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Britixo Practice Management Software.

Compliance and Security Tools in Practice Management Software.

Data protection and regulatory compliance are no longer optional—they are essential requirements for every professional practice operating in the UK. Clients need to know their information is safe, and regulators demand proof that you’re following the correct protocols. Britixo’s Compliance and Security Tools are built into the core of its practice management software, ensuring your business meets strict GDPR requirements, industry-specific regulations, and client security expectations without relying on third-party add-ons. From secure logins to full audit trails, Britixo gives you the tools to protect sensitive information, monitor user activity, and demonstrate compliance whenever needed.

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  britixo  The Leading
 Practice Management Software UK.

Britixo combines robust security infrastructure with practical compliance features that make it easier to protect data, control access, and prove you’re following the rules. This means you can focus on running your business with confidence, knowing the system is working behind the scenes to keep you compliant and secure.

These tools are not optional extras—they are standard features designed to work seamlessly with every other part of the software, from client records and document storage to invoicing and communication.

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Britixo-PMS-and-CRM-all-in-one-place

GDPR is the foundation of data protection law in the UK, and Britixo is built to comply with it from day one.

  • Data Subject Rights Management: Handle requests for data access, correction, or deletion quickly and securely.

  • Consent Tracking: Record and store client consent for marketing communications or data processing.

  • Data Retention Policies: Automatically archive or delete records in line with retention schedules.

  • Data Portability: Export client data securely in a standard format when requested.

This ensures your practice meets legal requirements without manual record keeping or additional software.

Not every member of your team should have access to every piece of information. Britixo’s role-based permissions make it simple to control who sees and edits what.

  • Role-Based Access: Assign permissions based on job role, department, or seniority.

  • Granular Control: Restrict access to individual modules, records, or even fields within a record.

  • Temporary Access: Grant short-term access for contractors or temporary staff, with automatic expiry.

  • Permission Reports: Review who has access to what data at any time.

These controls prevent accidental data leaks and ensure only authorised personnel handle sensitive information.

Even strong passwords can be compromised. Britixo’s two-factor authentication adds an extra layer of protection to your system.

  • Flexible Options: Use email or app-based codes for verification.

  • Mandatory for Admins: Enforce 2FA for high-privilege accounts.

  • Customisable Policy: Require 2FA for specific teams or modules.

  • Device Recognition: Reduce friction by remembering trusted devices while still ensuring security.

This is especially important for practices where staff work remotely or access sensitive data from multiple locations.

Being able to prove compliance means keeping detailed records of what happened, when, and by whom. Britixo automatically records key system activity.

  • User Activity Logs: Track logins, logouts, and actions performed within the system.

  • Record Change History: See exactly what was changed in a record and by whom.

  • Document Access Logs: Monitor when a file was uploaded, downloaded, or shared.

  • Exportable Logs: Provide regulators or auditors with a clear record of system activity.

This level of transparency is vital for regulated industries like legal services, healthcare, and finance.

Data security is only as strong as the systems protecting it. Britixo uses enterprise-grade measures to keep your information safe.

  • AES-256 Encryption: Protects data both in transit and at rest.

  • Secure UK/EU Hosting: All data is stored in GDPR-compliant locations.

  • Regular Backups: Automatic backups ensure data can be restored if needed.

  • Firewall and Intrusion Detection: Prevents unauthorised system access.

These safeguards protect against both external threats and accidental data loss.

🧠 Industry-Specific Compliance Features

Different industries have different regulatory frameworks. Britixo adapts to meet them.

  • Legal Practices: SRA-compliant data handling, secure client portals, and full case history retention.

  • Accountancy Firms: HMRC-compliant record keeping and secure document sharing.

  • Healthcare Providers: Secure storage for patient records in line with NHS data security standards.

  • Consultancies and Agencies: Clear audit trails for contractual and project documentation.

This ensures your compliance measures are relevant to your sector’s exact needs.

📈 Benefits of Built-In Compliance and Security Tools

  1. Peace of Mind: Know your data is protected by enterprise-grade security.

  2. Regulatory Confidence: Meet legal requirements without extra tools or manual processes.

  3. Operational Efficiency: Reduce admin time spent on compliance tasks.

  4. Reputation Protection: Demonstrate to clients that their information is handled responsibly.

⚖️ Legal Practices:
Maintain full audit trails for every case, ensuring that all client interactions and document changes are recorded for potential legal review.

🧾 Accountancy Firms:
Store and manage client financial documents securely while ensuring only authorised staff can access sensitive files.

🏥 Healthcare Providers:
Securely store patient treatment records, with restricted access for authorised healthcare staff only.

💼 Consultancy and Agencies:
Keep client proposals, contracts, and reports encrypted while still making them easily accessible to approved team members.

Britixo’s compliance and security features are not standalone—they’re embedded into every module of the software.

  • Document Management: Secure upload, sharing, and version control.

  • Invoicing and Payments: PCI-compliant payment processing.

  • Client Portals: GDPR-compliant file sharing and communication.

  • Reporting: Secure access to financial and operational reports.

This ensures that every interaction within the software is secure and compliant by default.

Britixo’s built-in compliance and security tools give you everything you need to:

  • Meet GDPR and industry-specific regulations

  • Protect sensitive data with encryption and access control

  • Track system activity with full audit logs

  • Provide a secure, professional client experience

With these features, your practice management software becomes a trusted platform where security is never an afterthought—it’s part of the foundation.

Britixo.

Secure. Compliant.
Built for British businesses.

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