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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

You don’t just require a password manager; what you truly need is a dedicated cloud and data security solution specifically designed for accountants. Practice Protect offers a comprehensive suite of features, ranging from compliance assistance to advisory services, along with single sign-on and seamless offboarding options. It's the most trusted platform among accountants around the globe, surpassing all other data and password management tools. With Practice Protect, you can expand your practice confidently, hire skilled professionals, work remotely, and provide support to your teams wherever they are, all while enjoying enhanced login security, email safeguards, and extensive cyber threat training. Everything you need is incorporated into one platform. Boasting over 50 custom-built features and more than 6,000 integrations, accounting firms experience heightened safety and scalability with Practice Protect. This platform offers encryption that is up to 10 times stronger than standard password managers, as well as compliance templates, security training, and limitless support from person to person. Ultimately, Practice Protect stands out as the all-in-one cloud and cybersecurity solution for contemporary accounting firms. Discover why a greater number of accountants globally opt for Practice Protect over any other data security tool available.

Description

Our cutting-edge compliance software caters to a wide range of organizations, from large compliance firms to smaller RIA compliance teams. The SmartRIA platform is specifically tailored to meet the diverse needs of compliance consultants, compliance officers, operations teams, investment advisors, wealth managers, and the personnel that support them. SmartRIA empowers firms like yours to flourish in a competitive landscape. Are you looking for a solution that can efficiently manage hundreds of professionals while scaling alongside your needs? SmartRIA stands out as the most adaptable RIA compliance management platform available in the market. You can trust that your cyber-defense protocols and procedures will safeguard the sensitive client information entrusted to your firm through meticulous professional evaluation and documentation. Leverage SmartRIA to establish robust documentation practices and foster a compliance-oriented culture, ensuring that your operational processes are as efficient and transparent as possible. With the SmartRIA platform, you will join over 2,400 firms that are already benefiting from this effective RIA compliance management tool, making it a trusted choice for the industry. This platform not only simplifies compliance management but also enhances overall operational effectiveness for its users.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Dropbox Yes 
FuseSign Yes 
Google Workspace Yes 
Microsoft 365 Yes 
Microsoft SharePoint Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Salesforce Yes 
Xero Yes 

Integrations

Dropbox No 
FuseSign No 
Google Workspace No 
Microsoft 365 No 
Microsoft SharePoint No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Salesforce No 
Xero No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

PracticeProtect

Founded

2016

Country

Australia

Website

www.practiceprotectonline.com

Vendor Details

Company Name

Smartria

Founded

2011

Country

United States

Website

smart-ria.com

Product Features

Identity Management

Access Certification Yes 
Compliance Management Yes 
Multifactor Authentication Yes 
Password Management Yes 
Privileged Account Management Yes 
Self-Service Access Request Yes 
Single Sign On Yes 
User Activity Monitoring Yes 
User Provisioning Yes 

IT Security

Anti Spam No 
Anti Virus No 
Email Attachment Protection No 
Event Tracking Yes 
IP Protection Yes 
Internet Usage Monitoring No 
Intrusion Detection System Yes 
Spyware Removal No 
Two-Factor Authentication Yes 
Vulnerability Scanning Yes 
Web Threat Management No 
Web Traffic Reporting No 

Network Security

Access Control No 
Analytics / Reporting No 
Compliance Reporting No 
Firewalls No 
Internet Usage Monitoring No 
Intrusion Detection System No 
Threat Response No 
VPN No 
Vulnerability Scanning No 

Product Features

Compliance

Archiving & Retention Yes 
Artificial Intelligence (AI) No 
Audit Management Yes 
Compliance Tracking No 
Controls Testing No 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance No 
Incident Management No 
OSHA Compliance No 
Risk Management Yes 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control No 
Workflow / Process Automation No 

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