Encryption, MFA, role-based access and audit logging, what they mean for your records.
Encryption everywhere
Every document is encrypted in transit and at rest, and downloads use short-lived links.
Only the right people
Staff see only the clients assigned to them, and every view or download is logged to an individual login.
Multi-factor authentication
Every client and staff login requires a second factor.
This article is general information, not tax advice. Every situation is different. Talk to your advisor before acting.
- #security
- #privacy
