Access & Data Controls
Least-privilege access, enforced everywhere.
- Mandatory multi-factor authentication on every platform
- Role-based, least-privilege access — no shared logins
- Company-managed devices with strict USB, download, and print controls
- Encryption in transit and at rest, secure password management
- Access logs and periodic access reviews
Full Security Framework
Every safeguard, in one place.
Confidentiality & Contracts
Signed employee NDAs, background-appropriate screening, IP-assignment terms, and a lawyer-reviewed master services agreement with every client firm.
Written Security Program
A documented Written Information Security Plan covering risk assessment, service-provider oversight, and ongoing monitoring — aligned to IRS/FTC safeguards guidance for financial data handlers.
Incident Response
Documented breach and incident-response procedures, defined escalation paths, and a named security/compliance officer accountable for the program.
Data Consent & Disclosure
Clear contract language on offshore personnel access, aligned with AICPA guidance on third-party disclosure and reasonable confidentiality assurance.
Tax Data Handling
Tax-return information is only accessed under a documented client-consent workflow consistent with IRC §7216 disclosure requirements — never by default.
Data Retention
Defined retention windows and secure-deletion procedures ensure client data is never held longer than the engagement requires.
Quality Assurance Framework
No work reaches your client unreviewed.
Every professional is screened for accounting knowledge, software fluency, and attention to detail before assignment, then matched to a role: Bookkeeper, Senior Accountant, Reviewer, or Team Lead.
- Client SOP created before work begins
- Four-eyes review for month-end and sensitive work
- Reconciliation and close checklists on every cycle
- Error classification and root-cause tracking
- Weekly QA report delivered to your firm
