Security
Your financial data, kept safe
Trust is the foundation of bookkeeping. Here is exactly how we protect your information.
NDA on every engagement
We sign a non-disclosure agreement before we see any of your financial data.
No shared passwords
We use accountant or advisor invitations in your software, so you never share your login and can remove access at any time.
Need-to-know access
Only the team members working on your account can see your books.
Secure file sharing
Documents are exchanged through secure cloud storage — never as loose email attachments.
Protected devices
Team devices use encrypted storage, up-to-date software and two-factor authentication on every work account.
Data protection
We handle personal data in line with GDPR principles and delete or return your files when we stop working together.
Questions about security?
We are happy to walk you through our process on a call before you share anything.