Security & compliance

Your financial data is our responsibility.

Bookkeeping is a position of trust. Here is exactly how we protect the data and money we handle, on platforms audited to enterprise standards.

Microsoft Defender

Antivirus, anti-malware, and real-time threat detection on every team device. Defender for Office 365 catches malicious email before it lands.

Endpoint protection, behavioral analysis, automated response. No exceptions.

Enterprise Google Workspace & Microsoft 365

We run paid, enterprise-tier accounts on both platforms. Never the free consumer version. Both platforms carry SOC 2 and ISO 27001 certifications.

Encrypted email, audit logging, data loss prevention, geographically redundant backups.

Multi-Factor Authentication

Every team member. Every account. Every service. MFA is mandatory and enforced through admin policy.

Authenticator apps or hardware keys. No SMS-only fallback. No password alone gets you in.

VPN for Remote Access

Every team member connects to client systems through a VPN. Data in transit is encrypted end-to-end, including from home networks and travel.

No public wifi exposure. No unencrypted access to client books, ever.

Bank Connections via Plaid

When your bank accounts connect to QuickBooks, the connection runs through Plaid: the same infrastructure used by Venmo, Robinhood, and most major US fintechs.

SOC 2 Type II and ISO 27001 certified. Tokenized, typically read-only access. We never see your banking password.

Payments via Melio

Bill pay is processed through Melio, the payment platform purpose-built for small business AP. Your vendor payments flow through audited fintech infrastructure.

PCI DSS Level 1 and SOC 2 compliant. Bank-level encryption on every transaction.

Role-Based Access

Every team member only sees the client books they are actively working on. Nobody has blanket access to every client. Permissions are reviewed regularly.

Access is provisioned on join, revoked on offboarding, and audited in between.

Built on Audited Platforms

Microsoft, Google, Intuit, Plaid, and Melio all hold independent SOC 2 and ISO 27001 audits. RS inherits that compliance posture and adds operational controls on top.

We don't run our own data centers or invent our own crypto. We use what the largest enterprises use.
Our commitment

Trust is earned, not promised.

No firm and no platform can promise nothing will ever go wrong. What we can promise is the discipline behind how we operate, and the audited infrastructure we operate on.

Transparency in incidents. If something happens, you hear from us promptly with what we know. No cover-ups. We tell you what happened, what we are doing about it, and how we are preventing it next time.

Your data is yours. You own your financial data. We are custodians, not owners. Request an export in any format, any time. No lock-in.

NDA-protected relationships. Every team member signs a non-disclosure agreement before touching a single client file. Your business stays confidential.