Social Security numbers, EINs, bank access — the details your clients trust you to protect. LaterLess is built so safeguarding them is the default, not something you have to configure.
Clients only ever see their own filings and documents. The separation is built into the core of LaterLess — not just hidden from view — so one client can never reach another's information.
Social Security numbers, EINs and bank details are encrypted and stored the way a bank would — searchable by your team, unreadable to anyone else.
Every login — staff and client — uses two-factor authentication, and any session can be ended instantly if a device is lost or someone leaves the firm.
Every status change, document and note is recorded against the client — your evidence trail for reviews, disputes and peer review.
Files are shared through private links that expire, so a forwarded link can never hand lasting access to anyone outside the firm.
Deadlines and reminders are created automatically and checked continuously — so nothing is missed, doubled up, or dropped.
It sounds obvious — but in most tools this is enforced by software that a single mistake can slip past. LaterLess builds the separation into its foundation, so the guarantee holds even if something above it goes wrong.
Working toward SOC 2? We're happy to walk your team through our controls.
We'll walk your team through how each client is kept separate, how data is protected, and the history we keep — and answer a vendor assessment in writing.