SaaS Access Management & SSO

Most firms have more application passwords than they can track. That's the problem.

The average professional firm uses dozens of SaaS applications. Practice management, document storage, email, time tracking, billing, payroll, client portals, e-signature platforms. Each one has its own login. Each one has its own password reset process. Each one has its own definition of who has access and when that access was last reviewed.

The result is credential sprawl — a landscape where passwords get reused, shared, written down, and rarely rotated. Where a departing employee's access to six different applications gets revoked from three of them. Where nobody has a complete picture of what every user can access across the full application stack.

Single Sign-On with centralized identity management replaces that landscape with one login, one access control policy, and one place to review, provision, and revoke access across every application your firm uses.

What's covered

• SSO platform selection, configuration, and deployment — Microsoft Entra ID, Okta, or the platform appropriate to your environment
• Application integration for every SaaS tool in your environment that supports SAML or OIDC authentication
• Centralized user provisioning and deprovisioning — one action that grants or removes access across all connected applications
• Multi-factor authentication enforcement at the identity layer, applied consistently across all applications
• Access policy configuration — role-based access controls, conditional access rules, and device compliance requirements
• Regular access reviews with documentation suitable for compliance reporting
• Ongoing management for application additions, user changes, and policy updates

This service is available as an add-on for clients whose environment and compliance requirements make centralized identity management the right next step. We'll tell you during your assessment whether it belongs in your program now or later.

Why this matters for your compliance program

Access control is one of the most scrutinized requirements under both FTC Safeguards and HIPAA. Both frameworks require that access to systems containing sensitive data be limited to authorized users, that access be reviewed regularly, and that terminated employees lose access promptly. SSO makes all three of those requirements easier to satisfy and easier to document.

For firms that also need to demonstrate access controls to enterprise clients or cyber insurers, a centralized identity layer with documented access reviews is often the difference between a passing review and a remediation list.