Service
Data encryption & security
Role-based access, encryption, and hardened security controls designed to protect sensitive client and firm information.
Key elements
Control access and reduce exposure
Keep sensitive activity inside a controlled, auditable platform rather than email chains and shared drives.
Role-based access
Apply least-privilege access so only the right people see the right matters, actions, and data.
- Role-based access control
- Encryption at rest for sensitive fields
- Hardened platform configuration
Permissions
Least privilege
Web guard
| Role | Scope | Level |
|---|---|---|
| Super admin | System | Full |
| Staff | Org | Managed |
| Consumer | Own matters | Limited |
Protected fields
Encrypted
Keyed
Email
Encrypted
Phone
Encrypted
Names
Encrypted
Identifiers
Protected
Auditability and encryption
Keep a clear audit trail of actions and ensure sensitive data remains protected through encryption and controlled access.
- Traceable activity linked to matters
- Reduced reliance on email for sensitive information
- Consistent controls across the platform
Audit trail
Track key actions across files so administrators can review changes without manual log chasing.
- User-linked events
- Client file-linked history
- Clear accountability
Recent events
Immutable
Recorded
| Event | Actor | When |
|---|---|---|
| Role assigned | Admin | Today |
| Payment approved | Authoriser | Today |
| Document uploaded | Client | Yesterday |
See security controls in action
Book a walkthrough to see how CaEFT keeps access controlled and activity auditable.