Security & Compliance

Enterprise-grade security features ensure your data is protected. Complete team isolation, secure public links, and comprehensive audit trails keep your business safe and compliant.

Data Protection

Team-Based Isolation

Each team operates in a completely isolated environment with its own data silo. This architecture ensures maximum security and privacy.

  • Complete data separation between teams
  • No cross-team data access
  • Independent database scoping

Encryption Standards

Industry-standard encryption protects your data both in transit and at rest, ensuring complete confidentiality.

  • SSL/TLS encryption for all connections
  • AES-256 database encryption
  • Encrypted file storage

Access Control

Role-based permissions ensure users only access what they need

Data Integrity

Validation rules prevent accidental data deletion or corruption

Backup & Recovery

Regular automated backups with point-in-time recovery

Access Control & Authentication

Authentication Features

  • • Secure password requirements
  • • Two-factor authentication (2FA)
  • • Session management
  • • Password reset protection
  • • Login attempt monitoring

Permission System

  • • Role-based access control (RBAC)
  • • Granular permissions
  • • Team-level restrictions
  • • Feature-specific access
  • • Permission inheritance

Security Best Practices

  • Use strong, unique passwords
  • Enable two-factor authentication
  • Regular security audits
  • Limit user permissions appropriately
  • Monitor login activities
  • Update access regularly

Audit Trail & Activity Logging

Comprehensive audit trails track all system activities, providing complete transparency and accountability for compliance requirements.

Tracked Activities

Invoice Activities

  • • Invoice creation and modifications
  • • Status changes and updates
  • • Email sends and views
  • • Payment recordings
  • • Invoice deletions

User Activities

  • • Login and logout events
  • • Password changes
  • • Permission modifications
  • • Team member invitations
  • • Settings updates

Sample Audit Log Entry

[2024-01-15 14:32:18] INFO
User: [email protected]
Action: INVOICE_UPDATED
Resource: Invoice #INV-2024-0156
Changes: Status changed from "Sent" to "Paid"
IP Address: 192.168.1.100
User Agent: Chrome 120.0.0.0

Compliance Features

Tax Compliance

  • VAT/GST number storage
  • Tax calculation accuracy
  • Multi-jurisdiction support
  • Tax reporting exports

GDPR Compliance

  • Data privacy controls
  • Right to erasure support
  • Data portability options
  • Consent management

Data Retention

  • Configurable retention periods
  • Automatic archiving
  • Legal hold capabilities
  • Secure data disposal

Regulatory Standards

  • SOC 2 compliance ready
  • ISO 27001 alignment
  • PCI DSS considerations
  • Industry best practices

Secure Public Links

Public invoice links are designed with security in mind, allowing clients to view invoices without compromising system security.

Unique Hashes

Unguessable URLs with cryptographic tokens

No Login Required

Clients view invoices without system access

Time-Limited Access

Optional expiration dates for links

Security Standards

SSL/TLS

Encrypted connections

GDPR

Privacy compliant

SOC 2

Security controls

ISO 27001

Best practices

Security Best Practices

Strong Authentication

Use complex passwords and enable two-factor authentication

Principle of Least Privilege

Grant users only the permissions they need

Regular Audits

Review user access and activity logs periodically

Keep Updated

Apply security updates and patches promptly