How we protect your information

Our security practices

1. 1

   Two-step sign-in on every account

   A password plus a second check, such as a code or a security key.

2. 2

   A digital password manager

   Every account has its own strong, unique password in a password manager, never reused or shared by email.

3. 3

   Encrypted email and documents

   Google Workspace encrypts our email and documents while they move and while they're stored, to help keep others from reading them.

4. 4

   Only the access we need

   Only the team members who help you can open your file, and each sees just what the task needs.

5. 5

   Minimal client data

   We keep only the information we need to help you, and we delete what we no longer need. We will never sell your information. We keep waitlist information until you become a client or ask us to remove it, and delete inactive signups after 24 months. Client information is kept while you are a client, plus 12 months, then securely deleted unless the law requires us to keep it longer.

6. 6

   Separate business accounts and devices

   Our work happens only on business accounts and devices used for nothing else, each protected with two-step sign-in and a password manager.

7. 7

   We never hold or move your money

   Only you, your bank or brokerage can move it.