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Bank-grade security & compliance

Your sensitive financial data is protected by enterprise-level security controls and compliance frameworks.

Multi-layered security architecture

Comprehensive protection at every level of our platform

Data Encryption

End-to-end encryption for all data in transit and at rest

  • AES-256 encryption for stored data
  • TLS 1.3 for data in transit
  • Encrypted database connections
  • Signed URLs for document access
  • Hardware security modules (HSM)
  • Regular key rotation schedules

Access Control

Granular permissions and role-based access control

  • Multi-factor authentication (MFA)
  • Role-based access control (RBAC)
  • Principle of least privilege
  • Session management and timeouts
  • IP allow-listing capabilities
  • Single sign-on (SSO) support

Audit & Monitoring

Comprehensive logging and real-time monitoring

  • Complete audit trail logging
  • Real-time security monitoring
  • Automated threat detection
  • PII redaction in logs
  • SIEM integration ready
  • Compliance reporting tools

Data Privacy

Strict data handling and privacy protection

  • Data minimization practices
  • Automatic data retention policies
  • Right to deletion support
  • Privacy-by-design architecture
  • Data anonymization tools
  • Consent management systems

Compliance & certifications

Meeting the highest industry standards for data protection

SOC 2 Type II

In Progress

Comprehensive security, availability, and confidentiality controls

PCI DSS

Compliant

Payment card industry data security standards

GDPR

Compliant

European Union General Data Protection Regulation

CCPA

Compliant

California Consumer Privacy Act compliance

Secure infrastructure

Built on enterprise-grade cloud infrastructure with multiple security layers

Cloud Infrastructure

AWS/Azure

Multi-region deployment
Auto-scaling and load balancing
99.99% uptime SLA
DDoS protection
Network segmentation
Private cloud options available

Database Security

Encrypted at rest

Encrypted database storage
Connection encryption
Database firewall rules
Automated backups
Point-in-time recovery
Cross-region replication

Application Security

Multi-layer protection

Web application firewall (WAF)
SQL injection prevention
XSS protection
CSRF token validation
Rate limiting and throttling
Secure coding practices

Responsible data handling

Privacy-first approach to data collection, processing, and storage

Data Collection

  • Only collect necessary data
  • Clear consent mechanisms
  • Transparent privacy policies
  • Purpose limitation principles

Data Processing

  • Automated PII detection
  • Data classification systems
  • Encryption at processing
  • Secure multi-party computation

Data Storage

  • Geographic data residency
  • Retention period enforcement
  • Secure deletion procedures
  • Backup encryption

Data Sharing

  • Need-to-know access only
  • Data sharing agreements
  • Third-party security assessments
  • Audit trail for all access

Your security responsibilities

Best practices to keep your data secure

Recommended Practices

  • Enable multi-factor authentication
  • Use strong, unique passwords
  • Regularly review user access
  • Keep software up to date
  • Train staff on security awareness
  • Implement IP allow-listing

Security Reminders

  • Never share login credentials
  • Log out from shared computers
  • Report suspicious activity immediately
  • Avoid public Wi-Fi for sensitive work
  • Verify requests for sensitive data
  • Keep business and personal accounts separate

Questions about security?

Our security team is available to discuss compliance requirements and answer your questions