Swanson Reed, a respected U.S. R&D tax credit advisory firm that focuses exclusively on R&D tax credit preparation and audit defense, has obtained ISO 27001 certification, highlighting its dedication to protecting sensitive data and fostering client confidence. For more than 30 years, the company has served businesses nationwide, helping them claim R&D tax credits while now adding global security recognition to its credentials.
Strengthening Security Standards for Clients
ISO 27001 sets out stringent criteria for implementing an information security management system (ISMS). Certification confirms Swanson Reed’s ability to safeguard client information, manage risks, and operate under best-practice standards. This milestone builds upon its ISO 31000:2009 Risk Management certification, further enhancing its operational credibility.
Clients can trust that tools such as the AI-powered TaxTrex software and the creditARMOR audit defense program are supported by strong security measures. The firm processes over 1,500 R&D tax claims each year while maintaining the confidentiality of proprietary and financial data.
Unlike one-time compliance efforts, ISO 27001 requires regular reviews and adjustments to keep pace with evolving cyber risks. Swanson Reed’s systems are continually updated to remain resilient against emerging threats.
The company also invests in secure infrastructure, multi-factor authentication, encryption protocols, and real-time monitoring, ensuring its defenses are both preventive and responsive. These measures provide assurance not only to clients but also to regulators and business partners who expect strong security governance.
“Obtaining ISO 27001 certification is proof of our dedication to secure, reliable service delivery,” said Damian Smyth, CEO. “We value the trust placed in us and work tirelessly to protect it.”
Innovation and Security Go Hand in Hand
Swanson Reed’s certification also reflects its forward-thinking approach to innovation. With teams of engineers, accountants, enrolled agents, and legal professionals, the firm combines technical expertise with secure digital platforms to streamline R&D credit claims.
Its AI-powered TaxTrex system allows businesses to self-claim in as little as 90 minutes, while creditARMOR provides audit defense and insurance to reduce risk exposure. Both platforms are now underpinned by ISO-certified data security, giving clients an added layer of confidence.
Beyond tools, Swanson Reed embeds a “security-first” culture across its operations. Employees are regularly trained in compliance, cyber awareness, and data-handling protocols. Internal audits, documented processes, and strict access controls ensure that security is not just a policy but a daily practice.
The firm’s client base spans multiple industries from technology startups and manufacturers to healthcare providers and energy companies. These businesses often rely on proprietary intellectual property and sensitive financial information when preparing R&D claims. Swanson Reed’s adherence to ISO 27001 ensures that such information remains safeguarded at every stage of engagement.
A Competitive Edge in a Data-Conscious Market
As data security becomes an essential factor in choosing business partners, Swanson Reed’s certification positions it as a leader in both innovation support and information protection. The dual credentials in ISO 31000 and ISO 27001 make it one of the few advisory firms with comprehensive risk and security coverage.
In an era where cyber threats, data breaches, and compliance failures can damage reputations and lead to costly penalties, businesses are increasingly seeking advisors who can combine financial expertise with world-class security. Swanson Reed’s recognition demonstrates that it is not only a trusted R&D tax advisor but also a reliable guardian of client data.
By uniting innovation, compliance, and security, the firm sets a new benchmark in the R&D tax advisory industry offering clients peace of mind that their claims are managed by a partner committed to both results and responsibility.
For more information, visit www.swansonreed.com.
