One login, one set of jobs
Each client login can only see the jobs and files it uploaded. The check runs on our server on every request, not just in the page.
AI-Powered · optional human review
Security & privacy
Your statements are sensitive. Here is how we protect them, in plain English, and what we don't claim.
Privacy & data isolation
Your books are yours alone.
Statements are sensitive financial data. We treat them that way.
Need-to-know staff access
Our team sees only what's needed to do your books. Your profile stays editable only by you, and staff views of it are logged.
Audit trail
Logins, uploads, downloads, approvals and changes are recorded with who and when.
Accounts
Two-step verification and strong passwords
Two-step verification
Use an authenticator app for a 6-digit code at login, with single-use backup codes. Required for every Our team member; available to every client.
Lockout protection
Repeated wrong passwords lock the account for a while, and sign-in attempts are rate-limited.
Verified email
You confirm your email before uploading, and finished files are only ever sent to that verified address as login-protected links.
Encryption & storage
Protected in storage and in transit
Passwords & 2FA secrets
Passwords are stored only as strong one-way hashes (argon2id). Two-step secrets are encrypted at rest.
Private file storage
Uploaded files are kept in private storage, never on a public web folder, and every download checks who you are first.
HTTPS
The client portal is built to run only over encrypted HTTPS connections.
No outsourcing
In-house bookkeeping, no outsourcing.
Your statements are reviewed by our own North American team. We never hand them to an outsourced data-entry shop.
What we don't claim
We don't hold SOC 2, ISO 27001 or similar certifications today, and we'll say so here if that changes. No system is 100% hack-proof; we follow well-established security practices and keep improving them. Questions? Ask us.
AI-Powered · optional human review
Questions about your data?
Ask in chat or contact us. A human will answer.
- Per-page price you can check upfront
- Optional human review on every entry
- QuickBooks-ready delivery
- US & Canada only · in-house · no outsourcing