How do I know my information and my client’s data are secure?

     At RISR, we are committed to the highest standards of data governance. All client information is treated with confidentiality. Our privacy policy and data security policies are available upon request.

     We recognize the critical importance of ensuring client information remains secure and private. Here’s an overview of our distinctive approach to data security:

     QuickBooks: We are directly integrated with QuickBooks Online for seamless data entry simply with your username and password. All data is always encrypted and secure in-flight and at rest. We do not store any of this information, and you can revoke RISR’s access to your account at any time.

     Document uploader: We do not store or read sensitive information. We adhere to a stringent zero-day retention policy for all documents, ensuring that we do not retain tax returns and PDFs. Immediately after processing, these documents are permanently removed from our system, ensuring no long-term storage.

     Our process includes the encryption of data upon receipt. Our system extracts necessary data for processing from PDFs and QuickBooks, storing it in a securely encrypted database. It is important to note that social security numbers are excluded from this database, with such sensitive information remaining solely within the PDFs.