Privacy
Privacy and security basics
Understand the core safety practices for ClientFive accounts, client records, and integrations.
Instructions
- 1.Use a secure email account for ClientFive login.
- 2.Keep client-sensitive notes in the right workspace and avoid oversharing in Collab.
- 3.Disconnect integrations that no longer need access.
- 4.Review the Privacy Policy and Terms when your data-use needs change.
- 5.Contact ClientFive if you need help with account or privacy requests.
Helpful external references
These third-party resources can help with connected services. ClientFive guidance remains the source of truth for how the product works.