Do former employees still have access to client files?
Centralized identity management with instant provisioning and deprovisioning
What You Gain
- Single sign-on across all applications
- Multi-factor authentication for secure access
- Role-based access control
- Complete audit trails for compliance
When someone leaves, access is revoked across every system on a documented offboarding checklist, the same day
How It Works
1. Automated provisioning
New hires get all necessary access on day one through role-based templates
2. Enforce MFA and SSO
Multi-factor authentication and single sign-on protect every application
3. Monitor access patterns
Conditional access rules block suspicious login attempts automatically
4. Instant deprovisioning
One click revokes all access when employees leave - no lingering credentials
What's Included
Multi-factor authentication
Password plus phone/app confirmation for all logins
Single sign-on (SSO)
One login for all applications with enterprise identity provider
Role-based access control
Permissions based on job function, not individual requests
Privileged access management
Special protections for administrator accounts with audit trails
Conditional access policies
Location and device-based rules block unauthorized access
Complete audit logging
Track who accessed what and when for compliance reporting
Compliance Benefits for Professional Services
IAM isn't just security; it's proof you're protecting client confidentiality with documented controls.
Complete audit trails show who accessed what client data and when. Quarterly access reviews verify all active permissions for compliance. Separation of duties policies prevent conflicts of interest. Data residency controls ensure authentication logs stay in Canada for regulatory compliance.
For legal firms, financial advisors, and professional services, these audit capabilities are essential for demonstrating regulatory compliance and maintaining client trust.
Ready to Get Started?
Start with the Risk & AI Controls Review: fixed scope, flat CAD $2,500, credited in full if you proceed. It covers identity & access management and where it fits in your firm.
Secure Your Access