao Systems every year against the Security, Availability and Confidentiality trust services criteria. The scope is the software development lifecycle, the installation and support processes, and the security of Tao's own systems, which is everything on our side of the boundary, since the products themselves run on your infrastructure. A Type II report covers a twelve-month observation period, so the auditor tests that each control operated for the whole year rather than checking it existed on the day of the visit.

The most recent report covers 1 June 2025 to 31 May 2026. We share it under NDA with customers and with prospects who are evaluating us; ask through the contact form and we'll send the NDA within one working day.

Between audits, control monitoring is continuous. Evidence for vulnerability patching, build signing, sessions in customer environments and the security of our own systems is collected as it happens rather than assembled once a year, so a control that drifts gets noticed in weeks, not at the next audit.

Auditor
Independent AICPA-accredited firm
Criteria
Security, Availability and Confidentiality
Observation period
Twelve months
Current report
1 June 2025 to 31 May 2026
Between audits
Continuous control monitoring
Report access
Under NDA, on request

Healthcare

HIPAA

Tao Systems signs Business Associate Agreements with US covered entities and their business associates. The BAA covers Tao's access to PHI during installation and support sessions inside your environment; the PHI itself stays in your cloud account or datacentre, under the AWS BAA or the Azure or GCP DPA you already hold. Our BAA template is one of the documents available under NDA.

PHI is encrypted with AES-256 at rest and TLS 1.2 or higher in transit. The audit log records reads as well as writes, which is the detail that matters when a compliance officer asks who looked at a record and when. Minimum-necessary access is enforced through roles and field-level permissions rather than through a policy document: a user without rights to a field doesn't see it in the interface, the API or an export.

HIPAA training is completed annually and a formal risk assessment is carried out each year. If we confirm a breach affecting PHI, the BAA commits us to notifying you within 72 hours.

For analytics, Basin supports de-identification using the Safe Harbor method: the 18 identifiers named in the rule are removed or generalised (dates reduced to the year, ZIP codes truncated to three digits, names and contact details dropped) as a governed pipeline step, so analysts work on de-identified tables while the identified source stays locked down.

What the BAA commits us to

  • PHI encrypted with AES-256 at rest and TLS 1.2 or higher in transit
  • Access logging that records reads as well as writes
  • Minimum-necessary access enforced through roles and field-level permissions
  • Annual workforce training and an annual risk assessment
  • Contractual breach notification within 72 hours of confirmation
  • Safe Harbor de-identification supported in Basin

UK and EU

GDPR

Our Data Processing Agreement incorporates the EU Standard Contractual Clauses and the UK International Data Transfer Addendum, so one document covers customers in the UK, the EEA and any transfer between them. Residency is under your control: Relay and Basin run in your own cloud account or datacentre, so data stays in whichever UK, EU or US region you pick, or in your own building, and never leaves the compliance boundary you already have. Tao is a processor only during installation, onboarding and support. Support is provided from the UK, so where your data sits in the EU, the cross-border access that a support session involves is covered by the SCCs and the UK Addendum in the same DPA.

Privacy questions, DPIAs, sub-processor queries and correspondence with supervisory authorities go to privacy@taosystems.dev. The sub-processor list is published below, none of it touches product data, and we give 30 days' notice before anything on it changes.

If your deployment needs a Data Protection Impact Assessment, we supply the processor-side input in writing: data flows, retention, security measures and the access model for installation and support sessions. The rest of the assessment is yours, since you're the controller and the software runs on your infrastructure.

Both products have built-in tooling for subject access requests and erasure. Relay exports everything held about a contact and can delete it; Basin's right-to-erasure workflow propagates the deletion across every connected table and produces an evidence record for your auditors. Enquiry data from this website is kept for 24 months; the privacy policy has the detail.

Agreement
DPA with EU SCCs and the UK International Data Transfer Addendum
Residency
Your cloud region or datacentre; UK, EU and US regions supported
Privacy contact
privacy@taosystems.dev
Sub-processor changes
30 days' notice
Subject rights
Built-in tooling for access requests and erasure
Enquiry data
Retained for 24 months

Our own systems

Sub-processors

We hold no customer data, so there are no sub-processors for Relay or Basin. Both run on infrastructure you control, under the cloud agreements you've already signed, and we add no hosting sub-processor. The one vendor below processes data for our own website and email only; we list it for transparency and give 30 days' notice before adding to the list or replacing it.

ProviderPurposeLocation
CloudflareWebsite hosting, DNS and email routing for taosystems.devGlobal edge network

Relay and Basin add zero sub-processors. Both run on infrastructure you control, in your cloud account or your datacentre, and the vendor above doesn't touch product data, so there is nothing to add to your data-processing agreements.

Last updated

Controls

Security controls

How the software is built, tested and supported, and where the line sits between what Tao controls and what you do. Figures below are the ones written into our contracts, not aspirations.

  • Encryption and key management

    AES-256 at rest and TLS 1.2 or higher in transit, everywhere. Keys are yours and live in your own key store: AWS KMS, Azure Key Vault, GCP KMS or an on-premises HSM. We never hold them. Every Relay tenant has its own key, so one tenant's data can't be decrypted with another's.

  • Penetration testing

    A CREST-accredited firm runs an external penetration test every year and we run internal tests every quarter. Dependencies and container images are scanned continuously. Critical vulnerabilities are patched within 7 days and high-severity ones within 30.

  • Secure development

    Every change goes through code review and static analysis before it merges, and every build is signed, so you can check that what you install matches what was released. Development and testing happen on Tao's own systems, which hold no customer data and are in scope for the SOC 2 audit.

  • Availability

    Relay and Basin run on your infrastructure, so availability and backups are under your control, using the tooling you already have: your cloud provider's snapshots and replication, or whatever your datacentre uses today. Both products document their backup and restore procedures step by step. Upgrades ship quarterly, long-term-support releases are supported for 24 months, and security patches for critical issues are released within 7 days.

  • Incident response

    A security incident affecting you is reported to you within 24 hours of confirmation, with what happened, what was affected and what we're doing about it, and you're kept updated until it's closed. If you spot something on your side that looks like a vulnerability or an incident involving the software, the disclosure process below applies and you'll hear back within 2 working days.

  • Access control

    Single sign-on through SAML 2.0 and OIDC, MFA enforced on every account, and least-privilege access through role-based and field-level permissions. SCIM provisioning removes access when someone leaves your directory. Tao's own access to your environment is granted per session, for installation, onboarding or support, through an account you issue and can revoke, scoped to the task and logged. There is no standing access.

Researchers

Responsible disclosure

If you find a vulnerability in Relay, Basin or this website, email security@taosystems.dev with enough detail for us to reproduce it: the affected component, the steps, and what you observed. We acknowledge every report within 2 working days and tell you what we found and when the fix will ship.

We follow 90-day coordinated disclosure. We ask you to hold publication for 90 days from your report, or until the fix is released if that's sooner, and we'll agree the date with you. Researchers who report in good faith are credited, by name or handle, if they want to be. We don't run a paid bounty programme.

While you're testing

  • Don't access, modify or download data that isn't yours. If you reach another customer's data, stop and tell us.
  • Don't run denial-of-service, volumetric or resource-exhaustion tests.
  • Stop as soon as you have enough to demonstrate the issue, and use your own accounts and test data wherever possible.

Under NDA

Documents available under NDA

Ask for any of these through the contact form. We send a mutual NDA within one working day and the documents follow once it's signed.

  • SOC 2 Type II report (1 June 2025 to 31 May 2026)
  • Penetration test summary
  • Information security policies
  • Business Associate Agreement
  • Data Processing Agreement
  • Sub-processor list
  • Architecture diagrams
  • Business continuity plan

Send this page to your security team.

If they have questions this page doesn't answer, put them in touch. We'll send the SOC 2 report, the penetration test summary and the policies under NDA, and take their questions on a call.