Security & Confidentiality
Trust is the foundation of our relationship. We recognize the importance of protecting your sensitive financial records and business data.
Commitment to Data Security
We treat security as an absolute requirement, not an afterthought. We use industry-standard encryption, controlled access protocols, and trusted cloud infrastructure to keep your business financial information safe.
Encryption in Transit & at Rest
All data transferred between your browser and our services is encrypted using modern TLS (HTTPS) protocols. Data stored by our infrastructure providers may be protected by encryption at rest according to the provider and service configuration.
Strict Confidentiality & Access Control
Only authorized personnel who directly support your account are granted access to your financial records. Our team operates under non-disclosure obligations to protect your proprietary information.
Secure Authentication
We recommend multi-factor authentication (MFA) across all client portals and accounting platforms. We do not ask clients to send passwords through ordinary email or other insecure channels. Authentication and credential handling depend on the connected platform and integration used.
Infrastructure & Hosting
We use established cloud infrastructure and security controls appropriate to the services we provide. Specific security features can vary by application, provider, account configuration, and client workflow.
No Selling of Data
We do not sell, rent, or trade client operational or financial data for monetary consideration. Information may be processed by service providers when necessary to operate requested services, subject to applicable agreements and policies.
Data Retention
We only keep your information for as long as it is needed to provide our services or to meet legal and professional requirements. When data is no longer necessary, it is securely deleted or anonymized.
Client Responsibilities
Security is a shared effort. To help us protect your business, we ask that you:
- •Use strong, unique passwords for your account credentials.
- •Avoid sharing account passwords via unencrypted channels like email.
- •Promptly notify us if you suspect any unauthorized access to your records.