Security for professional firms

Answer to your auditors, your examiners and your bar.

The controls behind cloudPWR’s public-sector work, explained for banks, accounting firms and law firms. Review the evidence with your team, and bring or build the AI model you approve.

Our operating baseline

Controls you can bring to the review.

Begin with the controls described on our company security page, then examine the scope of the proposed workflow.

SOC 2 Type II

Independent attestation of controls and operating effectiveness. Request the report under NDA for your review.

Encrypted data

Data is encrypted in transit and at rest across the document workflow.

Role-based access

Control access around the people and responsibilities involved in your configured workflow.

US hosting

Azure and AWS US infrastructure supports cloudPWR’s public-sector and regulated workloads.

Map the controls to your review

Start with the rules your firm works under.

These connections help organize due diligence. Your reviewers assess the workflow, contracts and evidence against your institution’s requirements.

  • Banks: third-party risk management

    Use the security evidence in due diligence and contract review, then agree how the relationship will be monitored. Interagency community-bank guide.

  • Accounting: GLBA & the FTC Safeguards Rule

    For covered firms, map encryption, access and provider oversight into the written information security program. 16 CFR 314.4.

  • Law firms: professional responsibilities

    Examine confidentiality, model terms and supervision alongside technical controls. ABA Formal Opinion 512 and WSBA Advisory Opinion 2025-05.

AI data approach

Bring or build your own model.

Your firm chooses the model. During scoping, we work through the model provider, processing location, data access, retention and required review with your team.

Those details depend on the agreed model and deployment. We document the proposed approach before introducing client documents into an AI-assisted step.

AIRLIFT Forms and Connect provide intake and governed pipelines today. cloudPWR provides the AI adoption services and helps define the workflow around your approved model.

The vendor packet

Give your reviewers a place to start.

Download the public security overview, or request the packet to coordinate access to the SOC 2 Type II report under NDA. Tell us which team handles vendor review and what evidence they need.

Start a conversation

One workflow.
A clear next step.

Tell us what your team wants to improve. We’ll explore where to start and how to measure the results.