Data Security & Compliance
CAOA's enterprise-grade security framework protects your accounting firm's data with AES encryption, multi-factor authentication, role-based access control, and 24/7 monitoring on Microsoft Azure.
Security is Our Top Priority
When it comes to security, we understand that protecting your data and ensuring the confidentiality, integrity, and availability of your information is of paramount importance.
Our commitment to providing best-in-class security measures ensures that your sensitive data remains safe and secure. Here's how we prioritize security in our solutions:
Standards CAOA is Built Against
From cloud infrastructure to data handling, every layer of CAOA is designed and audited against recognised international standards.
Hosted on Microsoft Azure with ISO 27001, SOC 1, SOC 2, and FedRAMP certifications. 99.9% uptime SLA, geo-redundant data centres, and automated failover.
Full compliance with the EU General Data Protection Regulation. Data processing agreements available, right-to-erasure workflows built in, and data residency options configurable per firm.
Industry-standard AES-256 encryption applied to all data at rest. TLS 1.3 enforced for all data in transit. Encryption keys are managed per-tenant and rotated on a defined schedule.
Every user action — login, document access, task change, approval, export — is logged with timestamp and user identity. Audit logs are immutable, exportable, and retained for a minimum of 7 years for regulatory review.
Define custom roles — Partner, Manager, Staff, Client — each with granular permissions per module. Staff can only see tasks assigned to them; clients see only their own documents. No data leaks across accounts.
Automated daily backups with point-in-time restore. Cross-region replication ensures that a data-centre outage does not result in data loss. Recovery Time Objective (RTO) < 4 hours; Recovery Point Objective (RPO) < 1 hour.
Common Security Questions
Everything accounting firms ask before trusting CAOA with client financial data.
Where is my firm's data stored, and who can access it?
Your data is stored exclusively on Microsoft Azure data centres in the region you select at onboarding (India, US, EU, or APAC available). Only authorised personnel at your firm can access your data. CAOA staff access is role-restricted, logged, and requires multi-party approval for any production access request. We never share or sell client data.
Is CAOA compliant with data protection laws in India, the UK, and the UAE?
Yes. CAOA is designed for compliance with GDPR (EU/UK), India's DPDP Act 2023, UAE Federal Law No. 45 of 2021 on Personal Data Protection, and PDPA (Singapore/Malaysia). Data processing agreements, privacy notices, and right-to-erasure workflows are available for all jurisdictions. Contact your account manager to review the Data Processing Addendum relevant to your country.
How does CAOA handle multi-factor authentication (MFA)?
MFA is available for all CAOA accounts and can be enforced as mandatory at the firm level by an Administrator. Supported second factors include TOTP authenticator apps (Google Authenticator, Microsoft Authenticator) and SMS OTP. MFA is required for all access to the admin panel and any export of client data. Session tokens expire after configurable inactivity periods (default: 30 minutes).
How often does CAOA conduct security audits and penetration testing?
CAOA undergoes independent penetration testing at minimum annually, plus automated vulnerability scans on every release. Our security team monitors the OWASP Top 10 and patches critical CVEs within 24 hours of public disclosure. Security test reports are available to enterprise customers under NDA on request.
What happens to my data if I stop using CAOA?
You own your data at all times. Before cancellation, you can export a full copy of all firm and client data in standard formats (CSV, PDF, ZIP). After account closure, data is retained for 30 days for recovery purposes, then permanently deleted from all systems including backups. A signed data deletion certificate is available on request.
Our Unwavering Commitment to Security
At our company, we prioritize best-in-class security measures to provide you with peace of mind and protect your institute's valuable data. By employing robust encryption, authentication mechanisms, access controls, and continuous monitoring, we ensure that your information remains secure.
Partner with us to benefit from our unwavering commitment to security and safeguard your institute against potential threats.
Your Data is Safe
with CAOA
Partner with us to benefit from our unwavering commitment to security. Protect your institute's valuable data with best-in-class measures.
Security, Privacy & Trust Resources
Everything you need to know about CAOA's security, compliance, and data protection