Built for firms that answer to their clients
Your clients trust you with their financials. We're the layer that has to be worthy of that trust — so security is designed into every placement, not added after.
What's in place today
NDAs & confidentiality
Every professional signs NDAs and confidentiality agreements before any client access — covering your firm and your clients.
Multi-factor authentication
MFA/TOTP enforced on every internal admin and staff account, verified at onboarding. Client portal access uses single-use, time-limited sign-in links instead of passwords — nothing to phish or leak.
Secure managed workstations
Company-issued, monitored machines with no local data storage — client data never lives on a personal device.
Role-based access
Least-privilege by default: each professional can reach only the systems and clients their role requires.
Password management
Enterprise password vault across the team — no shared logins, no credentials in spreadsheets.
Encrypted systems
Encryption in transit and at rest across our stack, with access logging on sensitive systems.
SOC 2 roadmap
NOW
Controls above enforced on every placement; policies documented.
NEXT
Continuous monitoring platform and formal readiness assessment.
AT SCALE
SOC 2 Type II audit as the client base grows.
Have a security questionnaire?
Send it over — we'll complete it before your discovery call.