How Worthy handles document security and encryption

When advisors upload sensitive documents like tax returns through Worthy, multiple layers of protection are in place to keep client data secure.

Security measures

• Secure storage: Documents are encrypted and stored in secure cloud storage, with each client assigned their own unique encryption keys to protect their data

• AI analysis: Documents are securely transmitted to Claude Sonnet 4.5 on Vertex AI for analysis

• Data encryption: All extracted data is encrypted using Data Encryption Keys (DEK) from AWS KMS before being stored in our database

If you have questions about Worthy's data security practices, contact us at hello@withworthy.com.