Security & Compliance
Security & Backups
Your data and your client portal are protected with multiple levels of security: “https” protected pages, username and password protection, plus 256-bit encryption technology.
Our systems are backed up daily for maximum protection against lost data.
Compatibility
Access your business and client data using the most popular browsers (Chrome, Firefox, Internet Explorer, Safari, etc.)
Easily export information to QuickBooks.
Import information from a third-party client database (Outlook, etc.).
Sync calendar information with Google, Outlook, iCal and your smartphone.
Download reports to Excel.
Compatible with PC and Mac.
Compliance
We follow the strict rules and guidelines of the GDPR to protect your and your clients' privacy and data rights.
