Zero Data Breaches Since 2022
Because one breach can end a firm's reputation.
Your clients' most sensitive financial data – protected by enterprise-grade security, independently audited, and monitored around the clock. Trusted by 70+ CPA firms.
Independently audited annually by a licensed CPA firm
The cost of getting security wrong
For CPA firms, a data breach isn't just an IT problem. It's an existential threat to your practice.
$4.7M
Average cost of a data breach in professional services (IBM Cost of a Data Breach Report, 2024)
60%
Of small businesses close within 6 months of a cyberattack (National Cyber Security Alliance)
IRS + State
Regulatory penalties, malpractice exposure, and potential license suspension
This isn't about fear. It's about recognizing that client data protection is the foundation of every CPA firm – and your offshore partner's security posture is an extension of your own.
"Is offshore data handling actually safe?"
Here's what most firms don't want to hear: centralized, monitored security is almost always stronger than what you're running in-house right now.
Typical In-House Reality
- Client data scattered across employee laptops
- USB drives, personal email forwards
- No centralized access logging
- Ad-hoc password practices
- No formal incident response plan
Accountably's Approach
- Zero local storage – data never touches devices
- All transfers encrypted, USB ports disabled
- Every access logged, monitored 24/7
- MFA + SSO + role-based permissions
- Documented incident response, tested quarterly
Three Guarantees We Stand Behind
Not technical jargon. Real commitments to how your data is handled every single day.
Zero Local Storage
Your clients' tax returns, financials, and personal data never sit on anyone's hard drive, USB stick, or personal device. Our teams work through secure virtual environments – nothing is downloadable, printable, or transferable.
Every Access Logged
Every login. Every file opened. Every action taken on your data – recorded and monitored by our security operations center around the clock. If something looks off, our team is alerted before it becomes a problem.
Encrypted Everywhere
Whether your data is sitting in storage or being transferred between systems, it's unreadable to anyone without authorization. The same encryption standards used by banks and government agencies protect your client files.
Detailed Security Controls
The specifics behind our promises. Click to expand.
Access Control
Who can access what, and when
Even if credentials are compromised, layered access controls keep your data protected.
- Multi-factor authentication (MFA) required for all access
- Role-based access control (RBAC) with least privilege
- Single sign-on (SSO) integration available
- Automatic session timeout after inactivity
- Privileged access management (PAM) for admin accounts
- Immediate access revocation on termination
Data Encryption
How we protect data at rest and in transit
Your data is mathematically unreadable without proper authorization – whether stored or moving between systems.
- AES-256 encryption for all data at rest
- TLS 1.3 for all data in transit
- End-to-end encrypted file transfers
- Encrypted backup storage with separate keys
- Hardware security modules (HSM) for key management
- Regular key rotation schedules
Monitoring & Logging
How we detect and respond to threats
Threats are identified and contained in minutes, not days – giving you protection that most in-house teams can't match.
- 24/7 Security Operations Center (SOC)
- Real-time intrusion detection and prevention
- Comprehensive audit logging of all actions
- AI-powered anomaly detection
- 90-day log retention (longer available)
- SIEM integration with automated alerting
Network & Infrastructure
How we protect our systems and facilities
Multiple layers of physical and digital protection ensure no single failure can expose your data.
- Enterprise-grade firewalls with regular updates
- Network segmentation and micro-segmentation
- DDoS protection and mitigation
- Regular vulnerability scanning and pen testing
- Tier III data centers with redundant power
- Biometric access and 24/7 surveillance
Personnel Security
How we vet and train our people
Technology is only as strong as the people using it – so we invest heavily in hiring, vetting, and ongoing training.
- Background checks on all employees
- NDA and confidentiality agreements
- Annual security awareness training
- Monthly phishing simulation tests
- Clean desk policy enforcement
- Segregation of duties for critical functions
Security was their #1 concern too
Here's what they found after reviewing our controls.
"We manage portfolios for high-net-worth families. Security was my #1 concern with offshore. After reviewing Accountably's SOC 2 report and talking with their security team, I'm more confident in their controls than our previous in-house setup."
Michael Kessler
Managing Partner, Kessler & Associates CPA
"Our compliance officer spent two weeks reviewing their security documentation. Her conclusion: they're more buttoned up than most U.S. firms she's audited. That sold us."
David Lin
Partner, Lin & Associates CPA
"A client asked how we protect their data with an offshore team. Accountably provided client-facing security docs we could share directly. That level of preparation impressed everyone."
Sarah Chen
Partner, Westfield CPA Group
What Firms Ask Before Signing
Direct answers to the security concerns we hear most often.
Can I see your SOC 2 report before we start?
Absolutely. We share our complete SOC 2 Type II report with any firm considering our services – just sign a simple NDA. Our security team will walk you through it and answer any questions.
What happens if there's a security incident?
Our incident response team contains threats within 15 minutes, and you're notified within 24 hours with full transparency on what happened and what we're doing about it. We've never had to use this protocol for an actual breach.
Do your employees have access to my client data?
Only the specific team members assigned to your account can access your data, and only during working hours, and only the data needed for their tasks. Access is role-based and follows the principle of least privilege.
How do you handle sensitive documents like tax returns?
Tax returns and other sensitive documents are accessed only through our secure virtual environment. No downloads, no local copies, no printouts. We comply fully with IRS Publication 4557 guidelines.
What if my client asks about offshore data handling?
We provide client-facing security documentation you can share – a summary of our controls, certifications, and data protection measures. We're also happy to join a call with any client who has specific concerns.
Can we audit your security ourselves?
Yes. We welcome security questionnaires, policy reviews, and even virtual facility tours for enterprise clients. We've completed due diligence processes for Top 100 firms and are comfortable with rigorous evaluations.
See Our Security For Yourself
Download our security overview, review our most recent SOC 2 Type II report, or schedule a call with our CISO this week.