How we protect your clients' data
Your clients trust you with their financial information. When you partner with us, you're extending that trust to our team, so here is exactly how we handle it.
You control every door
We only access a client's books when you invite us, using an email address on your own domain. You can see our access at any time and remove it in seconds.
Two-factor authentication, always
Every account our team uses to access client books requires two-factor authentication.
Confidentiality agreements
Everyone on our team works under a signed confidentiality agreement.
No data outside the books
We work inside your client's QuickBooks Online or Xero file. We don't download or store your clients' financial data outside of it except where a report requires it, and those reports go only to you.
Clean offboarding
When a client leaves, or if you ever end the partnership, we hand everything back and our access is removed. Nothing stays with us.