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Data security and confidentiality

Your privacy and the protection of your financial information are treated as non-negotiable. We use secure systems and documented procedures to protect data throughout the engagement.

Secure client document portal

We use SmartVault to store and exchange client documents. SmartVault is designed for professional services and includes strong encryption, access controls, and audit trails.

  • Encryption at rest (AES-256)
  • SOC 2 Type 2 compliance
  • Two-factor authentication and access logging
  • SSL for in-transit protection

Operational controls

  • Least-privilege access to systems
  • Documented onboarding and offboarding
  • Secure password standards and MFA wherever available
  • Vendor review and risk awareness
Important: We will never ask you to email sensitive documents without a secure portal option.