Your Data

Your data. Always yours. Always available.


At TaskPerfect, we believe in giving you complete control over your data. Unlike many cloud services, such as Salesforce, we don’t store your data on our servers. Instead, your data remains fully accessible and entirely under your control, ensuring privacy and flexibility at every step.

On the Cloud – Always Private

When we configure your system in the cloud, we create a dedicated virtual server exclusively for you. This server is securely accessible only from your office or specific locations you authorize.

On-Premises – Full Control and Cost Efficiency

For clients who prefer managing their data on-site, TaskPerfect supports on-premise servers.

Benefits of Full Access to Your Data

1. Data Privacy

By managing your own data, you retain full control over who can access it. This guarantees that your information won’t be used for external marketing or sold to third parties.

2. Streamlined Queries and Reporting

Accessing and analyzing your data becomes straightforward with full database access. TaskPerfect utilizes Microsoft SQL Server, which supports numerous third-party tools for querying, graphing, and interacting with your data.

3. Custom Data Storage

Easily create custom tables to store additional information specific to your organization’s needs, ensuring your database adapts to your unique workflows.

4. Scheduled Tasks, SMS, and Emails

Automate daily calculations, data generation, and bulk communications directly from your server. Many clients take advantage of reduced nightly costs to send bulk emails or SMS messages, such as client statements and invoices, efficiently and cost-effectively.

Empower Your Firm with Data Control

Whether you choose a cloud or on-premises solution, TaskPerfect ensures your data remains secure, private, and fully accessible. Enjoy the freedom to scale, analyze, and manage your data on your terms.






Ai Features

TaskPerfect leverages AI to streamline workflows and provide actionable insights for your firm. From automating routine tasks to analyzing data for trends and predictions, AI features help you make informed decisions faster. Simplify document review, optimize scheduling, and deliver a smarter, more efficient experience for your team and clients.

TaskPerfect leverages AI to streamline workflows and deliver actionable insights for your organization. From automating routine tasks to analyzing data for trends and predictions, its AI-powered features help you make faster, more informed decisions. Simplify document review, optimize scheduling, and create a smarter, more efficient experience for your team and customers.

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