Client Data, Handled The Way A Professional Firm Expects
Canopyfax.com is built to hold sensitive client financial data responsibly, with access controls and oversight designed for accounting and advisory teams.
Secure Client Data Handling
Client income, deduction, and scenario data is stored and transmitted using industry-standard secure protocols, and treated as sensitive at every stage of the platform.
Role-Based Access
Assign staff, associates, and partners specific access levels so team members only see the clients and projections relevant to their role.
Activity Tracking
Changes to client projections and scenarios are logged, giving firms visibility into who accessed or modified a given client file.
Professional Permissions
Control which team members can create scenarios, generate client reports, or manage firm-wide settings.
Data Protection Practices
Canopyfax.com follows structured internal practices for data retention, backup, and access review to reduce risk to client information.
Firm-Level Oversight
Administrators can review team activity and permissions across the firm's full client roster from a single settings view.
Our Approach To Security
Have Security Questions For Your Firm?
Request access and our team will walk your firm through our data handling practices.