✦ PolyLock Security™
Spec sheet · Accountants

PolyLock™ for Accountants

Client financials, encrypted end to end. The organization feature set in a product of its own for accounting and tax practices.

.plaOrganization feature set Coming October 2026
Built for
  • CPA firms and tax preparers
  • Bookkeepers and finance offices
At a glance
EditionPolyLock™ for Accountants
File type.pla
Feature setOrganization
Encryption domainIts own. Files encrypted by this edition open in this edition
PlatformsiPhone, iPad, Mac, Android, Windows, Linux, BSD. On Android, the organization features follow later
Server requiredNo key server, no appliance, and no firewall ports to open
DeploymentFour steps, no server: seats from your app store, one signed organization bundle behind your own sign-in
RecoveryDeclared recovery ways chosen by you. No administrative backdoor
StatusComing October 2026
Intellectual propertyPatent pending
In practice

What it is for

Returns for the client's eyes

Filings encrypted to the client and the preparer.

Workpapers with a shelf life

Engagement files that expire when the engagement does.

Read access for the client

The client reads; the firm changes.

Firm recovery

The firm keeps access when staff move on.

For organizations

Enterprise deployment, made easy

Four steps. PolyLock™ adds no server to your environment. Today this covers iPhone, iPad, Mac, Windows, Linux and BSD; the organization features on Android are still to come.

Step 1

Buy seats where you already buy software.

Through the store that already serves the device: Apple Business Manager for Apple devices, and our store for Windows, Linux and BSD. No license server.

Step 2

Sign your organization bundle.

One signed file: your policy, your organization’s ways in, your members. Signed by two of your own custodians, on your own machine. We do not see it.

Step 3

Put the bundle behind your sign-in.

Where your people already sign in: an intranet share, SharePoint, a page behind your identity provider.

Step 4

Each person installs the app and grabs the bundle.

From the store, or pushed by your device management. About two minutes per person.

PolyLock™ deployed. No server to stand up, no firewall port to open, and no service of ours running in your environment. A joiner, a leaver or a new policy is a re-signed bundle.