Data Security & Confidentiality
At FintraSure Global Nexus LLP, data security and client confidentiality are foundational to how we operate. As a trusted global support partner to CPA and accounting firms, we recognize that we handle sensitive financial, tax, and audit information that demands the highest standards of protection, control, and accountability.
Our security framework is designed to align with the expectations of professional services firms and to ensure that all client data remains secure, confidential, and accessible only to authorized personnel.
Our Commitment to Confidentiality
We operate under a strict confidentiality-first approach. Every engagement is governed by legally binding non-disclosure agreements, internal access controls, and clearly defined data-handling protocols.
We work exclusively with CPA firms and do not interact with end clients directly. All data, workpapers, and deliverables remain the sole property of the client firm at all times.
Information Security Framework
FintraSure follows a layered security model that combines technical safeguards, physical controls, and procedural discipline to minimize risk and ensure compliance.
Access Control and Authorization
Role-based access granted strictly on a need-to-know basis
Unique user credentials for all team members
Multi-level approval and access authorization processes
Immediate revocation of access upon role change or exit
No shared logins or generic user accounts
Network and System Security
Encrypted data transmission using secure VPN connections
Firewall-protected networks with continuous monitoring
Secure cloud-based infrastructure where applicable
Regular system updates and patch management
Antivirus, anti-malware, and intrusion prevention mechanisms
Device and Endpoint Security
Work performed only on company-issued, controlled devices
No use of personal laptops, desktops, or storage devices
USB ports and external storage restricted or disabled
Screen lock and inactivity timeout enforcement
Regular device audits and compliance checks
Physical Security Controls
Restricted office access with controlled entry points
Monitored premises with access logs
Secure workstations designed for confidential data handling
No unauthorized visitors in production areas
Clear desk and clear screen policies enforced
Data Handling and Storage Practices
Client data stored only in approved systems and environments
No local downloads or unauthorized data replication
Secure file transfer protocols used at all times
Regular backups with controlled access
Defined data retention and disposal policies aligned with client instructions
Confidentiality Agreements and Training
Mandatory NDAs signed by all employees and contractors
Confidentiality obligations embedded into employment contracts
Regular training on data protection, privacy, and information security
Ongoing awareness programs to reinforce security best practices
Audit Trails and Monitoring
Activity logging and audit trails maintained across systems
Periodic internal reviews and compliance checks
Immediate investigation of any anomalies or access violations
Transparent reporting and escalation protocols where required
Client Oversight and Control
Activity logging and audit trails maintained across systems
Periodic internal reviews and compliance checks
Immediate investigation of any anomalies or access violations
Transparent reporting and escalation protocols where required
Continuous Improvement
Security is not static. We regularly review and strengthen our policies, infrastructure, and training programs to address evolving regulatory expectations and emerging risks.
Your Data, Fully Protected
When you partner with FintraSure, you gain not only skilled accounting professionals but also a delivery environment built to protect your firm’s reputation, client trust, and regulatory standing.
For more details on our security practices or to discuss firm-specific requirements, please contact us.