Bank Account Privacy
Clients do not need to provide bank account or credit card
numbers to Zephyr Bookkeeping if they would prefer to keep
them private. Bank accounts can be synced with accounting
software by the client and account numbers will not be
displayed to Zephyr Bookkeeping when working with the
client's account. Clients can black out account numbers on
statements before scanning and sending to Zephyr Bookkeeping
for reconciliation. Zephyr Bookkeeping will never request
signature authority on a client's accounts.
Logins and Passwords
In the accounting software, all users have unique logins and
passwords. Passwords are not displayed inside the system.
Accountant users are invited in by the client and clients
can terminate their accountant's access at any time.
Responsibilities can be delegated and access limited.
Passwords should be unique, complex and never be shared.
The Audit Log
Online platforms provide a detailed audit log of every
transaction and change made to your books, who made it, and
when. This provides a trail that you can check to make sure
that no suspicious or erroneous activity has occurred and
the log can be viewed by you at anytime.
Cloud Security and Back-Ups
Whichever accounting software we are working with, they
host all the data for your company's accounting records and
attachments. Cloud services are responsible for the
security of their systems and provide a file back-up.
However, it is highly recommended that clients keep
electronic files themselves on their computer and an
external hard drive. Zephyr Bookkeeping does not store
client documents electronically after they have been
uploaded to the cloud.
You're the Decision Maker
With us, you are in control. Some online bookkeeping
companies will only work with their proprietary software
that you have to buy in a service bundle. Some companies
require that you keep the QuickBooks file they work with and
the one you use every day to do business separate. Not with
us! Zephyr Bookkeeping will provide the level of accounting
services requested by the client and on the software
platform that they prefer.