11. Technology Security Policies

  • CV Bookkeeping does not conduct client work from public places such as coffee shops or libraries.

  • We do not email documents, instead, we will make them easily, but securely, accessible and notify you when your books are ready for review.
    • Sensitive documents such as tax returns and Articles of Incorporation are stored in Karbon. 
    • All other non-sensitive documents & reports are accessible through Karbon, HubDoc, and QBO custom reports. 
    • Receipts, bills and invoices are all shared through Hubdoc.

  • CV Bookkeeping does not know or store your banking access details. 

  • When onboarding you virtually to cloud financial technology that requires bank connections, we’ll screen share for you to input details.  You are then educated on how to maintain the connections.

  • We use 2-factor authorization for all accounting applications where it is an option.
  • We use 2-factor authorization for CV Bookkeeping’ Microsoft, website, domain host company, any internal cloud tech that has it available (and on the notification list for when it can be implemented) as well as financial technology applications. 
    • We strongly suggest you do, as well.

  • We use LastPass to store, secure and manage our passwords.

  • CV Bookkeeping has Industry E&O insurance as well as cybersecurity coverage.