SOC 2 Certified
500+ Firms Trust Us
15+ Hours Saved/Week
Enterprise Security & Compliance

Enterprise-Grade Security Your Clients Demand

Built for professional services firms who handle sensitive client data and need bulletproof security.

500+
Regulated Firms Trust Us
0
Security Incidents in 3 Years
$10M
Cyber Liability Insurance
99.9%
Uptime SLA Guarantee

Compliance Certifications You Can Trust

We maintain the highest standards of security and compliance to protect your firm and your clients.

SOC 2 Type II
Certified

Independently audited annual compliance

  • Covers security, availability, confidentiality
  • Full audit report available on request
  • Annual third-party assessment
  • Continuous monitoring and improvement
GDPR Compliant
Compliant

Complete data protection compliance

  • Right to be forgotten implementation
  • Data residency options available
  • Privacy by design architecture
  • Data processing agreements included
ISO 27001
Certified

Information security management system

  • Continuous security improvement process
  • Risk-based security approach
  • International security standard
  • Regular security assessments
HIPAA Ready
Ready

Healthcare compliance prepared

    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

    Security Dashboard
    System Status: Secure
    Live
    Encryption
    AES-256
    Uptime
    99.98%
    Recent Security Events
    ✓ MFA login successful - 2 min ago
    ✓ Data backup completed - 15 min ago
    ✓ Security scan passed - 1 hour ago

    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

    Multi-factor authentication enabled
    Data encryption at rest and in transit
    Regular security audits and assessments
    Incident response procedures documented
    Employee security training completed

    Security Documentation

    Comprehensive security resources

    Security Whitepaper
    PDF2.4 MB
    Compliance Questionnaire
    PDF1.8 MB
    Security Best Practices
    PDF3.1 MB
    Incident Response Guide
    PDF1.2 MB

    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.