Your Data. Your Trust. Our Commitment.

At Automate 2 Scale, we know your business runs on trust and confidentiality — especially if you’re an attorney, accountant, or financial professional. That’s why protecting your data isn’t just an IT thing — it’s a promise.

Secure by Design

• All accounts are encrypted (locked in transit and at rest).

• Each client has a private, isolated sub-account — no data ever overlaps.

• We use enterprise-level cloud hosting with the same standards trusted by banks and Fortune 500 companies.

Control in Your Hands

• You own your account and decide who has access.

• Role-based permissions ensure only the right people see the right things.

• We enforce two-factor authentication for extra protection.

Confidentiality Guaranteed

• Every team member is bound by strict confidentiality agreements.

• We never use, share, or disclose your information without your permission.

• If required, we’ll sign NDAs or compliance agreements (ABA, IRS, HIPAA).

Industry Alignment

• Attorneys: ABA confidentiality standards.

• Accountants/CPAs: IRS + GLBA security guidelines.

• Healthcare: HIPAA-ready with Business Associate Agreements.

Our Promise

• Your data stays confidential, secure, and under your control.

• We take your trust seriously and have built our systems around that responsibility.

“We treat your data like a locked vault that only you hold the key to.”