For Accounting and Tax Consulting Firms

A secure, easy-to-use browser platform for accessing financial documents, collaborating with clients, and safeguarding sensitive data.

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Secure Financial Data and Compliance

Offer a seamless and secure experience to your staff and clients

Secure Handling of Sensitive Financial Data
Accounting and tax firms deal with highly sensitive client financial data, which requires strict confidentiality and protection. Primary's Zero Trust architecture ensures that all access to data is verified and secure, reducing the risk of unauthorized access or breaches.
Privileged Access Management allows firms to control and limit data access, preventing malicious or accidental data leaks during tax filings, audits, and other operations.
Regulatory Compliance
The compliance features of Primary’s browser, including dynamic policy creation, meet stringent regulations such as GDPR and CCPA, which are critical for firms handling personal and financial data. This ensures that accounting firms can maintain compliance across multiple jurisdictions, safeguarding against penalties.
Mitigating Shadow IT and Insider Threats
Accounting and tax firms often face risks from shadow IT, where employees use unapproved devices or software. Primary's Browser Visibility feature allows firms to monitor all data access and prevent unauthorized use of personal devices.
Endpoint isolation ensures that even if employees are working remotely or using personal devices, sensitive data remains within the firm's control, minimizing the risk of data exfiltration.
BYOD and Remote Work Enablement
Many firms adopt a Bring Your Own Device (BYOD) policy, especially during tax season when temporary staff may be hired. Primary’s seamless onboarding allows these devices to securely access firm resources without compromising security.
Remote employees and contractors can access only the data they need, with restrictions on actions like downloading, copying, or saving sensitive financial files.
Enhanced Collaboration and Efficiency
Primary's integration with SaaS applications enables accounting teams to securely collaborate on client data and tax filings without the friction of virtual desktop infrastructure (VDI) or slow remote connections.
Firms can streamline their workflows by managing access through single sign-on (SSO) integrations with platforms like Okta and Azure AD.

Tailored for Precision

Safe and Efficient Workflows

Primary Secure Enterprise Browser meets the specific security and usability requirements of accounting and tax consulting firms.

It enables secure access to sensitive client data, granular control over data governance, and compliance with industry standards. With zero-trust security architecture and real-time monitoring, Primary ensures safe and efficient workflows, enhancing productivity while protecting against data breaches.

Empowering Client Connections

Client Portal for Accountants

Primary offers a secure, easy-to-use browser platform for accessing financial documents, collaborating with clients, and safeguarding sensitive data.

Firms can quickly onboard employees and third-party contractors, enforce secure access controls, and scale as needed. The platform integrates with existing enterprise software to streamline daily operations and maintain a high level of security.

Improve Team Efficiency

Increase Productivity

Seamless onboarding of remote staff or contractors with minimal IT intervention.

Granular control over data access and sharing through the browser.

Dynamic policy enforcement to ensure secure access based on user roles and locations.

Integrated endpoint protection to prevent ransomware and malware attacks.

Comprehensive auditing and tracking of user activity for full visibility.

Secure file sharing with controls like preventing downloads, copy/paste, and screenshots to safeguard sensitive financial data.

Browser-based compliance management to meet regulations such as GDPR, CCPA, and industry-specific requirements.

Automated workflows for onboarding, user access, and compliance audits.

Master Document Lifecycles

Data Governance

Primary’s Enterprise Browser enables Accounting & Tax Firms to seamlessly manage the entire life cycle of their legal documents—from creation to secure access to retention and eventual disposal.

This is all managed through a centralized administrative dashboard. Primary also provides a dedicated Governance Dashboard, which allows Accounting & Tax Firms to monitor document activity, set compliance controls, and ensure adherence to internal and regulatory requirements. Administrators can easily manage policies related to security and compliance, and set alerts for any policy violations or upcoming deadlines.

Automate Retention Rules

Retention Policies

Primary’s retention policies provide automated control over file and document management.

This automation ensures that digital content remains compliant with industry regulations without additional manual oversight. Legal teams can use Primary’s retention policies to securely manage the retention and deletion of sensitive case files based on defined time frames,

ensuring that legal records are handled in accordance with litigation, client confidentiality, and regulatory requirements. These policies help support compliance with legal holds, employee contracts, and client agreements while reducing the risk of unintentional data exposure.

Full Command Over Data

Complete Control

With Primary's Enterprise Browser, your organization maintains full control over how sensitive data is accessed and shared.

The browser can be deployed across your network and devices, ensuring all interactions stay within your secure environment. Primary Gateway (ZTNA 2.0) allows for secure traffic management and dynamic policy enforcement across different applications and devices. Whether your workforce operates onsite or remotely, you retain granular control over data access, encryption, and usage without compromising productivity.

Primary offers the flexibility to configure its browser for various deployment models, ensuring compliance with regional and company-specific security protocols. You can manage data access policies centrally while monitoring all user activity in real time, helping you mitigate security risks.

Protect Data Across All Devices

Data Loss Prevention (DLP) and Device Management

Primary’s Data Exfiltration Control ensures that sensitive financial and client data is protected across all devices, whether your team works on laptops, desktops, or mobile devices. Admins can enforce dynamic security policies, preventing unauthorized actions such as downloading, copying/pasting, or sharing restricted data.

In case of potential security threats, Primary's endpoint isolation features allow you to contain risks in real time, ensuring that sensitive data stays protected. The browser-based DLP functionality provides granular control over data movement, with automated rules that prevent data leakage or sharing outside the organization.

If a policy is triggered (e.g., an attempt to share restricted information), the system automatically logs the event and alerts administrators, ensuring that every potential breach is flagged and handled promptly.