SecuritySettings

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Security Settings

Audit log — last 100 entries

Session Policy

Idle Session Timeout

Users are automatically logged out after 15 minutes of inactivity. A 60-second warning is shown before logout.

Active

Multi-Factor Authentication (MFA)

MFA is managed at the identity provider level. Contact your platform administrator to enforce MFA for all users.

Platform-managed

Data Encryption

All data is encrypted in transit (TLS 1.2+) and at rest. Sensitive fields are stored with additional encryption.

Enforced

Audit Logging

All user actions on sensitive records are logged with timestamp, IP address, and user identity. Logs are immutable.

Active
Data Retention Policy

Pursuant to Florida Administrative Code Rule 61H1-8.001, all client records and supporting documentation must be retained for a minimum of 7 years from the date of the report, document, or engagement.

Record TypeRetention PeriodAuthorityNotes
Tax Returns & Work Papers7 yearsFL 61H1-8.001From date of report or document
Client Engagement Letters7 yearsFL 61H1-8.001From date of engagement
Audit & Assurance Files7 yearsFL 61H1-8.001 / AICPAFrom date of issuance
Payroll Records7 yearsIRS / FL StatuteFrom date of filing
Invoices & Billing Records7 yearsIRS Rev. Proc.From date of transaction
Audit Log (Platform)IndefiniteInternal PolicyImmutable — never deleted

* This summary is for informational purposes. Consult your licensed CPA or legal counsel for jurisdiction-specific obligations.

Account Deletion

This will permanently delete:

  • Your user profile and all login access
  • All client records, portals, and contacts
  • All projects, tasks, and time entries
  • All invoices and billing history
  • All company settings and integrations

This action cannot be reversed.

Activity Log
0
No audit entries found.