Advanced Data Security for Accounting Practices

Your small business bookkeeping and accounting clients trust you with their sensitive information. Nothing matters more to us than keeping it safe.

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Compliance & Third‑Party VettingInfrastructure & EncryptionInternal Security & Access ControlUser‑Facing Security FeaturesData Privacy & OwnershipReliability & Incident Response

State-of-the-Art Information Security You Can Trust

We stay up to date on the latest data security for accounting practices, incorporating world-class advancements into our platform infrastructure to keep your firm and client data safe, secure, and private.

  • Cloud hosting on Google Cloud Platform, Amazon Web Services (AWS), and other reputable platforms keeps all communications, file transfers, and stored data encrypted and defended against unauthorized access.
  • Strict internal controls limit data access to essential personnel only, keeping privacy visible, monitored and uncompromised.
  • Automated daily backups ensure information remains safe, resilient, and easily recoverable.

Who We Serve

Client Hub's workflow, practice management, and client communication tools are the right choice for many different kinds of firms.

Independently Verified Compliance and Protection

Our data security for accounting practices is regularly validated through rigorous third-party audits and comprehensive insurance coverage.

  • Client Hub is regularly vetted by an Intuit-selected security partner to pass the strict security assessment required for listing on the Intuit App Store.
  • Vulnerability is continuously and proactively assessed by scanning with both source code and live application testing to identify and remediate risks.
  • Professional Liability insurance that specifically includes coverage for cybersecurity and errors and omissions provides an extra layer of confidence.

Unbeatable Infrastructure and Encryption

The same enterprise-grade foundations used by the world's largest tech companies keep Client Hub stable, reliable, and secure for our users.

  • Google Cloud Platform supplies application logic while Amazon Web Services provides secure file storage.
  • Data is protected by SSL over TLS 1.2+ during transit and fully encrypted while at rest.
  • Strict firewalls and VPC rules are in place to defend databases from any unauthorized external access.

Rigorous Internal Controls and Personnel Vetting

Strict least privilege access policies, vetting protocols, and mandatory security trainings protect your data from insider threats.

  • Just a select few full-time Client Hub employees can access production data, and only when absolutely necessary for support or development. Multi-factor authentication is always required.
  • All employees undergo mandatory background checks, sign confidentiality agreements, and receive cybersecurity training immediately upon onboarding.
  • Our engineering team trains on and fellows secure coding best practices.

Active Data Security for Accounting Practices is Built In

Embedded tools empower your team to monitor activity, prevent unauthorized access, and manage data governance effortlessly.

  • SMS-based two-factor authentication (2FA) adds a critical layer of protection, protecting your account if a password is compromised.
  • Real-time session monitoring gives you full visibility into every IP address and device accessing your account and enables you to revoke any suspicious session instantly and remotely.
  • Because file storage is integrated directly into the platform, removing a user immediately revokes their access to all client files and eliminates the risk of dangling links.

Transparent Ownership and Privacy Rights

When you partner with Client Hub, you retain full authority over your client information at all times. We operate with a clear legal distinction between your data and our platform.

  • Client Hub acts strictly as a data processor and handles information based exclusively on your instructions.
  • We do not sell personal information. Data is shared only with essential service providers required to operate or improve the platform and with strict privacy controls.
  • We respect your right to stay in control by accessing, correcting, or requesting to delete your personal information at any time.

Resilient Operations and Incident Response

Automated safeguards and a rigorous, transparent protocol help us quickly detect, resolve, and learn from any service disruption.

  • Our engineering team follows a strict 4-step Detection, Triage, Communication, and Remediation protocol that isolates issues immediately and resolves them promptly.
  • In the rare event of a service disruption, Client Hub communicates transparently via a status page or direct alerts.
  • We analyze all incidents to understand root causes and prevent recurrence.

Why Do Users Love Client Hub?

Hear from some of the firms saving time, reducing effort, and driving growth with our solution.
"...as I said it's a game changer... It's awesome. All with bank level security."
Gayle G.
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"It has made secure communications with my clients much easier..."
Heather H.
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“What I like most is the ability to take client communication out of my email and into one place so client requests and questions don’t slip through the cracks. Amazing customer service and folks that actually listen to suggestions and implement upgrades and features constantly.”
Kari Beebe
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Frequently Asked Questions

How do I know my data is safe with Client Hub?

Client Hub prioritizes data security for accounting practices at every step. All information is encrypted in transit and at rest, stored on Google Cloud and Amazon Web Services, and monitored constantly. You can also enable MFA and keep data segmented by role-based permissions.

Where is my data hosted?

Our application is hosted and served through Google Cloud Platform and Amazon Web Services. These platforms are certified under various ISO and SOC compliance standards as detailed here https://cloud.google.com/security/ and https://aws.amazon.com/security/ and host all data in US and Canada-based data centers.

Do you back up my data?

User data is backed up daily to keep your information secure and accessible.

Can Client Hub employees see my clients' financial data?

Team access to production data is strictly limited to only a handful of full-time Client Hub employees under a least privilege model. These individuals are only permitted to view data in specific, necessary situations related to development or customer support. Their access is always monitored.

How do you handle file storage security? Isn't Google Drive or Dropbox enough?

Data security for accounting practices requires a multi-layered approach centered around identity, protection, and monitoring. File storage security protocols at Google Drive and Dropbox are adequate for many purposes, but not for bookkeeping and accounting firms. Instead, we partner with Google Cloud and AWS. These internationally trusted cloud hosts offer better protection of sensitive client data.

  • Google Cloud offers a secure by design platform with built in controls, AI-driven threat intelligence and centralized visibility that protect data across its entire lifecycle while maintaining strong data sovereignty through policy driven governance.
  • AWS provides a lifecycle-based security framework that combines granular identity and access controls, encryption for data at rest and in transit, continuous monitoring, and automated remediation to detect, prevent, and quickly respond to security risks across file storage and workloads.
Is my data encrypted?

Client Hub safeguards your data and files in transit with industry standard encryption which can be verified with the lock icon in the browser bar. Files shared by users in Client Hub are also secured at rest with 256-bit encryption.

Who owns the data I put into Client Hub?

With Client Hub, you always retain ownership of your data.

Does Client Hub sell my data?

Your data isn’t ours to sell, so we never do.

Ready to Build a Calm, Profitable Firm with Smarter Accounting Practice Management?