Security
Your clients' data is your reputation. I treat it that way.
Before you hand over access, you should know exactly how client information is handled. Here is what I do on every engagement.
Two-factor authentication on every system
Every account I use for client work requires a second factor to sign in, including QuickBooks Online and email. A stolen password alone doesn't get anyone in.
Encrypted devices
The devices I work on are encrypted. If one is lost or stolen, the data on it can't be read.
Encrypted file sharing
Statements, reports, and close packages move through encrypted file sharing. Never as regular email attachments.
A written information security plan
My security practices are documented in a written information security plan. You can request a copy before we start.
Signed confidentiality and non-solicitation agreement
I sign a confidentiality and non-solicitation agreement before I get access to any client. Your clients' information stays private, and your clients stay yours.
Access you control
I'm added as a team member in your QuickBooks Online Accountant account, with access only to the clients you assign. No shared logins, and you can remove access anytime.
Want to see the security plan?
Email me and I'll send the written information security plan for your review.
Or email dymitrius@moralesbooks.com directly.