IT for financial advisors and accountants who hold their clients' most sensitive numbers.

Client financial data is among the most sensitive information any business handles, and financial and accounting firms carry real regulatory duties around how it is stored and protected. Most are meeting those duties on consumer-grade cloud platforms while paying steadily rising SaaS fees for the privilege.

State law can be very particular about these kind of organization. The mechanisms, in addition to storage protocols, any entity who maintains personal information about a consumer, or resident, must also maintain a risk-based information security platform. This aforementioned security initiative must require; by written contract, that any outside party handling that information does the same.

That contract is something we hold ourselves to, individually and personally, and of the first we would put in front of you.

What we are building

We're building a technology ecosystem that encapsules personal perferences and options that are offered by anyone else, truthfully. We have no intention of 'reinventing the wheel', however, we do plan to use pre-existing systems in a way that gives a well rounded environment:

• Encrypted email, File storage that stays in-house or in EU jurisdiction rather than in an advertising company's cloud.
• Two-factor login, enforced rather than suggested.
• Network-level blocking of phishing and malware.
• Encrypted off-site backups that we restore with you before we leave.
• One managed relationship instead of a stack of separate subscriptions you have stopped reading the invoices for.

About SOC 2, before you have to ask

We do have a 2 report via contract that meets the requirements of your practices protocols. Our SOC2 report is currently hosted via 3rd party. however all of our tools are serviced and engineered by SafeHaven Technologies, LLC. consultants.

We offer:

• Endpoint Detection & Response
• Remote Monitoring & Management
• Patching & Update Implementation
• Disaster Recovery (Backup & Recovery)
  • D.R. Testing
• Managed Anti-virus
• Network Managment
• Incident Management & End-user support
• Ad-Hoc Project Managment & Consultation sessions
• Scheduled reports based on service model

Book a discovery conversation about protecting your clients' financial data.