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How we keep your data safe

The security of your information is of the utmost importance to us.

  • Your data is not shared with third-parties without your authorization.  Please refer to your service agreement for additional details.
  • We do not share social security number, credit card numbers and other sensitive data via email.
  • We offer a secure document portal for sharing documents and financial data.
  • We use firewalls and up to date virus and malware detection to prevent malicious attacks.
  • We use encryption on all internet connections.
  • All data is stored in secure and encrypted servers.  Sensitive files are individually encrypted for an extra layer of security.
  • We use unique and complex passwords and 2 factor authentication.
  • We only work with cloud software and services that use bank-level security.
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