Security
When requesting and transmitting sensitive client documents, security is paramount. We employ state-of-the-art security measures and undergo regular security reviews from third-party security firms to ensure the highest level of data protection.
SOC 2 Certified
ExactSum security practices and controls have been independently audited by experts.
Encryption
Data is encrypted in transit and at rest using the most secure algorithms available.
Zero Data Retention
Your data is never used to train AI models and is deleted permanently once you remove it.
Two Factor Authentication
All internal accounts require two-factor authentication to mitigate the risk of unauthorised access.
Zero-Trust Architecture
ExactSum was architected from the beginning with security in mind. We employ a zero-trust security model, which means that no components or systems can communicate with each other without specific authorisation and authentication.
Self-Hosted and Tokenised Data Options
ExactSum can be configured with a self-hosted or third-party data storage layer so that files never touch ExactSum servers or infrastructure. You and your client interact with ExactSum directly, but the files are stored on independent infrastructure, much like an e-commerce site uses a third-party payment processor like Stripe for credit cards.
Principle of Least Privilege
Only strictly required access is granted to accounts and personnel to minimise risk.
Automated Security Checks
All code, libraries and operating systems are regularly scanned for vulnerabilities and patches or updates are made to mitigate identified security issues.
Continuous Security Monitoring & Threat Detection
We leverage modern AI tools and run continuous monitoring on our infrastructure. Threat detection monitors for malicious activity and anomalous behaviour to keep systems and data secure.
Secure Links for Client Login
ExactSum leverages secure links for client authentication. This is more convenient for clients and more secure because terminated client users can no longer access ExactSum once their IT department shuts off e-mail access.
Account Level Security
All accounts must meet minimum requirements for password complexity. Account sessions are protected through inactivity timeouts.
Regular Access Reviews
Access to systems and accounts is regularly reviewed to ensure no personnel have inappropriate access to systems or data.
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