Multi-Office Operations
Offices as teams, one process, partner visibility across all of it.
Multi-office firms / Security & Compliance
Security controls for firm reviews
Cranston provides encryption, role-based access, signature evidence, and an audit log for firm security reviews.
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Encrypted in transit and at rest
SOC 2 examination in progress
Evidence and audit trail throughout
The security posture
These controls protect every client’s data.
Data stays encrypted
Client documents and records are encrypted in transit and at rest. The table stakes, done properly.
Access stays scoped
Roles and teams limit staff access. Portal users see only the clients that the firm grants to them.
Signatures carry evidence
Each e-signature records its evidence, with signer, timestamp, and document integrity, so authorizations hold up when questioned.
Everything is logged
The audit trail records each action by a person or AI agent.
Security questions
A SOC 2 examination is in progress. Ask us for current status and documentation for your vendor review.
