In this video, Shane Monroe from Firm360 addresses a common question from clients: How can you export your data from our system? We explain our approach to data management, emphasizing both flexibility and security.

Key topics covered:

• Export options for client information, projects, and reports

• Our approach to document security and why we recommend against bulk exports

• Overview of our security measures, including SOC 2 audits and AWS hosting

• Explanation of our data center security and encryption practices

• Options for obtaining backup copies of documents, including associated costs

We believe in transparency about our practices and want to ensure you understand how we protect your sensitive information. This video aims to clarify our policies and the reasoning behind them.

For more detailed information about our security practices, please visit myfirm360.com/security. If you have any questions after watching this video, don't hesitate to reach out to our support team.