Answering your client's security questions

What you get

An answer you can send in one message when a client asks who you are connecting to their accounting system.

This question comes up early and it stalls engagements. Answering it well moves the conversation on the same day.

The short answer to send

AppVentory is a Coachbar product, so our security documentation is published on the Coachbar Trust Vault: trust.coachbar.io. We hold SOC 2 Type II, ISO 27001:2022 and comply with GDPR, with independent penetration testing and continuous control monitoring. Core documentation is published there openly, and more detailed material is available on request.

That one paragraph answers most of what a finance director or an IT manager needs.

Why the page says Coachbar

Worth saying before they ask. Coachbar is the parent brand and AppVentory is one of its products, so the security documentation sits at company level rather than per product. Send the link with that sentence attached and the question never arises.

What's on the Trust Vault

Certifications, the policies behind them, the controls in force across access, network, infrastructure, application and data security, and the reports — penetration testing, vulnerability assessment, network architecture.

When they want more

Detailed documentation is available on request through the Trust Vault itself. Point them there rather than routing it through you.

What you've unlocked

A blocked conversation, unblocked. Next: Is it safe to connect my accounting system?