We hold client information to the same standard we recommend to clients.
- Confidential by contract. Every engagement is covered by confidentiality terms, and we never name clients without permission.
- Need-to-know access. Only the people working on your engagement can see your information, and access is protected with multi-factor authentication.
- Secure storage. Client documents and evidence are kept in encrypted business systems.
- Kept only as long as needed. We return or securely delete your information when the engagement ends, or sooner on request.
- Vetted people. Our advisors are screened and bound by confidentiality obligations.
Need more detail for your vendor review? We’ll share it under NDA.
Questions about our security practices?
We’re happy to complete your vendor security questionnaire.