One secure browser platform for professional and financial firms
Accounting, legal, wealth advisory and financial services firms all handle sensitive client information through browser-based cloud applications. FirmBrowser is designed for the shared risk profile across these trusted industries.
Accounting Firms
Industry 01
Key risks
- Tax data
- Payroll
- Financial statements
- Client portals
- Legacy practice tools with password-only logins
- Offshore bookkeeping
- Staff password reuse
- Partner visibility gaps
FirmBrowser helps
- Hide app passwords
- Control offshore access
- Restrict exports and downloads
- Audit app usage
- Protect browser sessions
- Reduce login friction
Universal Push MFA
Ledger, payroll and lodgement tools that never offered MFA can be placed behind a FirmBrowser push approval on every launch.
Explore Universal Push MFAApp Transformation
Hide payroll columns from bookkeepers with Table Rules, remove bulk export buttons with Element Rules and block admin routes with URL Rules.
Explore App TransformationLegal Firms
Industry 02
Key risks
- Matter files
- Contracts
- Estate planning
- Legal correspondence
- Identity documents
- Client confidentiality
- Temporary staff and paralegal access
- Practice systems with no role model
FirmBrowser helps
- Limit access by role
- Control risky workflows
- Restrict copy/download/export
- Record sessions where required
- Improve evidence for compliance and client assurance
Universal Push MFA
Require a phone approval before a matter management or trust accounting recipe executes — even where the application only understands a username and password.
Explore Universal Push MFAApp Transformation
Restrict paralegal and temporary staff to the matters and screens they need, and remove trust-account functions entirely from their view.
Explore App TransformationWealth & Advisory Firms
Industry 03
Key risks
- Investment data
- Financial planning records
- Identity documents
- Client portfolios
- Advice records
- Remote adviser access
- Specialist portals with weak authentication
FirmBrowser helps
- Protect adviser access
- Hide credentials
- Control device access
- Audit app usage
- Reduce leakage from copy, print and download actions
Universal Push MFA
Give advisers one consistent push approval across every platform, instead of a different code, token or app for each provider portal.
Explore Universal Push MFAApp Transformation
Mask client identifiers and account balances outside an adviser's book, and remove download and print paths from sensitive advice records.
Explore App TransformationFinancial Services Organisations
Industry 04
Key risks
- Lending records
- Banking platforms
- Customer financial data
- Compliance systems
- Contractor access
- Third-party access
- Legacy internal systems with no post-login control
FirmBrowser helps
- Govern application access
- Enforce approved-device access
- Reduce credential exposure
- Improve audit trails
- Support security and compliance governance
Universal Push MFA
Layer FirmBrowser approval in front of applications that already have MFA where extra assurance is required — FirmBrowser MFA + application MFA.
Explore Universal Push MFAApp Transformation
Constrain contractor and third-party sessions to defined screens, fields and record sets without asking the vendor to change the application.
Explore App TransformationEvery firm runs applications the vendor never secured properly
Professional and financial firms depend on specialist software that was never built for modern security. FirmBrowser applies the firm's own controls around those applications instead of waiting for each vendor to catch up.
No MFA at all
Username and password is the only barrier between a phished credential and client data.
Inconsistent MFA
SMS here, an authenticator app there, a proprietary token somewhere else. Users cope; administrators cannot govern it.
No role-based access control
Everyone who logs in effectively sees everything the application can show.
Over-permissive app roles
The only roles available are 'user' and 'administrator', so staff get far more than they need.
No control after login
Once the session opens, exports, bulk downloads and settings screens are wide open.
Nothing the vendor will fix
Roadmaps are long. The client data is already inside the application today.
Change what the application shows and allows — without changing the application
App Transformation is how FirmBrowser gives a legacy application the role-based behaviour it never had. Rules are defined in the App Recipe and applied in the managed browser, so the software underneath stays untouched.
Element Rules
Hide or remove buttons, menus, settings, exports and links so a role sees only what it needs.
URL Rules
Block or redirect routes and form destinations, keeping sessions inside approved workflows.
Table Rules
Hide columns and rows, mask values and apply conditional logic over the data on screen.
AI Intelligence
Rules adapt as applications change, so transformations keep working after vendor updates.
Specialist software changes without warning. Sentinel AI notices first.
Practice management, lodgement, trust accounting, lending and portal software all change on the vendor's timetable, not the firm's. Sentinel AI runs each App Recipe on a schedule and confirms logins, Push MFA, App Transformation and security policy still behave as the firm intends — before a partner, adviser or contractor finds out the hard way.
- Every 6 hours HealthyMYOB
All expected steps completed within baseline.
- Hourly HealthySalesforce
Login, MFA approval and transformations verified.
- Hourly Change detectedLegacy Finance Portal
Login workflow changed — additional Continue step observed.
- Daily WarningInEight
A restricted element was visible for part of the session.
- Every 6 hours FailedSupplier Portal
Recipe could not reach the expected post-login page.
All expected steps completed and behaviour remains within the established baseline.
The Recipe completed, but a material change was observed and should be reviewed.
Part of the workflow produced an unexpected result or a security concern.
The Recipe could not successfully reach its expected outcome.
Different industries. Same security profile.
These firms are all client-data businesses. They are trust-based, compliance-sensitive, cloud-heavy, distributed and must protect reputation as much as infrastructure.
One platform. Four industries. One shared standard of browser control.
Talk to us about the cloud applications your firm depends on and how FirmBrowser can help.