Effective Date: July 30, 2026. How we manage, secure, and monitor client financial datasets.
We collect corporate financial transaction data, tax identification numbers, payroll records, and employee structures solely to execute general ledger accounting, tax filings, and business advisory.
All client ledgers and payroll systems are hosted on verified secure platforms utilizing 256-bit encryption. We maintain strict internal reviews and multi-factor validation on all partner connection accounts.
We do not sell client contact databases or transaction registries to third parties. Data is only shared with government taxing authorities to process authorized tax preparation filings.
Clients maintain complete ownership of their accounting ledgers. You can request direct copies of historic general ledger sheets, past returns, and billing records at any time through your designated partner contact.
