Role-based access by location
Permissions are set by role and by location, so staff see only the cases and information relevant to their work and their site.
Security
Security at FuneralHQ
Your firm trusts FuneralHQ with family records and financial details. This page explains how the system is built to protect that information: who can see what, how data is encrypted, how payments are handled, and how your records stay yours.
How the system protects your data
Security is built into the architecture, not added on top. These are the controls that keep case and financial records safe.
E-signature audit trail
Each e-signature is recorded with an audit trail, so you can see what was signed and when, and store the signed copy on the case.
Encryption in transit and at rest
Data is encrypted in transit and at rest, protecting case and family information as it moves and while it is stored.
Secure payment processing
Card and ACH payments are processed through our payment provider using PCI-compliant handling, so sensitive payment details are managed by the provider.
Automated backups
Your data is backed up automatically, so case and financial records are protected against accidental loss.
Data export anytime
Your records belong to you. You can export your data at any time, so you are never locked in.
Access and permissions
Access follows the role. Staff get what they need to do their work, and admins control the rest across locations.
What staff see
- Only the cases and locations assigned to their role
- The details they need for arrangements and tasks
- Documents and e-signatures tied to their cases
- Payment status and balances on the cases they work
What admins control
- Per-user and per-location permissions
- Which roles can view, edit, or manage cases
- Multi-location access and reporting on the Business plan
- Adding and removing staff and adjusting their access
Data ownership and backups
Your records are yours. The system is built so you keep control of your data and can take it with you whenever you need to.
You own your data
Case, contact, document, and payment records belong to your firm. FuneralHQ stores and protects them on your behalf.
Export on demand
You can export your data at any time, so you always have a copy and are never dependent on staying to keep access.
Protected against loss
Automated backups and encryption at rest mean your records are guarded against accidental loss or exposure.
Common questions
Where is my data?
Your case and financial records are stored in FuneralHQ, encrypted at rest, and backed up automatically. The records belong to your firm.
Can I export my data?
Yes, anytime. You can export your records whenever you want, so you always keep a copy and are never locked in.
Who can see what?
Access is role-based and set by location. Staff see only the cases and information assigned to their role and site, and admins control permissions per user and per location.
How are payments secured?
Card and ACH payments are processed through our payment provider using PCI-compliant handling, so sensitive payment details are managed by the provider rather than stored by your firm.
Talk through security for your firm
In 20 minutes we show how access, e-signatures, payments, and backups work, so you can decide with confidence.