Security is a serious concern for any business dealing with the combination of technology and customer information. Security issues can be grouped into two broad categories: issues affecting the transmission of data between you and us, and issues affecting the data stored on our networks.
We offer multiple secure ways of sending us information (including encrypted file transfer and SFTP), and always use secure, encrypted transmission when sending you reports containing sensitive information. Our Client Audit Portal, which offers 24/7 access to your accounts, uses SSL to ensure that your connection is secure and private.
We also use state of the art technologies and practices to protect client information on our networks, including passwords, encryption, firewalls, anti-virus software, and access permissions granted based on the principle of least privilege. Further, we restrict client confidences internally to only those employees who need the information in the course of their job responsibilities.
Don’t hesitate to contact us if your business has specific security needs – our Client Services and Technology staff will work with you to find the best solution.