Frequently Asked Questions

Got Questions? We Have Answers.

Do you store client data on your computers?

No. All client data is stored in secure, encrypted cloud systems—never on local laptops or personal devices.

What happens if we need to switch accountants or stop services?

You maintain full ownership of your data. We provide a secure, encrypted backup and transfer all documents to your new service provider upon request.

Do you sign Non-Disclosure or Business Associate Agreements?

Yes. We sign NDAs for all clients, and a Business Associate Agreement (BAA) for medical practices that require HIPAA compliance.

How do you protect against unauthorized access?

We use:

  • Multi-Factor Authentication
  • Role-based access
  • Individual user credentials
  • Audit logs
  • Ability to shut off access immediately
Is financial information ever emailed?

No. We do not send account numbers, bank credentials, invoices, or payment files through email.
We use encrypted document portals and secure links only.

Where is my data stored?

All data is stored on secure, SOC 2–aligned cloud hosting platforms with U.S.-based data centers and continuous monitoring.

Can we control who sees our financial data?

Absolutely.
You choose who can access reports, dashboards, authorization requests, or documents—CPAs, board members, administrators, or no one at all.

Do you back up our financial data?

Yes. Data is automatically backed up with:

  • Multi-zone redundancy
  • Version history
  • Rapid recovery in case of outage
Can you provide documentation for our board or compliance team?

Yes. We can provide:

  • Data security statement
  • Proof of SOC 2 infrastructure
  • BAA or confidentiality agreements
  • Access logs and audit activity records