Stored in Canada
Your database and files are stored in AWS Canada (Central), in Montréal.
SECURITY AND PRIVACY
Your clients trust you with their SINs, bank details and every slip they own. Cadence keeps those records in Canada, separate from every other firm, and under your control.
Where your firm’s data lives
WHO SIGNS IN
Your team
Browser, Mac and Windows apps
Your clients
Portal, iPhone and Android app
CADENCE · MONTRÉAL, CANADA
Your database
Yours alone. Never shared with another firm.
Your files
Encrypted with your firm’s own key.
SIN and bank numbers
Sealed field by field, masked by default.
ONLY WHAT YOU TURN ON
Stripe
Payments into your account
QuickBooks Online
Your clients’ books
Microsoft 365
Client email
AI by Anthropic
Zero data retention · processed in the U.S.
Yours alone
Every firm gets its own database, its own file storage and its own encryption key.
Sealed fields
SINs and bank numbers are encrypted field by field with AES-256 and stay masked until someone with permission reveals them.
Strong sign-in
Passkeys or two-step codes for staff and clients. Five wrong attempts lock the account until your firm unlocks it.
Roles and permissions
Each person on your team sees only the clients and actions their role allows.
An audit trail that can’t be edited
Every view, change, signature and payment is recorded, and the record itself can’t be changed.
MADE-TO-ORDER CHANGES · COMING SPRING 2027
From spring 2027 Cadence will be shaped to your firm without anyone, person or AI, editing the code that guards your records. Changes made for you will sit on top of the core and reach it only through the same checked door your staff use.
Runs inside your firm’s own space, with no path to another firm
Holds no keys or passwords, and never sees SINs or bank details
Does only what your admin approved, listed in plain words
Built by AI agents that work from sample data, never your clients’ records
Every action recorded under the change’s own name, with one switch to turn it all off
YOURS ALONE
Your firm’s changes
Sealed in your firm’s own space. No keys, no network of its own.
The checked door: only what your admin approved gets through, with the same permission checks as a staff member.
SWITCHED ON FOR YOUR FIRM
Cadence’s apps
Clients, work, documents, billing and the rest.
THE SAME FOR EVERY FIRM
The locked core
Sign-in · permissions · encryption · payments · signatures · audit trail
SUPPORT ACCESS
When you need hands-on help, you create a one-time access code and choose read-only or full access. Without it, our support team can’t open your firm’s data, and everything done with it is logged for you to see.
Support access
Open · read-only
One-time code, shown once
7KQ4-M2XD
Reason: “Invoice totals look wrong on INV-0157”
Support viewed INV-0157
10:14
Support viewed Okafor household
10:15
Close access now
No card data in Cadence
Clients type card and bank details into Stripe’s own secure fields. Those numbers never reach Cadence or your staff.
AI that keeps nothing
AI features run on Anthropic’s Claude under a zero-data-retention agreement. Requests are processed in the United States.
Backups we actually test
Encrypted backups, with regular restore drills to prove they come back.
Privacy and compliance
Cadence is built to support your obligations under PIPEDA and provincial privacy laws.
Found a security issue?
Tell us privately and we’ll respond quickly.
security@cadencepractice.ca
Book a call and we’ll walk through how Cadence handles your clients’ data.
Book a call