Data Security and Confidentiality
This page lists the controls we use today. We add to it only when something new is in place.
How We Handle Client Data
Use of client-owned systems and access-controlled environments
Dedicated user IDs and restricted data access protocols
No local data storage to ensure complete client data ownership
NDA-backed engagement with strict confidentiality standards
Secure processes aligned with global data protection practices
You Own Your Books
We work in your QuickBooks or Xero file, not in a copy on our side. The file, its history and its access settings stay yours. If you stop working with us, you remove our user IDs and your books are exactly where they were.
CPA firms get the same model for their clients. See white-label bookkeeping for CPA firms.
Report a Security Concern
If you think client data handled by FinAccurex has been exposed, or you want to ask about our controls, email us with “Security” in the subject line.
business@finaccurex.com