Security & confidentiality
Your information, handled with care
We take practical, sensible steps to protect the information you trust us with. Here's how we work.
Controlled, permissioned access
We use client-controlled, permissioned access to your accounting platforms wherever available — no shared passwords.
Secure cloud platforms
We work within established cloud accounting and document platforms such as QuickBooks Online, Xero and Dext.
Secure document sharing
Documents are exchanged through secure, controlled channels rather than casual email attachments.
Confidential handling
Client records are handled confidentially and only by those who need access to do the work.
Access removal
When an engagement ends or access is no longer needed, it is removed.
No sensitive data via forms
We never ask for bank credentials, passwords, card details or client financial data through our public contact form.