Compliance & Security Statement

Your Books Keeper LLC is committed to maintaining the confidentiality, integrity, and availability of client financial information. To that end, the following safeguards and standards are observed:

Data Handling & Confidentiality

All client records and financial information are treated as strictly confidential and are accessible only to authorized personnel with a legitimate business purpose.

Information is retained and disposed of in accordance with applicable IRS regulations, federal and state record-keeping requirements, and professional accounting standards.

Bank Feed & Financial Data Security

Client bank and credit card feeds are connected exclusively through QuickBooks Online’s secure, encrypted API in compliance with bank-level security standards (TLS 1.2+).

No client banking credentials are stored directly by Your Books Keeper LLC.

Document Management & Cloud Storage

Client documents are maintained in Google Drive (Google Workspace), which employs end-to-end encryption (AES-256) for both data in transit and at rest.

Access permissions are limited to specific authorized team members, and all access is logged and monitored.

Regular reviews of systems, processes, and vendor compliance certifications (e.g., Intuit/Google SOC 2, ISO/IEC 27001) are performed.