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Trust & Security

Security & data protection

Handing bookkeeping to an external team means handing over access. Here's how that access is controlled.

Your financial data is sensitive. We don't treat it lightly. Every person who accesses your records is named, their access is scoped to only what they need, and that access is removed immediately when they're no longer needed on your account.

Our Controls

Four pillars of access control

Named Access Only

Work is done by named team members with access scoped to the accounts they are assigned to, not shared logins.

  • No shared passwords
  • Individual user accounts
  • Audit trail of who did what
  • Personal accountability

Read-First Access

Onboarding starts with read access wherever your software allows it, before any write access is granted.

  • Review before change
  • Confidence building
  • Safe onboarding
  • Rollback easy

Reviewer Separation

The person who reviews a file is never the person who worked on it — a maker-checker split on every job.

  • Independent verification
  • Error detection
  • Fraud prevention
  • Quality assurance

Access Revocation

Access is removed immediately if an engagement ends or a team member changes role.

  • Immediate removal
  • Termination protocol
  • No lingering access
  • Compliance documented
Audit & Accountability

Everything is logged and verifiable

Your accounting software maintains an audit trail of every change made to your records. You can see who made changes, when they made them, and what changed. This isn't hidden from you — it's your data, and you can verify it anytime.

  • Full audit trail in your accounting software
  • You can review who changed what and when
  • No hidden or off-system changes
  • Year-end verification ready
Audit trail and access logging
Trust Through Transparency

You're in control of your data

Security isn't something we do behind closed doors. It's built into how we work — named access, split review, immediate revocation, and full audit trails you can verify anytime. You can trust us because you can see exactly what we're doing.

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Related Pages

Continue Reading

UK GDPR

How client data is handled.

Offshore Delivery

Is India-delivered safe.

Quality & Review

Maker-checker process.
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