Marcus Pro Bookkeeping LLC

Client Data Security Protocol

Marcus Pro Bookkeeping LLC: Client Data Security Protocol

Maintaining the “Strategic Trust” of your clients is paramount, especially when handling sensitive credentials and financial data. This protocol outlines the specific technical and procedural safeguards Marcus Pro Bookkeeping LLC employs to ensure every client’s financial narrative remains secure.

1. The “View-Only” Standard

To protect your internal controls, Marcus Pro Bookkeeping LLC utilizes a “View-Only” access model for all banking and financial institutions.

  • No Movement of Funds: Our access is restricted to viewing transactions and downloading statements. We do not have the authority to initiate transfers, sign checks, or modify your banking permissions.
  • Direct Bank Feeds: We leverage secure, encrypted connections to bring your data directly into QuickBooks Online daily.

2. Document & Receipt Management

We move your “back-office” into a secure, digital environment to eliminate the risks of lost or mishandled paperwork.

  • Dedicated Google Drive: All client receipts, W-9s, and I-9s are stored in a dedicated, encrypted Google Drive folder managed by Marcus Pro Bookkeeping LLC.
  • Intuit Assist & Mobile Capture: We utilize Intuit’s secure mobile technology for receipt capture, ensuring that data is extracted and categorized without human error while maintaining high-level encryption.

3. Professional Oversight & Audit Trails

Our 17 years of financial experience are paired with modern software tools to monitor for anomalies.

  • QuickBooks Audit Log: Every action taken within your books is tracked via the Audit Log. This provides a permanent record of who changed what and when, ensuring total accountability.
  • Anomoly Detection: Our “Analytical Oversight Process” includes a review for “Hidden Profit Leaks” and potential fraudulent activities within your bank-to-book reconciliations.

4. Collaborative Security

  • CPA Integration: We provide your CPA with their own “View-Only” or “Accountant” access. This allows them to pull necessary schedules for tax readiness without the need for insecure file transfers like email attachments.
  • Independent Consultant Status: As an Independent Intuit Consulting Professional, Marcus Pro Bookkeeping LLC adheres to the rigorous security standards established by Intuit’s global platform.

5. The “Six Pillars” Compliance Shield

Our approach to payroll and sensitive employee data (SSNs, W-4s, I-9s) is built on meticulous record-keeping to prevent exposure and ensure legal compliance.