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Professional firms and regulated professions

Protecting professional secrecy day to day

Firms hold confidential client data and handle funds or bank details. They are a prime target for payment fraud and data theft, with professional ethics obligations on top of the GDPR.

Kayzen Security is in a pilot programme: no customer references are cited on these pages, and no module is on sale yet.

The sector's challenges

  • Professional secrecy

    A leak of client files can expose the firm to liability and damage trust for a long time.

  • Email, the entry point

    Attachments, exchanges with clients and fellow professionals: email concentrates phishing and impersonation.

  • Funds and bank details

    Escrow, settlements, fees: requests to change an IBAN must be systematically verified.

  • Mobile computers

    Hearings, client meetings, remote work: laptops leave the firm and must be encrypted.

What you need to know

  • Kayzen does not collect the content of your documents, unless a suspicious file is sent for analysis with your explicit consent. Email analysis is only turned on if you decide so; it is described in the data processing agreement.
  • The ethics obligations specific to each profession (professional bodies, regulators) are to be validated by a professional.
  • Kayzen does not provide encrypted email or a document vault.

Frequently asked questions

Your questions, our answers

Where will the firm's data be hosted?

Business customer data is intended for a hosting provider located in the European Union; the final choice is in progress. A few subprocessors established outside the EU (transactional emails, payment, Kayzen Copilot if turned on) may receive limited data, with GDPR safeguards; they are all listed on the Subprocessors page.

Does Kayzen read our emails?

The K-Mail module, under development, is designed to analyse fraud signals only if the firm turns it on, with minimal permissions. Nothing is collected without that decision.

Ready to simplify your security?

Join the pilot programme or request a demo of the console. Free, no commitment, no credit card.