FAQ

General Platform

What is AmitaSoft?

AmitaSoft is an AI-powered infrastructure company for digital trust. We build intelligent systems that help organizations securely manage, verify, and automate the movement of data, documents, and decisions.

Who is AmitaSoft for?

AmitaSoft serves both individuals and organizations that handle critical records including financial institutions, healthcare providers, legal professionals, government agencies, and businesses managing compliance documentation.

How does AmitaSoft differ from traditional document management?

Traditional document management stores files. AmitaSoft reads them. Our platforms classify each document, extract and validate the data inside it, and trigger the next step in the workflow. A mortgage file, a tax return, or a compliance record moves forward without someone manually checking it first.

Security & Privacy

How secure is AmitaSoft?

AmitaSoft employs enterprise-grade security including end-to-end encryption, multi-factor authentication, and zero-knowledge architecture. Your documents are encrypted both in transit and at rest.

Who can access my documents?

Only you and those you explicitly authorize can access your documents. AmitaSoft uses granular permission controls and maintains a full audit history of all access.

Is my data shared with third parties?

No. We never sell, share, or use customer data for third-party purposes. Your documents remain private, encrypted, and under your full control.

Features & Functionality

What types of documents can I store?

AmitaSoft supports all document types including financial records, legal contracts, government IDs, healthcare documents, compliance certificates, and personal records.

How does the AI verification work?

Our AI helps classify documents, extract key data, flag anomalies, and track expiration dates so teams can review information more efficiently.

Can I set up automatic renewals?

AmitaSoft can track expiration dates and send reminders. Renewal workflows depend on the supported document type, integration, and approved operating process.

Products & Capabilities

What types of documents can AmitaSoft process?

Financial statements, tax records, loan applications and supporting files, identity and government documents, insurance records, and compliance documentation. Documents can be uploaded directly or synced from existing systems.

How does AmitaSoft handle data security?

Data is protected across storage, transfer, and access, with controlled authentication, granular permissions, and a full audit history of every action taken on a document. AmitaSoft is working toward SOC 2 readiness.

Which products does AmitaSoft offer?

AmitaSoft offers SafeVault, CliQloan, and TaxFlo: secure document management and verification, mortgage and lending workflow automation, and tax workflow software for CPA firms.

Pricing & Plans

Is there a free trial?

Current trial or pilot options depend on the product and use case. Contact us to schedule a demo and review the right next step.

What plans are available?

Plans vary by product, workflow, and deployment needs. Contact us for the current packaging and pricing options approved for your organization.