Your numbers stay yours.
Handing your books to a team on another continent is a question of trust. Here is how we protect your financial data, and what you can verify for yourself.
How we handle your data.
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Encrypted in transit
Files and data move between us over SSL/TLS-encrypted channels, and we agree a secure way to exchange documents when you start.
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We work in your systems
Wherever possible we work inside your own QuickBooks Online, Xero or Zoho Books file and your document storage, so data stays where it already lives.
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Access you control
You grant us user access in your software instead of sharing passwords, and you can change or remove it at any time.
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Need-to-know only
Only the team assigned to your account can see your information.
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Professional confidentiality
Our partners are Chartered Accountants bound by the Institute of Chartered Accountants of India’s code of ethics, which treats client confidentiality as a core duty.
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Multi-level review
A second accountant checks every deliverable, which catches errors before they become your problem.
Ask us anything, in writing.
Any offshore provider should be able to answer these questions clearly. In your consultation we’ll walk you through our answers and put the commitments in your engagement letter.
- Who exactly will have access to our data, and how is that access granted and removed?
- How do files move between us, and are they encrypted?
- Where will our data be stored, and for how long after we stop working together?
- What happens if a device is lost or an account is compromised?
- Will you sign a confidentiality agreement that meets our professional obligations?
- How do you review work before it reaches us?
For US CPA firms
If you share client information with us, your firm has its own obligations: the AICPA Code of Professional Conduct’s guidance on third-party service providers, the FTC Safeguards Rule’s requirements for overseeing service providers, and, for tax return information, client consent under Internal Revenue Code section 7216.
We’ll support your due diligence with the information and contract terms you need. More on how we work with firms.
Let’s meet each other.
Tell us how your books are kept today and where the work piles up. In a free consultation we’ll walk through what we’d take off your desk, how the handoff would work and what it would cost.
+91 99036 74496