Security Settings
Audit log — last 100 entries
Idle Session Timeout
Users are automatically logged out after 15 minutes of inactivity. A 60-second warning is shown before logout.
ActiveMulti-Factor Authentication (MFA)
MFA is managed at the identity provider level. Contact your platform administrator to enforce MFA for all users.
Platform-managedData Encryption
All data is encrypted in transit (TLS 1.2+) and at rest. Sensitive fields are stored with additional encryption.
EnforcedAudit Logging
All user actions on sensitive records are logged with timestamp, IP address, and user identity. Logs are immutable.
ActivePursuant 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 Type | Retention Period | Authority | Notes |
|---|---|---|---|
| Tax Returns & Work Papers | 7 years | FL 61H1-8.001 | From date of report or document |
| Client Engagement Letters | 7 years | FL 61H1-8.001 | From date of engagement |
| Audit & Assurance Files | 7 years | FL 61H1-8.001 / AICPA | From date of issuance |
| Payroll Records | 7 years | IRS / FL Statute | From date of filing |
| Invoices & Billing Records | 7 years | IRS Rev. Proc. | From date of transaction |
| Audit Log (Platform) | Indefinite | Internal Policy | Immutable — never deleted |
* This summary is for informational purposes. Consult your licensed CPA or legal counsel for jurisdiction-specific obligations.
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.
