Secure, Cloud-based System
We take the security of our clients’ data very seriously. Our fully encrypted cloud-based service, which means you can be confident your data is fully protected 24/7.
Your data remains encrypted in all of our backups, and that applies to both uploaded documents as well as text entered in to the system.
Above all, your data remains your data – ready to export from the system at any time, or to access via our secure API.
Online banking-grade security
Amazon Web Services infrastructure
Fully managed hardware
Fully managed backups
When you first start to use CarePlanner, the system asks you to set passwords that contain at least one uppercase character and at least two non-letter symbols. You can choose to reduce or increase this security requirement, but our recommendation is always to leave it set at this level as a minimum. This will ensure that your staff passwords are not vulnerable to most dictionary-based, brute-force hacking attempts.
In addition, the CarePlanner system automatically blocks access when it detects several incorrect login attempts. This also reduces the effectiveness of brute-force attacks.
Encrypted, instant-access system backups are retained for 3 months, after which they are archived for a further nine months.
In the event of a customer leaving the platform, data is retained in line with our data retention schedule, unless otherwise requested by the customer.
If a client leaves your agency at any point, you can comply with privacy regulations by redacting their personal data, ensuring that you retain a financial record whilst still complying with privacy regulations.
The data at all times remains the customer’s possession, and is readily available in spreadsheet format via the reports section.