secure technology

Your Data is Safe

As a financial services company, Complete Controller is acutely aware of the importance of data privacy and security, and we've made this one of our most important priorities. So that you can have the highest level of trust that your data is secure when you work with us, we wanted to share some of the ways that we protect your data.

  Through Our Partners

The first way we protect your data security is through our relationships with industry leading cloud partners who host and manage various components of our system. For example, at Complete Controller, your files are stored in a secure and robust cloud environment designed by Box™, a company with experience protecting sensitive data for organizations all over the world including members of the Fortune 500. Your accounting is managed in QuickBooks™ online. As an Elite QuickBooks™ ProAdvisor partner, we offer advanced service, support, and security for your data. Our SmartAP vendor bill management and payment authorization system utilizes a direct connection to our customers online banking back-end to ensure a clear audit trail and best in class fraud prevention measures.

  With Our Systems and Processes

The second way we protect your security is though our systems. Our web-based platform, CAS-i, is secured by PingOne™ , a leader in Privileged Access Management (PAM) and Identity Governance Administration (IGA). Leveraging this valuable resource we deliver our customers consistent SSO access to their integrated accounting functions and the many back-office tools they use to run their businesses and households.

  In Our Culture

An unfortunate truth in IT is that even the best designed systems can be compromised by users making basic security mistakes or falling for malicious tactics designed to trick a user into disclosing private login or access credentials. The third way we protect your security is though our company culture. Security is always top of mind in our staff meetings, our infrastructure planning, and as we develop new and innovative ways to serve our customers. We train our staff in security best practices, such as how to identify phishing emails, how to store their passwords, and how to avoid situations where they might accidentally share their information with unauthorized parties. Keeping security constantly at the forefront is the most powerful tool for keeping our data safe.

  By the Vigilance of Our IT Team

Technology security is a rapidly evolving field, with new threats emerging constantly. At the same time, new technologies are always being developed to counter those threats and make systems more resilient against future ones. The final way we protect your data security is through our experienced IT team who is constantly monitoring the changing security environment, evaluating new technologies, updating our current solutions, and deploying new ones to keep pace.

n the behalf of the IT team here at Complete Controller, we want to give you the peace of mind that when you work with us, your data is in good hands, protected by leading industry technology and an entire company dedicated to the privacy and security of your information. If you have any specific questions about our security practices, please feel free to contact us.

Stephen Huck
Systems Administrator