Our Commitment to Your Data Security

These days, traditional CRM solutions that offer a bare-minimum level of security don't deserve your business—or your trust. A single breach of your clients' sensitive data can entangle you in regulatory scrutiny and costly litigation for months or even years.

And the damage arising from a data breach doesn't stop there. There's also the harm to your professional reputation, your bottom line, and possibly even the continued viability of your business. It's just not worth the risk.

When it comes to security, SmartOffice is ready to be your technology partner. Our solutions enable you to quickly adopt a cybersecurity program for your firm to comply with regulations like New York's 23 NYCRR 500.

How We Safeguard Your Data

• Industry-standard internal security controls verified through an independent SOC 2 Type 2 audit
• Advanced data visibility rules that let you fine-tune user access to sensitive information
• Modern account and data protections including multi-factor authentication, encryption, backup, and disaster recovery