Two-factor authentication
Advisor sign-in requires an authenticator code alongside a password, adding a second check before account access.
SECURITY & CONTROL
Client trust is personal.
Protecting it is practical.
Your practice handles information that matters. KYC Pro brings account access controls, encrypted connections and recorded activity into your everyday workflow.
PROTECTION AT EACH STEP
From signing in
to signing documents.
Know how access is managed, how information moves and which records are available to your practice.
THE PROTECTION FRAMEWORK
01
Verify accessPassword + authenticator code
02
Control permissionsAccount boundaries + team roles
03
Keep a recordActivity history + signing events
Access with clear boundaries
Client records are scoped to your account. Assistants and administrators receive access according to their role.
Encrypted connections
HTTPS encrypts information as it travels between your browser and KYC Pro.
A record behind every signature
KYCSign records signing events and creates a document fingerprint that helps identify changes to a completed file.
Visibility into account activity
Review recorded actions in your audit log and export the history when you need a copy for your records.
Browser security controls
Security headers restrict how pages load content and how other websites can embed them.
YOUR INFORMATION, WITH CONTEXT
Keep your records within reach.
Export your client list and audit history, and download completed documents when your practice needs them.
Our Privacy Policy explains how information is used and retained, the providers involved, and how to request access or deletion.
Read the Privacy Policy →LET’S TALK ABOUT YOUR PRACTICE
Bring your security questions.
Talk to us about account access, data handling or the requirements of your firm.