# IT & Tool Usage Policy
Approved Systems
Work must be completed in approved company platforms, including ClickUp, Slack, Hubstaff, OneDrive, Teams, Zoom, JotForm, QuickBooks, and Canva. Personal accounts require explicit approval.
Access Security
Store client logins only in approved secure drives or password managers. Never send passwords through unencrypted email or chat. Use multi-factor authentication where available.
Device and Workflow Standards
Use updated operating systems, antivirus, firewalls, and strong device authentication. Keep task descriptions, estimates, dates, attachments, and time entries current. Mirror urgent Slack communication in the task system and save client files only in approved storage.
Prohibited Use and Compliance
Do not save client files to personal devices or drives, use unapproved transfer tools, or share screenshots/files outside authorized channels. Report unauthorized access or suspicious activity immediately; misuse may result in access revocation or termination.