Security
Your clients' books stay theirs.
Accounting data is sensitive. These protections are on by default, not extras.
On by default
Two-step sign-in
Accounts set up an authenticator app when they first sign in.
Folder-level access
People see only the client folders they've been invited to.
Encrypted credentials
Connections to accounting software are encrypted at rest.
Audit trail
Uploads, edits, exports and deletions are recorded with who and when.
Recoverable deletes
Deleted documents can be restored for 90 days.
Approved senders only
Email from unknown senders waits for approval instead of being imported.