Virtual Bookkeeping Services

Keeping client’s personal and financial data is secure while also ensuring that it will be there when needed, are paramount to our core mission of providing reliable, timely and relevant books. Our security commitment to clients is as follows:

  • We do not share personal or financial information with outside third parties without consent.
  • We adhere to our stated security policy
  • We will enter into non-Disclosure Agreements clients agreeing not to disclose private, propriety information on the work, process, or financial information of our clients.

In order to provide some of our Virtual Bookkeeping services, we contract with various technology partners. Our partners are industry leaders that have been carefully select based on their technology and commitment to security. These partners meet the following standards.

  • US Based Companies with stated security policies that ensure the security and confidentiality client information.
  • Meet or exceed Sarbanes-Oxley and The Gramm-Leach-Bliley Act requirements
  • Use SAS 70 Type II Certified data centers
  • Employ various degrees encryption for file storage and transfers using at least 128-Secure Socket Layer (SSL)
  • Use secure firewalls and gateways to protect data
  • Maintain a regular data backup and server mirroring
Client Portal Security

File storage, backup and other services associated with our Client Portal are provided by CPA Site Solutions located in ___, Vermont. CPA Site Solutions uses 14 layers for security and are fully compliant with Sarbanes-Oxley and Gramm-Leach-Bliley.

  1. SAS 70 Certified Datacenter
  2. Encrypted File Storage
  3. High Level Filename Obfuscation
  4. Forced SSL Transfer
  5. SQL Injection Protection
  6. Brute Force Login Protection
  7. Strong Password Policies
  8. State-of-the-Art Firewall
  9. Real Time Virus Scanner
  10. Encrypted "Cross Server" Backups
  11. FireSlayer - Denial of Service Attack Protection
  12. TippingPoint - Intrusion Prevention System
  13. Detailed Audit Trails and Reporting
  14. Operating System Hardening and Patch Management
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QuickBooks Hosting

Our QuickBooks hosting and file storage services are provided by Swizznet of Seattle Washington. Swizznet offers the best security and technology to protect your sensitive financial information and keep you connected to your accountant, including:

  • Off-site Backup Every 15 Minutes: To ensure your data is always protected, we backup your data every 15 minutes to an off-site location
  • Highest Level of Encryption: Our SSL gateway and technology uses the highest level of encryption available to safeguard your data - Citrix technology with 256-bit encryption
  • Redundant Firewalls: We use redundant firewalls so if something were to happen to one, another would seamlessly take its place
  • Secure Data Center: All of our servers are located in a secure, SAS 70 Type II data center with biometric controls and catastrophe backup
  • PCI Compliance: We do quarterly, externally-verified port scanning as required for PCI DSS standard compliance.
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Online Bill Pay

We use Bill.Com to provide our bill pay services. uses the industry's most advanced security and process controls to ensure that your data is safe.

  • Completed a SAS70 Type II Audit by a leading national CPA Firm
  • Verisign Secured
  • 256-bit Encryption technology mirroring that of the banks
  • Funds FDIC insured
  • Firewalls and intrusion-detection devices prevent unauthorized electronic access to servers
  • Production servers are in high-security locked facility with biometric access controls
  • Offsite continuous warm backup enables to recover from a potential disaster quickly
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