Finexo

Security at Finexo

How we protect practice and business data

CA firms and businesses entrust Finexo with client details, filings, and credentials. We use layered controls — encryption, cloud hosting practices, backups, and access permissions — so your team can work in the cloud with clearer guardrails than scattered spreadsheets and shared password notes.

Core protections

These themes match what we describe across Finexo PMS and related product pages. We do not claim third-party certifications here unless we publish them separately.

Encryption in transit

Data transmission is protected with industry-standard 256-bit SSL/TLS encryption so sensitive information stays private between your browser and Finexo services.

Encryption at rest

Sensitive data is encrypted at rest using industry-standard practices, so client and practice information remains protected in storage.

AWS cloud hosting

Finexo products are hosted on Amazon Web Services (AWS), using mature cloud infrastructure for network security, physical controls, and redundancy.

Automated daily backups

Data is backed up daily with redundant copies, so practices have a recovery path if something goes wrong.

Access controls & permissions

Role-based permissions help partners and staff see only what they need — reducing accidental exposure of client records across the team.

Credential vault (Finexo PMS)

Finexo PMS includes an encrypted client credential vault for portal logins (such as GST and income tax portals), with masked display and access limited to authorised users.

Credential vault for CA practices

In Finexo PMS, portal passwords for GST, income tax, and related systems can live in one encrypted vault tied to the client record — instead of floating across WhatsApp chats and personal notes. Passwords can stay masked by default, and access can be limited with team permissions.

See client management & credential vault

What we are not claiming

We do not list ISO, SOC, or similar certifications on this page unless Finexo has published them as current credentials.
Security is shared: firm admins should use strong passwords, careful role assignment, and good device hygiene.
For product-specific workflows, see the Finexo PMS security section and client management pages.

Questions about security?

Reach our team — we are happy to walk through how Finexo handles practice data.