Understanding the Audit Log

Review a complete log of who accessed what and when in your firm.

Professional

Overview

The audit log is a chronological record of every access event within your firm. It shows who accessed which client's data, what they did, and when.

Viewing the Audit Log

Go to Audit Log in the Firm section of the professional sidebar. You can filter by date range, team member, client, and action type.

Why It Matters

The audit log helps you ensure compliance, track who is accessing client data, and demonstrate proper data handling practices to clients and regulators.

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