Enterprise-Grade Security Your Clients Demand
Built for professional services firms who handle sensitive client data and need bulletproof security.
Compliance Certifications You Can Trust
We maintain the highest standards of security and compliance to protect your firm and your clients.
Independently audited annual compliance
- Covers security, availability, confidentiality
- Full audit report available on request
- Annual third-party assessment
- Continuous monitoring and improvement
Complete data protection compliance
- Right to be forgotten implementation
- Data residency options available
- Privacy by design architecture
- Data processing agreements included
Information security management system
- Continuous security improvement process
- Risk-based security approach
- International security standard
- Regular security assessments
Healthcare compliance prepared
- Business Associate Agreements available
- Healthcare consulting firm ready
- Protected health information secure
- Healthcare audit trail compliance
Comprehensive Security Architecture
Every layer of our platform is designed with security-first principles to protect your most sensitive data.
Data Protection
End-to-end encryption for all data
- AES-256 encryption at rest
- TLS 1.3 encryption in transit
- Zero-knowledge architecture options
- Client-side encryption available
Access Control
Role-based access control (RBAC)
Infrastructure Security
Enterprise cloud infrastructure
Monitoring & Auditing
Real-time security monitoring
Industry-Specific Security Requirements
Tailored security measures for the unique compliance needs of different professional services industries.
Security Resources & Assessment
Everything you need to evaluate and implement enterprise security for your firm.
Interactive Security Checklist
Assess your current security posture
Security Documentation
Comprehensive security resources
Need a Security Assessment for Your Firm?
Our security experts will review your requirements and provide a customized security plan for your professional services firm.