Security & Confidentiality

Your Information Is Always Protected

At Professional Balance Bookkeeping, trust is the foundation of every client relationship. We take the privacy and security of your financial data seriously — not just because compliance requires it, but because integrity is at the heart of how we do business.

Secure Systems

Your data is managed only through trusted, industry-standard platforms that meet or exceed security and privacy requirements.

All systems we use for bookkeeping, communication, and document storage are encrypted, password-protected, and accessed only by authorized users. We also use multi-factor authentication and secure file-sharing practices to further safeguard your information.

Confidentiality Commitment

We treat all client information as strictly confidential. That includes financial data, contact information, and any proprietary business details you share.

We will never disclose your information to any third party without your written permission — not to vendors, accountants, or tax professionals — unless legally required.

All records, communications, and files are stored securely, shared only through encrypted methods, and handled with care from onboarding through engagement close.

Controlled Access & Record Retention

We follow a “least access” principle, meaning only essential users have visibility into your data, and only for as long as needed. When an engagement ends, client records are securely archived or deleted in accordance with retention best practices and applicable legal guidelines.

Sensitive records are never stored on personal devices, and all file sharing and access are reviewed periodically to ensure continued protection.

Client Transparency

We believe our clients have a right to know exactly how their data is handled.

If you’d like more information about how your data is protected or need specific documentation for your organization’s compliance files, just ask — we’ll be glad to provide it.