Our Security Overview
The document to share with your security reviewers, with a PDF you can download.
What it covers
Our Security Overview describes every control protecting your financial data, in plain language: sign-in and multi-factor authentication, how your data is kept separate from every other customer's, our staff's access, encryption, how Lou handles your data, logging, retention, how changes reach production, our providers, and how we respond to incidents.
It also says plainly where we are: we're building to SOC 2 criteria and aren't audited yet.
Download it
The Security page has the Overview as a PDF and both of our diagrams as images, ready to send to your security reviewer.
More detail
For a security questionnaire, or our System Description under NDA, email ben@priorsolutionsllc.com. Vulnerability reports go to the same address.