Built for sensitive
financial data.
Your clients' sensitive financial documents and information are protected every step of the way — with strong encryption, strict access controls, and a complete audit trail. Security is built in from day one, not bolted on as an afterthought.
Encryption
Protecting your clients' data at every stage.
Sensitive field encryption
Tax IDs, EINs, and other sensitive fields are encrypted before they're stored — keeping them secure even if someone gains unauthorized access.
Masked display
Sensitive fields are masked by default. Every reveal is logged in the audit trail.
File encryption
Every document you or your clients upload — W-9s, receipts, bank statements, invoices — is encrypted before storage and only decrypted briefly in memory when needed.
Encrypted in transit
All communication between your browser and our servers uses industry-standard encryption so nothing is exposed while moving.
Access Control & Audit Trail
Complete control over who sees what.
Secure sign-in
Sign in with email, Google, or Microsoft. We never store or handle your password directly.
Role-based access
Granular permissions control who can approve, manage settings, and access sensitive data — so the right people have the right access, and nothing more.
Workspace visibility
Choose per workspace: open to anyone with the link, protected by an access code, or strictly limited to invited members only.
Every action logged
Approvals, rejections, comments, status changes, file uploads, sensitive field reveals — all recorded with who did it and when. No more "who signed off on this?"
Audit trail export
Download a complete record of all activity for any workspace or request — ready for your accountant, auditor, or compliance review.
Infrastructure
Built on a foundation you can trust.
Dedicated infrastructure
Your data runs on dedicated servers we operate and control — not shared cloud instances. Stronger isolation, consistent performance.
Encrypted backups
Nightly backups are encrypted before leaving our systems and stored separately. Unencrypted copies are deleted immediately.
DDoS protection
Always-on defenses against attacks and malicious traffic keep the platform available when you need it.
Compliance
EasyRequests is built on infrastructure from providers who maintain rigorous SOC 2 compliance standards. Data export and account deletion are built in. Stripe handles all payment processing — no credit card data ever touches our servers.
Report a vulnerability
Found a potential security issue? Email us at [email protected] — we take every report seriously and respond within 48 hours.
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