Data Protection
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Your Data Is Safe With Us
When you trust us with your accounting and finance work, you’re also trusting us with sensitive information. We take that responsibility seriously, and we’ve built one of the most comprehensive security systems in the industry to protect it.
Why Our Clients Sleep Better at Night
Every number, every document, every piece of data you share with us is protected by the same level of security used by banks and Fortune 500 companies.
Here’s what sets us apart:
- Globally recognized certifications that prove our commitment to security
- Multi-layered protection covering everything from our front door to your cloud files
- A dedicated security team with decades of combined experience
- Regular third-party audits to keep us honest and up-to-date
Zero-compromise approach to confidentiality and data integrity
Our Certifications Speak for Themselves
We hold ISO 27001:2022 certification for information security management, ISO 9001:2015 for quality standards, and SOC 2 Type 2 certification for data security and privacy controls.
An independent third-party security agency audits us every year. We have a dedicated Information Security Officer who oversees all compliance and enforcement matters. And our entire framework is built around the CIA Triad: Confidentiality, Integrity, and Availability, the gold standard in data security.
- How We Protect Your Data
Our 360° Security Framework
Our security approach has 10 interconnected layers. Each one reinforces the others, creating a system with no weak links.
| Security Layer | What We Do | Why It Matters |
|---|---|---|
| Physical Security | 24/7 surveillance, biometric access, zero mobile devices on work floor, secure hardware destruction | No one gets near your data without multiple checkpoints |
| People Security | Background checks, ongoing training, role-based access, confidentiality agreements | 95% of breaches are human error, we eliminate that risk |
| Network Security | Segregated VLANs, enterprise firewalls, 24/7 monitoring, blocked personal devices | Your data never shares a network with unauthorized users |
| Device Security | Licensed software only, endpoint protection, 2FA, disabled USB/screenshots | Every machine is locked down, no exceptions |
| Application Security | Static IP + 2FA portals, 90-day password rotation, access logging | Every login leaves a trail we can trace |
| Data Encryption | 256-bit AES encryption, 3-2-1 backup strategy, role-based access control | Military-grade protection whether data is stored or moving |
| Email & Internet | DLP systems, encrypted email, web filtering, blocked personal accounts | No data leaves through the back door |
| Business Continuity | Daily backups, tested disaster recovery, backup facility with 100+ seats | Disasters happen. Downtime doesn’t. |
| Security Team | 16+ certified experts (CISSP, CISA, ISO auditors), 10+ years avg. experience | Specialists who stay ahead of emerging threats |
| Living Policies | ISO 27001-aligned, regularly audited SOPs, continuous improvement | Not just documented, actually enforced |
Your Role in Data Security
During Onboarding
- Share only what's necessary for us to do our job
- Use secure methods when transferring initial data
- Review access permissions with us to ensure they're appropriate
- Ask questions about any security practices you don't understand
During Our Partnership
- Maintain strong passwords on shared platforms
- Report suspicious activity immediately
- Keep your own systems secure (we can provide guidance)
- Review access logs periodically to verify everything looks right
Communication Best Practices
- Use encrypted email for sensitive information
- Never share passwords over phone or email
- Verify unusual requests before responding (even if they seem to come from us)
- Keep us updated if your security requirements change