Your Financial Data Deserves
Serious Protection
Bookkeeping and accounting require us to handle sensitive financial and business information. AddLedger follows controlled processes for access, data handling, confidentiality, and accountability throughout the client engagement.
Our Approach to Data Security
Controlled Accountant Access
Where supported by the accounting platform, clients can provide authorized accountant access rather than sharing internal login credentials.
No Password Sharing
Client credentials remain under the client's control. Our team does not require clients to share internal accounting platform passwords.
Role-Based Access
Access to client information is limited according to the responsibilities assigned and requirements of the team member handling the engagement.
Secure Document Exchange
Financial statements, supporting documents, reports, and other client information are exchanged through approved cloud based document sharing channels.
Activity & Accountability
Appropriate system records, internal controls, and internal audit trails help maintain accountability for work performed during each client engagement.
Data Retention & Secure Disposal
Client information is retained only for as long as required for service delivery, contractual obligations, legal or regulatory requirements, or legitimate business purposes. Information that is no longer required is securely disposed of according to applicable retention procedures.
Ready to Work With a Team You Can Trust?
Let's talk about how AddLedger handles your financial information with controlled access, confidentiality, and accountability.