Security

Privileged data stays privileged.

Onboardin5 holds what people tell you before they've even hired you. Here's how it's protected, in plain language, and what it does and doesn't cover.

Who can open Maria's consult?

Only when you’ve assigned us

Our Team

Our team opens your workspace only when assigned to your firm, with a stated reason that shows up in your audit trail.

Maria Alvarez, consultationScreening answers, fee terms, notes

Every request

Five checks between a consult and anyone who wants to see it.

These run every time someone opens a record or a tool asks for one.

Signed in with an email link

The link goes to the person's work email. Nobody types a password to get in.

Check 1

Two-factor confirmed

Required for every firm on the platform today. The same check sits behind the app's screens and its admin requests.

Check 2

A member of this firm

The database only returns your firm's records, and each request is checked against firm membership on top of that.

Check 3

Sensitive fields unlocked

The most sensitive fields are encrypted at rest and only decrypted for a request that passed the checks above.

Check 4

Written to the trail

Setting changes and every hand-off to your tools are written to your firm's trail. Sign-ins are recorded too, on a separate platform log.

Check 5

In place today

What protects the data between checks.

Encrypted in transit

Every connection uses TLS, and browsers are told to refuse anything less.

Encrypted fields at rest

The most sensitive answers get their own layer of encryption, field by field.

Signed hand-offs

Every update sent to your tools is signed with a key unique to your firm, so your tools can trust where it came from.

Support access on record

LFA staff open your workspace only when assigned to your firm, with a stated reason that lands in your audit trail.

No trackers in the app

This website's analytics are allowed on the marketing pages only. The app's security rules don't let them load.

Managed backups

The platform is backed up on a managed schedule by our hosting provider.

Holding ourselves to it

We review the platform against a federal standard.

We assess Onboardin5 against the NIST SP 800-53 moderate baseline, fix what we find, and track what's left. It's a self-assessment, not a certification, and we'll walk your IT or compliance team through exactly what it covers.

July 2026First full review

The platform's controls measured against the baseline, family by family.

October 2026Follow-up check

Findings from the first review re-checked against the live system, with fixes shipped and the rest tracked in the open.

The list of companies that process data for Onboardin5 is available to clients on request.

Questions from IT or compliance?

We'll walk your team through access, encryption and how we handle an incident, before you commit to anything.

Book a security walkthrough

This page describes controls in place on the Onboardin5 platform. It's provided for information and isn't a certification, warranty or legal advice.