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Security

How we protect your data

Authentication, encryption, payment security, and full audit trails — layered defenses that keep your contracts and client data safe.

Authentication & access control

  • Two-factor authentication (TOTP with backup codes)
  • Layered rate limiting per account and per IP
  • Progressive account lockout after repeated failed attempts
  • Suspicious activity detection (credential stuffing, distributed attacks, bot patterns)
  • IP blocklisting for malicious actors
  • Passwords stored as one-way hashes, never in plaintext
  • Role-based access control (7 distinct roles)
  • Session management: JWT with 30-day expiration, secure cookies

Data encryption

  • Encryption at rest: AES-256-GCM for sensitive financial data
  • Bank account details encrypted (account numbers, routing numbers)
  • Random IVs per encryption operation
  • Authentication tags for integrity verification
  • Encryption keys managed outside the codebase with strict access controls and separation from application data

Payment security

  • Card data handled exclusively by Stripe (a PCI DSS Level 1 certified provider) — raw card data never touches our servers
  • Stripe Connect for marketplace payments
  • ACH encryption with NACHA compliance
  • Plaid integration for secure bank verification

Network security

  • HTTPS/TLS 1.3 enforcement
  • Secure cookie configuration (__Secure- prefix, httpOnly, sameSite)
  • CORS protection
  • CSRF token validation

Audit & logging

  • Comprehensive audit logs for all user actions
  • Login attempt tracking (IP, user agent, timestamp)
  • Contract signature tracking (IP, location, device info)
  • Document interaction logging
  • Security event logging (suspicious activities, lockouts, blocks)

Security FAQs

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