For Clients / Security Measures
Your financial information is some of the most sensitive data you have. Here’s how we keep it safe, and how you can help.
Our safeguards
As a CPA firm, we are required to protect client information under the Gramm-Leach-Bliley Act and the FTC Safeguards Rule, and we hold ourselves to the confidentiality standards of our profession.
Documents are exchanged through our secure client portal, encrypted in transit and at rest. Nothing you send us is uploaded to this website.
Online invoice payments are handled by a PCI-compliant payment processor. We never see or store your full card or bank account numbers.
Only the team members working on your engagement can access your information, and every team member is bound by professional confidentiality obligations.
We maintain a written information security program covering how client data is handled, stored, retained, and securely disposed of.
Our systems are protected with secure sign-in, managed devices, and ongoing monitoring, and are updated regularly against new threats.
Our people are trained to recognize phishing and social engineering and to verify requests before sharing any information.
How you can help
A few simple habits go a long way toward keeping your information safe.
If something looks suspicious, or you just want to know more about how we protect your data, give us a call.