Every engagement is covered by clear confidentiality commitments and restricted access controls.
Files are transferred and stored using encrypted channels, not shared over open email threads.
Only your assigned accountant and reviewer can access your records — access is logged and limited.
Every client relationship includes a written confidentiality agreement before any data is shared.
Records are retained only as long as required by law and your engagement, then securely deleted on request.
We're happy to walk through our process before you commit to anything.