Security & Privacy: How We Protect Your Financial Data

At Giesler-Tran Bookkeeping (GTB), safeguarding your sensitive financial information is our highest priority. Our commitment to security and privacy gives you confidence and peace of mind—so you can focus on your business, not your data.

Robust Digital Security Measures

• Encrypted Data Transmission: All documents and communications are protected with bank-level encryption during transfer and storage.
• Secure Client Portals: Planned client portal will provide password-protected access to your files and resources, available 24/7.
• Read-Only Bank Access: We use read-only permissions when accessing your financial accounts, ensuring no funds can ever be moved or altered.

Strict Privacy Protocols

• Confidentiality Agreements: All staff and partners operate under strict NDAs and confidentiality agreements.
• Limited Data Retention: We only keep your information as long as necessary and securely destroy outdated records.
• Client Consent: No information is ever shared without your explicit permission.

Proactive Risk Management

• Regular process reviews to identify and address potential vulnerabilities.
• Continuous improvement and adoption of new security technologies.
• Education for clients on best practices for digital safety and document sharing.

Trust your books to a partner who puts your privacy first. Book your free consultation with Giesler-Tran Bookkeeping and experience secure, worry-free service!