Busy professionals
Your accounts, your bills, your appointments.
You will want to know how your account access is handled and which steps come back to you for a decision.
Security, for professionals and businesses
Our full approach is coming soon.
Handing off your admin work means trusting someone to act in your name. Whether it is your own accounts or your clients' information, you deserve a clear answer about how it is handled. We will publish a complete description of how Mandate Proxy protects your accounts and your information once it has been finalized and reviewed.
Questions before then? Request access and tell us what you would like to know. We will answer directly.
Why it matters to the people we serve
The work we take on is personal. So is the trust it needs.
Each group we serve hands us something different, and each will want different answers.
Small business owners
Your vendors, your customers, your calendar.
You will want to know what is kept about your business, for how long, and who can see it.
Agencies and practices
Your clients' documents and details.
Tax and accounting practices and service firms will want to know how client information is handled inside their own workspace.
What the full approach will cover
The questions we will answer in writing.
Until it is published, our Privacy Policy explains what information we collect, how it is used and how to reach us about it.
- How access to your accounts is handled
- Which steps need your approval, and how you give it
- What we record about each task
- What we keep, and for how long
- How each business workspace is kept separate
- How to ask us a question or report a concern
Join the founding group
Request access and we will contact you about the next opening.
Request access