Security – Your data is safe with multiple layers of security.


WorkflowMax is 100% owned by Xero Limited, a leading global accounting software provider. So your data is safe with multiple layers of security.

Xero has produced a Service Organization Control (SOC 2) report, which is the result of an independent auditor’s examination of Xero’s cloud based accounting system relevant to the Trust Services Principles and Criteria for Security, Availability, and Confidentiality.

If you have questions, or would like to request the latest available SOC 2 report, please complete a SOC2 request form and a Xero Customer Experience representative will contact you.

Xero’s Security Assurance can be found here.


Protecting your data is fundamental to everything Xero does. Workflowmax and Xero have invested in industry-leading infrastructure and constantly strive to ensure your data is always secure.


24/7 physical security – our servers are located within enterprise-grade hosting facilities. Access is restricted to authorised staff through a combination of biometric systems and 24/7 on-site security guards.


Multiple firewall layers and network security – external access to our servers is controlled by multiple layers of firewalls, intrusion protection systems and routers. These are configured, monitored and updated according to industry best practice.


Regular third-party audits and inspections – our security is regularly reviewed and audited by external specialists. This gives independent confirmation that the way we build software is secure.


WorkflowMax and Xero encrypt all data on their servers and throughout their infrastructure. All the data that goes between your browser and Xero is encrypted using industry-standard SSL to help protect your user ID, password and financial data.


Data is securely stored online – with Xero, your data is not stored on your computer. If your PC, laptop or tablet gets lost or stolen, you don’t lose your data – it’s safely and securely stored online and backed up in several locations.


No one has access to your organization’s data unless invited by you and with levels of user permission set by you.


Please feel free to contact us today for a free, no obligation demonstration of our product and services.

Legal Integrated Solutions 

– making the management of your legal practice a more enjoyable and profitable experience