Data security
Owners send us bank statements, payroll and the numbers behind their business. Here is exactly how we receive them, where they are kept, who else handles them, and when they are deleted.
From the folder you upload to, through our work, to deletion.
You upload records to a private Google Drive folder we set up for your business alone, or give us access through your own accounting system. Please do not email Social Security numbers, full bank or card account numbers or passwords. If something we need requires them, we will give you a secure way to send it.
Our working files are kept in a folder for your business alone, on a firm computer with full-disk encryption. Your records are never mixed with another client’s.
When you give us access to your accounting or payroll system, we ask for read-only access wherever the platform allows it, and we ask you to remove our access when our work ends. We never need your password.
Every firm account that holds or can reach your records is protected by two-step sign-in, so a stolen password alone cannot open it.
Access to your records is limited to the people at Agility who work on your account.
Robert O’Connor is a Maryland CPA. The AICPA Code of Professional Conduct requires us to keep your information confidential, and your engagement letter puts these commitments in writing. We also maintain a written information security program under the FTC Safeguards Rule, reviewed at least once a year.
A small number of service providers, each bound by confidentiality terms, each given only what its part of the work needs.
We never sell your information, publish it, or use it for anything other than the work you engaged us for.
Nothing from your books is shared with AI Workforce Plus unless you ask us to, in writing.
If your information in our care is ever accessed or taken without authorization, we tell you promptly, and no later than 10 days after we discover it.
We work with you on any notices you must give, and we make the notices that Maryland law requires of us.
Yes. AI-assisted tools help us organize, classify and analyze records faster, which keeps our fees down. They work under confidentiality terms, they receive only what the task needs, they are set so your data is not used to train AI models, and a CPA reviews every result before you see it. Your engagement letter says this in writing.
Please don’t. Ordinary email is not encrypted. Use the private folder we set up for you, or give us access through your accounting system.
No. Your accounting and payroll systems let you invite us as a user or accountant with our own sign-in, read-only where the platform allows. Never send us a password.
We remove access to the folder and delete it 90 days after the results meeting. We keep your contact details and a short summary so we can stay in touch, and we stop if you ask.
Email [email protected]. You can ask what we hold, which providers we use, or for your data to be deleted.
If you have a question about how we handle your records, we will answer it on the first call.