How we protect your data and your filings
You are handing us your sales data and authority to file on your behalf. Here is how that is protected.
Role-based access
People only see the clients and records they are allowed to.
Multi-factor authentication
Enforced for staff on every account.
Encrypted credential vault
For any portal or account credentials we hold.
Tamper-evident audit log
Hash-chained, so the record of what happened cannot be quietly altered.
Seven-year evidence archive
Kept per filing, for the day someone checks.
Backups and monitoring
Regular backups and monitoring across the platform.
[ HONEST FORWARD-LOOKING NOTE, confirm before publishing ]
Be straight about what is in progress versus done. If you are not yet SOC 2 certified or carrying E&O insurance, do not imply you are. State what you have today and what is on the roadmap. Sophisticated buyers ask, and getting caught overstating this is worse than not having it yet.