How I Protect Your Financial Data

I treat your information with the same care I expect for my own.

Your financial documents, credentials, and business details are handled securely and professionally at every step.

How your information is stored

• Your files are stored in a secure, encrypted Google Workspace Drive
• Access is limited to me only — no assistants or subcontractors unless you approve them
• Everything is protected with strong passwords and multi-factor authentication

How information is shared

• I share and receive files through secure, encrypted channels — primarily Intuit Link and Google Drive
• Agreements and documents requiring your signature are sent through Adobe Acrobat Sign
• No texting financial documents, no unprotected email shortcuts, no unsecured file drops
• If a password or login is ever needed, it is stored in an encrypted password manager and never written down or emailed
• If you send documents through an unsecured channel, I will move them to secure storage immediately and let you know. I will always redirect us back to secure methods — not to be difficult, but because your information deserves that protection

Access to your systems

• Whenever possible, I use a separate login that you control
• I use minimum access required for the work — nothing more
• I never keep access after our work ends
• If a system requires a shared login, you change the password afterward — simple, clean, secure

Your records always remain yours

You always retain access to your original financial records. I keep copies only as required by accounting standards, and I destroy them securely once the retention period expires.

Data security mindset

I work securely whether I am in my office or on the road.

• Secure Wi-Fi or VPN only
• Encrypted laptop and phone
• No files saved outside secure systems