How We Handle Your Data
You’re trusting us with your financial records, so here is exactly how we treat them. We work from a backup or read-only access, we never touch your live banking, and we delete project files once the work is done.
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Our commitments
What you can count on
Straightforward practices, not legal boilerplate.
Read-only by default
We request a backup or read-only access. We never need — or ask for — your online-banking credentials.
NDA on request
Happy to sign your NDA, or provide ours, before you send a single file.
Confidential, single-purpose
Your data is used only to scope and complete your conversion. We never sell it or use it for anything else.
Deleted after the engagement
On request we delete your project files once the conversion and the support window close.
Reconciled, with proof
Every file is reconciled to your source system and handed over with a side-by-side trial-balance proof.
We never move money
We don’t initiate payments, transfers or trades. Conversion is a data job, full stop.
In practice
How a secure handover works
The same careful path on every engagement.
- You send a backup or set up read-only access — no banking logins
- We scope, quote and convert in the destination software
- We reconcile the result to your source file to the cent
- You review during the support window
- On request, project files are deleted once support ends
Your data, protected
Security & data-handling FAQs
Do you need my bank login?
No. We work from a backup or read-only access and never need your online-banking credentials. We don't connect to or change your live banking.
Will you sign an NDA?
Yes. We're glad to sign your NDA or provide ours before you share any files.
What happens to my data after the job?
Your data is used only to complete your conversion. On request we delete project files once the conversion and the 30-day support window close.
How do I send files securely?
We'll share a secure upload link or accept read-only access. Please don't email full backups as plain attachments.
Questions before you send anything?
Email us your security or data-handling questions first — we’re happy to answer before you share a single file.