Private by design
Client materials are separated from the public website and delivered through authenticated workflows rather than exposed public paths.
Privacy & Security
The current Neal's Services platform is designed around deliberate access, protected client documents, secure authentication, minimal data exposure, and recovery-tested infrastructure.
Client materials are separated from the public website and delivered through authenticated workflows rather than exposed public paths.
Systems are designed so users and services receive only the access required for their role and task.
Client records and documents are retained because the engagement requires them—not because every interaction needs to be stored.
Backups are useful only when they can be restored. The v2 program includes preservation, integrity verification, and restore testing.
This page summarizes the security approach used by the current platform. For information about how website and portal information is handled, read the Privacy Notice. Use of the website and secure client portal is also subject to the Terms. Engagement-specific confidentiality and data-handling requirements remain governed by the applicable client agreement.