Confidentiality & data security
Your financial data is sensitive. Here is how we protect it in every engagement.
Secure by default
Named-user access
We work inside your cloud systems using individual, named logins that you control and can remove at any time. We never ask for shared passwords.
Confidentiality in writing
Every engagement letter includes confidentiality terms, and team members are bound by confidentiality obligations.
Secure file sharing
Documents are exchanged through secure, access-controlled channels, not email attachments where it can be avoided.
Need-to-know only
Only the people working on your account can see your data. Payroll data is restricted further.
Clean exits
When an engagement ends we return or delete your data as agreed and remove our access from your systems.
Professional standards
As Chartered Accountants we follow professional duties of confidentiality and integrity.
What we ask of clients
- Create individual user accounts for our team in your accounting, ERP and banking-view systems.
- Keep payment authorisation with your own signatories: we prepare, you approve.
- Tell us promptly when staff with access to shared folders leave your business.
Questions
If you have a question about how we handle your information, email contact@clarityfounders.co. Information submitted through this website is covered by our privacy policy.
Speak to a Chartered Accountant today
Tell us where you are: messy books, a growing team, a new ERP or a board that wants better numbers. We reply within one business day with a clear plan and a fixed-fee quote.
