Smart Manager
SecurityPrivacyTerms

Trust Center

Security

Smart Manager is built so that a problem in one account stays in that account. This page explains how we protect your data today, what is still in progress, and how to report a vulnerability. We hold no security certifications yet, and every control below carries its real status.

Last reviewed September 27, 2026

How we approach securityYour own data storeEncryptionAccess controlAI providersMonitoring without your contentVulnerability managementIncident responseBusiness continuityCompliance statusSecurity controlsSubprocessorsResponsible disclosureRequests

How we approach security

Smart Manager is operated by SmartManager LLC, a small company. Our founder is our security contact.

We build security into the structure of the product instead of adding it afterwards. The clearest example is data isolation: each account gets its own database.

We label every control on this page by its real status. In place means the system enforces it today or, for a policy, that the policy is written and approved by the owner. Partial means some of it runs today and gaps remain. Planned means it is not yet operating with evidence; each description says what exists.

Your own data store

Most online services keep every customer's data in shared tables and filter rows by account. Smart Manager doesn't. Your workspace data (conversations, memory, documents, email, calendar, contacts and notes) lives in its own database deployment.

A shared control plane holds only what's needed to route requests: account identity, which data store belongs to which account, entitlements, and usage and billing records. It holds no workspace content. File storage is shared, with a separate folder for each account.

This limits the reach of a flaw in one data store to one account. It doesn't protect against a compromise of our own administrative credentials, which is why access to them is tightly restricted.

Control plane

Identity, routing and billing records. No workspace content.

  • Your data store

    Conversations, memory, documents, mail, calendar

  • Another account

    Its own separate database

  • Another account

    Its own separate database

File storage

Shared, with a separate folder for each account.

Each account's workspace data sits in its own database. The control plane routes requests but stores no workspace content.

Encryption

  • In transit: all traffic to smartmanager.ai uses TLS, and browsers are told to connect over HTTPS only (HSTS).
  • At rest: file storage is encrypted at rest. Our database provider manages encryption at rest for stored data, and we haven't yet recorded evidence of it for our account.
  • Connection tokens: the tokens that let us read from services you connect are sealed with AES-256-GCM before they're stored.
  • Not yet: searchable workspace content has no application-level encryption. Provider encryption protects it on disk, but our own services can read it in order to search and answer. Application-level encryption for searchable data is planned.

Access control

  • Sign-in runs through our identity provider, WorkOS. Multi-factor authentication is required for administrator accounts and accounts in HIPAA mode, and optional for everyone else.
  • The server ends inactive sessions: standard sessions after 7 days without activity or 30 days in total, administrator and HIPAA-mode sessions after 15 minutes without activity or 12 hours in total. The web workspace can also lock sooner after inactivity; standard accounts can turn that extra lock off.
  • Access to production systems is limited to our founder. Every change passes automated checks before release; independent review is expected but not yet enforced.
  • We don't access your workspace content except to provide support you ask for, to investigate abuse or a security issue, or when the law requires it.

AI providers

Smart Manager uses several AI models, each chosen for a specific job. Every provider is named on our subprocessor list.

  • No training: we use each provider's business API. Under those terms, providers don't use API data to train their models by default.
  • Retention: providers may keep API requests for a limited period under their standard terms, for example to detect abuse. We have no zero-data-retention agreements in place. Assisted browsing requests may be retained by OpenAI under its standard API retention; only the text requests on our lighter browsing path are sent with storage turned off. Video generation requests ask Atlas Cloud to delete results after 24 hours.
  • Memory: the model that updates what Smart Manager remembers about you runs only on OpenAI and never falls back to another provider.
  • Health information: requests classed as containing health information are blocked by default. Please don't upload protected health information (see compliance status).

Monitoring without your content

  • Our structured operational logs and traces use a fixed schema that leaves out your content. They record pseudonymous identifiers, route and error labels, and timings.
  • Browser error logs from signed-in sessions can still capture fragments of what was on screen. We're narrowing them to the same content-free schema.
  • Analytics and browser diagnostics run only if you allow them, and stay off when your browser sends a Global Privacy Control or Do Not Track signal.
  • When our firewall blocks or denies a request, our hosting logs record the IP address and browser user agent so we can investigate abuse.
  • We don't use advertising or social media trackers.

Vulnerability management

  • Every change runs automated secret scanning and our test suite before it can ship.
  • Dependencies are audited for known vulnerabilities on every change and weekly, and automated dependency updates are proposed weekly. Our infrastructure itself isn't scanned yet.
  • No third-party penetration test has been performed yet. We plan one and will update this page when it's done.
  • Reports from security researchers are welcome; see responsible disclosure.

Incident response

If we become aware of a security incident that affects your personal data, we will:

  • contain it and investigate what happened;
  • notify affected customers without undue delay;
  • where we process data for a business customer as its processor, notify that customer without undue delay and no later than 72 hours after becoming aware of a personal data breach, with the details it needs to meet its own obligations;
  • notify supervisory authorities within 72 hours where the law requires it for data we control;
  • keep you informed as we learn more, and share a summary of what we changed afterwards.

Our incident response and breach notification procedures are written but haven't yet been exercised in a drill.

Business continuity

Our hosting, database and storage providers run redundant infrastructure. Our own recovery plan is written, but scheduled database backups and a full restore test aren't in place yet. Our disaster recovery page says exactly what is and isn't covered today.

Compliance status

  • Certifications: we hold no security or privacy certifications and haven't completed a third-party audit.
  • GDPR and UK GDPR: we're the controller for personal accounts and a processor for business workspace content. A data processing agreement is available on request. Details are in our Privacy Policy.
  • US state privacy laws: we don't sell or share personal information, and we honor Global Privacy Control signals.
  • HIPAA: we're not a covered entity. We would act as a business associate only under a signed business associate agreement (BAA). We don't accept protected health information or sign BAAs today. A BAA will be available on request for eligible customers once our HIPAA mode and our vendors' BAAs are in place. Until then, please don't upload protected health information.

Security controls

This list follows the control areas common to security frameworks. Each control shows where it stands today.

In place
Operating today and enforced by the system or, for a policy, written and approved by the owner.
Partial
Some of it operates today; gaps remain before we would call it complete.
Planned
Not yet operating with evidence. The description says what exists.

Product12

  • Per-user data isolation

    In place

    Each account's workspace data lives in its own database deployment, not in rows of a shared table.

  • Service description communicated

    In place

    What the service does and its limits are published in our Terms and on this site.

  • Automatic session locking

    In place

    The server ends inactive sessions: standard accounts after 7 days idle or 30 days in total, administrator and HIPAA-mode accounts after 15 minutes idle or 12 hours in total. Standard accounts can turn off the extra in-page lock; the server limits still apply.

  • Data encrypted in transit

    In place

    All public traffic uses TLS with HSTS preload, and our inbound email service refuses mail that is not sent over TLS.

  • Data encrypted at rest

    Partial

    File storage is encrypted at rest, connection tokens are sealed with AES-256-GCM and database keys are stored encrypted. Our database provider's at-rest encryption is not yet recorded, and searchable content has no application-level encryption.

  • MFA required for applications

    Partial

    Multi-factor authentication is required for administrator and HIPAA-mode accounts and available to everyone else; ordinary accounts are not required to use it.

  • Audit logs collected

    Partial

    A tamper-evident, hash-chained security activity log is built, including requests refused for an expired session, missing MFA or a dormant account; cloud account activity and storage access are logged, but other provider logs are not yet collected in one place.

  • Dormant accounts disabled

    Partial

    Code suspends access after 90 days of inactivity, emails the account holder, stops background work and revokes document editing access; its production schedule is not yet switched on.

  • Company security commitments externally communicated

    Partial

    This page, our disaster recovery and subprocessor pages and our security.txt state our commitments and their real status.

  • External support resources available

    Partial

    A public contact form and these trust pages exist; there is no public help or documentation site yet.

  • System changes externally communicated

    Partial

    Changes to legal terms and subprocessors are posted on our legal updates page; there is no product changelog or status page yet.

  • Changelog established and maintained

    Partial

    Changes are recorded in version control and an internal change log; there is no public product changelog.

Infrastructure23

  • Unique production database authentication enforced

    In place

    Each production database has its own service credential, stored encrypted and loaded per database; the shared control plane has a separate key.

  • Web Application Firewall (WAF) used

    Partial

    Rate limiting and abuse protection guard untrusted traffic and a content security policy reports violations; managed firewall rules at our host are not yet decided.

  • Firewall restricts public access to infrastructure

    Partial

    Rate limiting protects untrusted entry points but fails open if its key is missing; a network firewall at our host is not yet decided.

  • Buckets not exposed publicly

    In place

    Public access is blocked on our production and development storage buckets, and neither has a bucket policy.

  • Automated backups enabled

    Partial

    File storage keeps prior versions for 90 days; scheduled database backups are not yet evidenced.

  • Data recovery process established

    Partial

    A written restore runbook and restore scripts exist; the per-account database restore path is blocked in testing.

  • Disaster recovery plans tested

    Partial

    File and control-plane restore tests passed their integrity checks with gaps; the database restore test is blocked and the tabletop exercise has not been run.

  • Administrator access restricted

    Partial

    Platform administrator access needs an allowlisted identity, MFA and a recent sign-in; provider console member lists are not yet attested.

  • Configuration management system established

    Partial

    Application, database and job configuration is versioned in our repository; some settings still live only in provider consoles.

  • Infrastructure deployed using an infrastructure-as-code tool

    Partial

    Database schemas, per-account data stores, background jobs and hosting configuration deploy from versioned code; cloud storage and DNS are managed in consoles.

  • Infrastructure changes logged

    Partial

    Code, schema and data-store releases are recorded in version control and release records, and cloud account activity is logged with integrity validation; audit logs from other provider consoles are not yet exported.

  • Infrastructure performance monitored

    Partial

    Health checks and operational monitors run; alerts are logged but nobody is paged yet.

  • Log management used

    Partial

    Operational telemetry uses field allowlists that leave out content, and cloud activity and storage access logs are kept with set retention; other provider logs stay in their consoles with no retention set.

  • Active discovery tools used

    Partial

    A manual scan finds vendor and configuration signals in our code; it is not yet scheduled or compared against the asset inventory.

  • Production deployment access restricted

    Planned

    Release workflows pin the repository, branch, commit and releasing account, but the production environment has no required reviewer yet.

  • Infrastructure changes require review

    Planned

    Automated checks gate every release; independent review is expected but not enforced.

  • Automated security scanning performed on infrastructure

    Planned

    Code and dependencies are scanned automatically; the infrastructure itself is not yet scanned.

  • Recovery data isolated

    Planned

    Prior file versions sit in the same storage account; there is no isolated backup copy yet.

  • Business continuity and disaster recovery policy established

    In place

    Written and approved by the owner; the recovery plan has not yet been exercised.

  • Network infrastructure continuously updated

    Planned

    Policy approved; network layers are operated by our managed providers, and their responsibility is not yet recorded.

  • Anti-malware deployed on infrastructure

    Planned

    Policy approved; we run on managed platforms without self-managed servers, and provider responsibility is not yet recorded.

  • Unauthorized assets addressed and removed

    Planned

    Policy written; some retired projects are still being removed.

  • VPN used

    Partial

    Policy approved; it records that a VPN does not apply to our managed platforms.

Data and privacy10

  • Data inventory maintained

    Partial

    A dated inventory of the personal data we hold, where it lives, why and on what legal basis is maintained; its classifications await owner and legal review.

  • Data labeled according to classification level

    Partial

    AI requests carry a data class and account exports are tagged; stored records and logs carry no label yet.

  • Data management and retention policy established

    In place

    Policy approved. Retention periods are defined in code and enforced by a daily scheduled sweep, and closed-account cleanup runs on a monthly schedule.

  • Data-flow diagrams maintained

    Partial

    Seven data-flow diagrams with code citations, including the audit and privacy flows, are maintained by hand; the owner has not yet reviewed them.

  • Vendor inventory maintained

    Partial

    All vendors that process personal data are inventoried (see our subprocessor list); agreement records are not yet attached.

  • Vendor management program established

    Partial

    A vendor policy with review and onboarding checklists is approved; no vendor review is complete.

  • Vendors classified by data sensitivity

    Partial

    Each vendor has an owner-approved data-class rating and a flag for whether it may receive health information; one recently added browser host is not yet rated.

  • Vendors classified by risk level

    Partial

    Each vendor has an owner-approved risk level under our vendor policy; one recently added browser host is not yet rated.

  • Vendor agreements established

    Planned

    Vendor data processing agreements are not yet attached to our records, and no business associate agreements are signed.

  • Access management policy established

    In place

    Written and approved by the owner.

Internal procedures26

  • MFA required for administrative access

    Partial

    In-app administrator controls require MFA and a recent sign-in; MFA for every sign-in method the owner uses is still being configured.

  • Access revoking process enforced

    Partial

    Administrators can sign a user out of every device; access to some retired vendors is still being closed.

  • Account inventory maintained

    Partial

    An access inventory exists; provider member exports are still being attached.

  • Vulnerabilities scanned

    Partial

    Every change gets a dependency audit and secret scan, and a full dependency audit runs weekly; code-scanning results are not yet published and infrastructure is not scanned.

  • Vulnerability management policy established

    In place

    Written and approved by the owner, and partly operating through CI checks and a vulnerability register.

  • Automated software patch management performed

    In place

    Automated dependency update requests run weekly, and vulnerability alerts with automatic security fixes are switched on.

  • Adequate audit log storage maintained

    Partial

    Cloud activity logs are kept for six years and storage access logs for 400 days. The security activity log is designed to be kept for six years and has a monthly retention job that is not yet switched on; retention at other providers is not set.

  • Risk assessments performed

    Partial

    A risk register is maintained and the first security risk analysis is approved by the owner; a mobile app addendum and one legal question remain open.

  • Software development lifecycle established

    Partial

    Changes pass automated type, lint, test, dependency and secret checks before release; independent review is not enforced.

  • MFA required for infrastructure access

    Planned

    An organization-wide two-factor requirement for source control is not yet switched on, and console MFA is not yet attested.

  • MFA required for critical services

    Planned

    MFA on each critical provider account is not yet attested.

  • Access granting process used

    Partial

    Policy approved; no access grant is recorded yet.

  • Access requests to sensitive data required

    Planned

    Policy approved; operator access to customer data has no approval step yet.

  • Access requests to sensitive infrastructure required

    Partial

    Policy approved; with a single operator, no request is recorded yet.

  • Employee access regularly reviewed

    Partial

    Policy approved; the first access review is due by 2026-12-31.

  • Password management policy established

    In place

    Written and approved by the owner.

  • Password management policy enforced

    Planned

    Customer passwords are handled by our identity provider; the workforce password manager is not yet recorded.

  • Change management policy established

    In place

    Written and approved by the owner.

  • System changes internally communicated

    Partial

    Policy approved; no operating record yet.

  • Incident response policy established

    In place

    Written and approved by the owner; not yet exercised.

  • Breach notification process established

    Partial

    Process approved, including notice timelines; not yet rehearsed.

  • Incident review process implemented

    Partial

    Post-incident reviews are part of the approved policy; the first tabletop review has not been run.

  • Audit log management process maintained

    Partial

    Policy approved; the first review has not run.

  • Penetration testing performed within the last 12 months

    Planned

    No third-party penetration test has been performed yet.

  • Penetration testing findings remediated

    Planned

    Will apply once a penetration test is performed.

  • Risk management policy established

    In place

    Written and approved by the owner.

Organizational26

  • DMARC policy and verification used

    Partial

    DMARC records are published for our domains with aggregate reporting on, in monitoring mode (p=none); they do not yet reject spoofed mail.

  • Asset inventory maintained

    Partial

    An asset inventory exists; workforce device entries are pending.

  • Asset management policy established

    In place

    Written and approved by the owner; the inventory it governs is maintained.

  • Security official assigned

    In place

    The founder is the designated security official; the designation is signed. No backup is named yet.

  • Policies signed by relevant personnel

    In place

    All 24 policies are approved and acknowledged by our workforce, which today is the founder.

  • Acceptable use policy established

    In place

    Written and approved by the owner.

  • Code of conduct established

    In place

    Written and approved by the owner.

  • Roles and responsibilities specified

    In place

    Written and approved by the owner.

  • Security awareness training conducted

    Planned

    No training is recorded yet.

  • Onboarding process established

    In place

    Written and approved by the owner.

  • Offboarding process established

    In place

    Written and approved by the owner.

  • Reference checks performed for employees

    Planned

    The screening approach will be decided before the first hire.

  • Performance evaluations conducted

    Partial

    Policy approved; no review is recorded yet.

  • Sanction policy established

    In place

    Written and approved by the owner.

  • Physical security policy established

    In place

    Written and approved by the owner; we operate no data centers of our own.

  • Physical access restricted

    Partial

    Policy approved; physical hosting security is provided by our cloud providers, and no operating record exists yet.

  • Workstation use and security policy established

    In place

    Written and approved by the owner.

  • Password manager used

    Planned

    The workforce password manager is not yet recorded.

  • Automatic session locking enforced

    Planned

    Screen lock on workforce devices is not yet attested.

  • Data encrypted on end-user devices

    Planned

    Full-disk encryption on workforce devices is not yet attested.

  • Anti-malware deployed on end-user devices

    Planned

    Malware protection on workforce devices is not yet attested.

  • Firewall maintained on end-user devices

    Planned

    Firewall settings on workforce devices are not yet attested.

  • Mobile device management (MDM) used

    Planned

    A decision on device management is pending.

  • Unauthorized software on end-user devices addressed and removed

    Planned

    A recurring installed-software review is not yet recorded.

  • Email account access restricted

    Planned

    Mailbox administrator and MFA settings are not yet attested.

  • Email settings block malicious content

    Planned

    Inbound email notifications are signature-verified and inbound mail must arrive over TLS; mailbox filter settings are not yet attested.

Subprocessors

We use a small number of vendors to run Smart Manager. Our subprocessor list names each one, what it does, the data it receives and where it processes data. We post changes there in advance where feasible.

Responsible disclosure

If you find a security vulnerability, email jonathan@smartmanager.ai with the subject "Security report". Include the affected URL or component, steps to reproduce and the impact you observed. Please don't include other people's personal data.

  • We aim to acknowledge reports within 3 business days and to send an initial assessment within 10 business days. We're a small team, so these are goals, not guarantees.
  • Test only against accounts you own or have permission to use. Don't access, change or delete data that isn't yours, and don't degrade the service for others. If you reach someone else's data, stop and tell us.
  • Give us reasonable time to fix the issue before you disclose it publicly. We suggest 90 days.
  • Safe harbor: if you make a good-faith effort to follow this policy, we consider your research authorized and won't pursue or support legal action against you for it. This covers only systems Smart Manager controls, not third-party services.
  • There is no bug bounty program. If you'd like credit, we'll credit you once the fix ships.

Our machine-readable security contact is published at /.well-known/security.txt.

Requests

Email jonathan@smartmanager.ai to request:

  • a data processing agreement (DPA);
  • a business associate agreement, once available (see compliance status);
  • answers to a security questionnaire, or more detail on any control on this page.
© 2026 SmartManager LLC
PrivacyTermsSecurityCookiesSubprocessorsLegal updatesContact
Smart Manager
SecurityPrivacyTerms

Trust Center

Security

Smart Manager is built so that a problem in one account stays in that account. This page explains how we protect your data today, what is still in progress, and how to report a vulnerability. We hold no security certifications yet, and every control below carries its real status.

Last reviewed September 27, 2026

How we approach securityYour own data storeEncryptionAccess controlAI providersMonitoring without your contentVulnerability managementIncident responseBusiness continuityCompliance statusSecurity controlsSubprocessorsResponsible disclosureRequests

How we approach security

Smart Manager is operated by SmartManager LLC, a small company. Our founder is our security contact.

We build security into the structure of the product instead of adding it afterwards. The clearest example is data isolation: each account gets its own database.

We label every control on this page by its real status. In place means the system enforces it today or, for a policy, that the policy is written and approved by the owner. Partial means some of it runs today and gaps remain. Planned means it is not yet operating with evidence; each description says what exists.

Your own data store

Most online services keep every customer's data in shared tables and filter rows by account. Smart Manager doesn't. Your workspace data (conversations, memory, documents, email, calendar, contacts and notes) lives in its own database deployment.

A shared control plane holds only what's needed to route requests: account identity, which data store belongs to which account, entitlements, and usage and billing records. It holds no workspace content. File storage is shared, with a separate folder for each account.

This limits the reach of a flaw in one data store to one account. It doesn't protect against a compromise of our own administrative credentials, which is why access to them is tightly restricted.

Control plane

Identity, routing and billing records. No workspace content.

  • Your data store

    Conversations, memory, documents, mail, calendar

  • Another account

    Its own separate database

  • Another account

    Its own separate database

File storage

Shared, with a separate folder for each account.

Each account's workspace data sits in its own database. The control plane routes requests but stores no workspace content.

Encryption

  • In transit: all traffic to smartmanager.ai uses TLS, and browsers are told to connect over HTTPS only (HSTS).
  • At rest: file storage is encrypted at rest. Our database provider manages encryption at rest for stored data, and we haven't yet recorded evidence of it for our account.
  • Connection tokens: the tokens that let us read from services you connect are sealed with AES-256-GCM before they're stored.
  • Not yet: searchable workspace content has no application-level encryption. Provider encryption protects it on disk, but our own services can read it in order to search and answer. Application-level encryption for searchable data is planned.

Access control

  • Sign-in runs through our identity provider, WorkOS. Multi-factor authentication is required for administrator accounts and accounts in HIPAA mode, and optional for everyone else.
  • The server ends inactive sessions: standard sessions after 7 days without activity or 30 days in total, administrator and HIPAA-mode sessions after 15 minutes without activity or 12 hours in total. The web workspace can also lock sooner after inactivity; standard accounts can turn that extra lock off.
  • Access to production systems is limited to our founder. Every change passes automated checks before release; independent review is expected but not yet enforced.
  • We don't access your workspace content except to provide support you ask for, to investigate abuse or a security issue, or when the law requires it.

AI providers

Smart Manager uses several AI models, each chosen for a specific job. Every provider is named on our subprocessor list.

  • No training: we use each provider's business API. Under those terms, providers don't use API data to train their models by default.
  • Retention: providers may keep API requests for a limited period under their standard terms, for example to detect abuse. We have no zero-data-retention agreements in place. Assisted browsing requests may be retained by OpenAI under its standard API retention; only the text requests on our lighter browsing path are sent with storage turned off. Video generation requests ask Atlas Cloud to delete results after 24 hours.
  • Memory: the model that updates what Smart Manager remembers about you runs only on OpenAI and never falls back to another provider.
  • Health information: requests classed as containing health information are blocked by default. Please don't upload protected health information (see compliance status).

Monitoring without your content

  • Our structured operational logs and traces use a fixed schema that leaves out your content. They record pseudonymous identifiers, route and error labels, and timings.
  • Browser error logs from signed-in sessions can still capture fragments of what was on screen. We're narrowing them to the same content-free schema.
  • Analytics and browser diagnostics run only if you allow them, and stay off when your browser sends a Global Privacy Control or Do Not Track signal.
  • When our firewall blocks or denies a request, our hosting logs record the IP address and browser user agent so we can investigate abuse.
  • We don't use advertising or social media trackers.

Vulnerability management

  • Every change runs automated secret scanning and our test suite before it can ship.
  • Dependencies are audited for known vulnerabilities on every change and weekly, and automated dependency updates are proposed weekly. Our infrastructure itself isn't scanned yet.
  • No third-party penetration test has been performed yet. We plan one and will update this page when it's done.
  • Reports from security researchers are welcome; see responsible disclosure.

Incident response

If we become aware of a security incident that affects your personal data, we will:

  • contain it and investigate what happened;
  • notify affected customers without undue delay;
  • where we process data for a business customer as its processor, notify that customer without undue delay and no later than 72 hours after becoming aware of a personal data breach, with the details it needs to meet its own obligations;
  • notify supervisory authorities within 72 hours where the law requires it for data we control;
  • keep you informed as we learn more, and share a summary of what we changed afterwards.

Our incident response and breach notification procedures are written but haven't yet been exercised in a drill.

Business continuity

Our hosting, database and storage providers run redundant infrastructure. Our own recovery plan is written, but scheduled database backups and a full restore test aren't in place yet. Our disaster recovery page says exactly what is and isn't covered today.

Compliance status

  • Certifications: we hold no security or privacy certifications and haven't completed a third-party audit.
  • GDPR and UK GDPR: we're the controller for personal accounts and a processor for business workspace content. A data processing agreement is available on request. Details are in our Privacy Policy.
  • US state privacy laws: we don't sell or share personal information, and we honor Global Privacy Control signals.
  • HIPAA: we're not a covered entity. We would act as a business associate only under a signed business associate agreement (BAA). We don't accept protected health information or sign BAAs today. A BAA will be available on request for eligible customers once our HIPAA mode and our vendors' BAAs are in place. Until then, please don't upload protected health information.

Security controls

This list follows the control areas common to security frameworks. Each control shows where it stands today.

In place
Operating today and enforced by the system or, for a policy, written and approved by the owner.
Partial
Some of it operates today; gaps remain before we would call it complete.
Planned
Not yet operating with evidence. The description says what exists.

Product12

  • Per-user data isolation

    In place

    Each account's workspace data lives in its own database deployment, not in rows of a shared table.

  • Service description communicated

    In place

    What the service does and its limits are published in our Terms and on this site.

  • Automatic session locking

    In place

    The server ends inactive sessions: standard accounts after 7 days idle or 30 days in total, administrator and HIPAA-mode accounts after 15 minutes idle or 12 hours in total. Standard accounts can turn off the extra in-page lock; the server limits still apply.

  • Data encrypted in transit

    In place

    All public traffic uses TLS with HSTS preload, and our inbound email service refuses mail that is not sent over TLS.

  • Data encrypted at rest

    Partial

    File storage is encrypted at rest, connection tokens are sealed with AES-256-GCM and database keys are stored encrypted. Our database provider's at-rest encryption is not yet recorded, and searchable content has no application-level encryption.

  • MFA required for applications

    Partial

    Multi-factor authentication is required for administrator and HIPAA-mode accounts and available to everyone else; ordinary accounts are not required to use it.

  • Audit logs collected

    Partial

    A tamper-evident, hash-chained security activity log is built, including requests refused for an expired session, missing MFA or a dormant account; cloud account activity and storage access are logged, but other provider logs are not yet collected in one place.

  • Dormant accounts disabled

    Partial

    Code suspends access after 90 days of inactivity, emails the account holder, stops background work and revokes document editing access; its production schedule is not yet switched on.

  • Company security commitments externally communicated

    Partial

    This page, our disaster recovery and subprocessor pages and our security.txt state our commitments and their real status.

  • External support resources available

    Partial

    A public contact form and these trust pages exist; there is no public help or documentation site yet.

  • System changes externally communicated

    Partial

    Changes to legal terms and subprocessors are posted on our legal updates page; there is no product changelog or status page yet.

  • Changelog established and maintained

    Partial

    Changes are recorded in version control and an internal change log; there is no public product changelog.

Infrastructure23

  • Unique production database authentication enforced

    In place

    Each production database has its own service credential, stored encrypted and loaded per database; the shared control plane has a separate key.

  • Web Application Firewall (WAF) used

    Partial

    Rate limiting and abuse protection guard untrusted traffic and a content security policy reports violations; managed firewall rules at our host are not yet decided.

  • Firewall restricts public access to infrastructure

    Partial

    Rate limiting protects untrusted entry points but fails open if its key is missing; a network firewall at our host is not yet decided.

  • Buckets not exposed publicly

    In place

    Public access is blocked on our production and development storage buckets, and neither has a bucket policy.

  • Automated backups enabled

    Partial

    File storage keeps prior versions for 90 days; scheduled database backups are not yet evidenced.

  • Data recovery process established

    Partial

    A written restore runbook and restore scripts exist; the per-account database restore path is blocked in testing.

  • Disaster recovery plans tested

    Partial

    File and control-plane restore tests passed their integrity checks with gaps; the database restore test is blocked and the tabletop exercise has not been run.

  • Administrator access restricted

    Partial

    Platform administrator access needs an allowlisted identity, MFA and a recent sign-in; provider console member lists are not yet attested.

  • Configuration management system established

    Partial

    Application, database and job configuration is versioned in our repository; some settings still live only in provider consoles.

  • Infrastructure deployed using an infrastructure-as-code tool

    Partial

    Database schemas, per-account data stores, background jobs and hosting configuration deploy from versioned code; cloud storage and DNS are managed in consoles.

  • Infrastructure changes logged

    Partial

    Code, schema and data-store releases are recorded in version control and release records, and cloud account activity is logged with integrity validation; audit logs from other provider consoles are not yet exported.

  • Infrastructure performance monitored

    Partial

    Health checks and operational monitors run; alerts are logged but nobody is paged yet.

  • Log management used

    Partial

    Operational telemetry uses field allowlists that leave out content, and cloud activity and storage access logs are kept with set retention; other provider logs stay in their consoles with no retention set.

  • Active discovery tools used

    Partial

    A manual scan finds vendor and configuration signals in our code; it is not yet scheduled or compared against the asset inventory.

  • Production deployment access restricted

    Planned

    Release workflows pin the repository, branch, commit and releasing account, but the production environment has no required reviewer yet.

  • Infrastructure changes require review

    Planned

    Automated checks gate every release; independent review is expected but not enforced.

  • Automated security scanning performed on infrastructure

    Planned

    Code and dependencies are scanned automatically; the infrastructure itself is not yet scanned.

  • Recovery data isolated

    Planned

    Prior file versions sit in the same storage account; there is no isolated backup copy yet.

  • Business continuity and disaster recovery policy established

    In place

    Written and approved by the owner; the recovery plan has not yet been exercised.

  • Network infrastructure continuously updated

    Planned

    Policy approved; network layers are operated by our managed providers, and their responsibility is not yet recorded.

  • Anti-malware deployed on infrastructure

    Planned

    Policy approved; we run on managed platforms without self-managed servers, and provider responsibility is not yet recorded.

  • Unauthorized assets addressed and removed

    Planned

    Policy written; some retired projects are still being removed.

  • VPN used

    Partial

    Policy approved; it records that a VPN does not apply to our managed platforms.

Data and privacy10

  • Data inventory maintained

    Partial

    A dated inventory of the personal data we hold, where it lives, why and on what legal basis is maintained; its classifications await owner and legal review.

  • Data labeled according to classification level

    Partial

    AI requests carry a data class and account exports are tagged; stored records and logs carry no label yet.

  • Data management and retention policy established

    In place

    Policy approved. Retention periods are defined in code and enforced by a daily scheduled sweep, and closed-account cleanup runs on a monthly schedule.

  • Data-flow diagrams maintained

    Partial

    Seven data-flow diagrams with code citations, including the audit and privacy flows, are maintained by hand; the owner has not yet reviewed them.

  • Vendor inventory maintained

    Partial

    All vendors that process personal data are inventoried (see our subprocessor list); agreement records are not yet attached.

  • Vendor management program established

    Partial

    A vendor policy with review and onboarding checklists is approved; no vendor review is complete.

  • Vendors classified by data sensitivity

    Partial

    Each vendor has an owner-approved data-class rating and a flag for whether it may receive health information; one recently added browser host is not yet rated.

  • Vendors classified by risk level

    Partial

    Each vendor has an owner-approved risk level under our vendor policy; one recently added browser host is not yet rated.

  • Vendor agreements established

    Planned

    Vendor data processing agreements are not yet attached to our records, and no business associate agreements are signed.

  • Access management policy established

    In place

    Written and approved by the owner.

Internal procedures26

  • MFA required for administrative access

    Partial

    In-app administrator controls require MFA and a recent sign-in; MFA for every sign-in method the owner uses is still being configured.

  • Access revoking process enforced

    Partial

    Administrators can sign a user out of every device; access to some retired vendors is still being closed.

  • Account inventory maintained

    Partial

    An access inventory exists; provider member exports are still being attached.

  • Vulnerabilities scanned

    Partial

    Every change gets a dependency audit and secret scan, and a full dependency audit runs weekly; code-scanning results are not yet published and infrastructure is not scanned.

  • Vulnerability management policy established

    In place

    Written and approved by the owner, and partly operating through CI checks and a vulnerability register.

  • Automated software patch management performed

    In place

    Automated dependency update requests run weekly, and vulnerability alerts with automatic security fixes are switched on.

  • Adequate audit log storage maintained

    Partial

    Cloud activity logs are kept for six years and storage access logs for 400 days. The security activity log is designed to be kept for six years and has a monthly retention job that is not yet switched on; retention at other providers is not set.

  • Risk assessments performed

    Partial

    A risk register is maintained and the first security risk analysis is approved by the owner; a mobile app addendum and one legal question remain open.

  • Software development lifecycle established

    Partial

    Changes pass automated type, lint, test, dependency and secret checks before release; independent review is not enforced.

  • MFA required for infrastructure access

    Planned

    An organization-wide two-factor requirement for source control is not yet switched on, and console MFA is not yet attested.

  • MFA required for critical services

    Planned

    MFA on each critical provider account is not yet attested.

  • Access granting process used

    Partial

    Policy approved; no access grant is recorded yet.

  • Access requests to sensitive data required

    Planned

    Policy approved; operator access to customer data has no approval step yet.

  • Access requests to sensitive infrastructure required

    Partial

    Policy approved; with a single operator, no request is recorded yet.

  • Employee access regularly reviewed

    Partial

    Policy approved; the first access review is due by 2026-12-31.

  • Password management policy established

    In place

    Written and approved by the owner.

  • Password management policy enforced

    Planned

    Customer passwords are handled by our identity provider; the workforce password manager is not yet recorded.

  • Change management policy established

    In place

    Written and approved by the owner.

  • System changes internally communicated

    Partial

    Policy approved; no operating record yet.

  • Incident response policy established

    In place

    Written and approved by the owner; not yet exercised.

  • Breach notification process established

    Partial

    Process approved, including notice timelines; not yet rehearsed.

  • Incident review process implemented

    Partial

    Post-incident reviews are part of the approved policy; the first tabletop review has not been run.

  • Audit log management process maintained

    Partial

    Policy approved; the first review has not run.

  • Penetration testing performed within the last 12 months

    Planned

    No third-party penetration test has been performed yet.

  • Penetration testing findings remediated

    Planned

    Will apply once a penetration test is performed.

  • Risk management policy established

    In place

    Written and approved by the owner.

Organizational26

  • DMARC policy and verification used

    Partial

    DMARC records are published for our domains with aggregate reporting on, in monitoring mode (p=none); they do not yet reject spoofed mail.

  • Asset inventory maintained

    Partial

    An asset inventory exists; workforce device entries are pending.

  • Asset management policy established

    In place

    Written and approved by the owner; the inventory it governs is maintained.

  • Security official assigned

    In place

    The founder is the designated security official; the designation is signed. No backup is named yet.

  • Policies signed by relevant personnel

    In place

    All 24 policies are approved and acknowledged by our workforce, which today is the founder.

  • Acceptable use policy established

    In place

    Written and approved by the owner.

  • Code of conduct established

    In place

    Written and approved by the owner.

  • Roles and responsibilities specified

    In place

    Written and approved by the owner.

  • Security awareness training conducted

    Planned

    No training is recorded yet.

  • Onboarding process established

    In place

    Written and approved by the owner.

  • Offboarding process established

    In place

    Written and approved by the owner.

  • Reference checks performed for employees

    Planned

    The screening approach will be decided before the first hire.

  • Performance evaluations conducted

    Partial

    Policy approved; no review is recorded yet.

  • Sanction policy established

    In place

    Written and approved by the owner.

  • Physical security policy established

    In place

    Written and approved by the owner; we operate no data centers of our own.

  • Physical access restricted

    Partial

    Policy approved; physical hosting security is provided by our cloud providers, and no operating record exists yet.

  • Workstation use and security policy established

    In place

    Written and approved by the owner.

  • Password manager used

    Planned

    The workforce password manager is not yet recorded.

  • Automatic session locking enforced

    Planned

    Screen lock on workforce devices is not yet attested.

  • Data encrypted on end-user devices

    Planned

    Full-disk encryption on workforce devices is not yet attested.

  • Anti-malware deployed on end-user devices

    Planned

    Malware protection on workforce devices is not yet attested.

  • Firewall maintained on end-user devices

    Planned

    Firewall settings on workforce devices are not yet attested.

  • Mobile device management (MDM) used

    Planned

    A decision on device management is pending.

  • Unauthorized software on end-user devices addressed and removed

    Planned

    A recurring installed-software review is not yet recorded.

  • Email account access restricted

    Planned

    Mailbox administrator and MFA settings are not yet attested.

  • Email settings block malicious content

    Planned

    Inbound email notifications are signature-verified and inbound mail must arrive over TLS; mailbox filter settings are not yet attested.

Subprocessors

We use a small number of vendors to run Smart Manager. Our subprocessor list names each one, what it does, the data it receives and where it processes data. We post changes there in advance where feasible.

Responsible disclosure

If you find a security vulnerability, email jonathan@smartmanager.ai with the subject "Security report". Include the affected URL or component, steps to reproduce and the impact you observed. Please don't include other people's personal data.

  • We aim to acknowledge reports within 3 business days and to send an initial assessment within 10 business days. We're a small team, so these are goals, not guarantees.
  • Test only against accounts you own or have permission to use. Don't access, change or delete data that isn't yours, and don't degrade the service for others. If you reach someone else's data, stop and tell us.
  • Give us reasonable time to fix the issue before you disclose it publicly. We suggest 90 days.
  • Safe harbor: if you make a good-faith effort to follow this policy, we consider your research authorized and won't pursue or support legal action against you for it. This covers only systems Smart Manager controls, not third-party services.
  • There is no bug bounty program. If you'd like credit, we'll credit you once the fix ships.

Our machine-readable security contact is published at /.well-known/security.txt.

Requests

Email jonathan@smartmanager.ai to request:

  • a data processing agreement (DPA);
  • a business associate agreement, once available (see compliance status);
  • answers to a security questionnaire, or more detail on any control on this page.
© 2026 SmartManager LLC
PrivacyTermsSecurityCookiesSubprocessorsLegal updatesContact