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Commenda uses industry-standard security practices including:
  • Encryption in transit (TLS) and at rest
  • Role-based access control
  • Secure credential storage for sensitive information like tax portal passwords
  • Regular security audits
Only people you’ve explicitly granted access to can see your data:
  • Team members with the roles you’ve assigned
  • Advisor firms linked to your company (only for assigned entities)
  • Agent firms working on your service requests (only for assigned work)
  • Commenda admins for platform support purposes
Sensitive credentials (like tax portal usernames and passwords, bank account numbers, and government IDs) are encrypted using strong encryption before storage. They are only decrypted when needed by authorized users.
Bank connections are handled through Plaid, a trusted financial data platform used by thousands of financial institutions. Commenda never stores your banking login credentials. The connection uses bank-level encryption.
Yes. Commenda provides role-based access control with multiple roles (Admin, User, Accountant, Controller, Employee, Custom). You can restrict team members to specific entities and control what data they can view and edit. See User roles.
Documents can be set as private (specific team members), shared (your team and your advisor), or restricted based on the entity they belong to. File-level access control lists give you fine-grained control over who can view each document.