Accountability
Every upload, view, and status change tells part of the story of a client's engagement — and part of the story of who accessed their sensitive information.
Accountability matters as much as access control: knowing who did what, and when, is what turns 'we restrict access' into something you can actually verify after the fact.
Today, TPP keeps a real, working activity log for each document, task, appointment, integration connection, branding change, and trial event — the timeline below uses that same event shape. A single, unified, firm-wide audit feed that also captures IP address and device information for every sensitive action is being built on top of that foundation.
Interactive
What this covers
Current status
Documents, tasks, appointments, integrations, branding changes, and trial events each keep their own activity log — who did what, and when.
A firm-wide audit log that also captures IP address and device information for every sensitive action is designed into the data model and is being wired through the application.
Explore other security topics
Tax returns, W-2s, bank statements, and Social Security numbers deserve the same care whether they're moving between a client and TPP, or sitting in storage.
Learn more →Password, plus a second verification factor, equals meaningfully stronger protection against a stolen or guessed password alone.
Learn more →A solo preparer, a reviewer, a billing coordinator, and a client all need different views into the same firm — TPP's role model is built around that reality.
Learn more →30-day free trial. Full access to every feature during your trial, subject to the applicable trial terms.