Schedule a fit callNo system is risk-free. Our goal is to use established platforms, limit unnecessary access, and define how client information moves through the engagement.
Contact us to confirm the approved document-transfer method for your engagement before sharing tax returns, financial statements, or other sensitive records. See our privacy policy for information about this website and linked services.
Access needs vary by engagement and are confirmed during onboarding. Clients should promptly report staff changes and remove access that is no longer required.
Use strong, unique passwords and enable multifactor authentication wherever the selected platform supports it. Do not send sensitive financial data through ordinary email when a portal workflow is available.
QuickBooks, payroll, banking, practice-management, and other providers maintain their own controls and terms. An integration does not eliminate the need for reconciliation and exception review.
If an email requests an unusual document transfer, payment change, or account login, call us at 916-500-0508 before acting. Confirm document-transfer instructions with us rather than following an unexpected email link.
Use individual user invitations and the access level needed for the engagement when your accounting platform supports them. Do not share passwords or one-time verification codes. Contact us if you are unsure how to grant or remove access.
Contact Fogler CPA promptly at 916-500-0508 or matt@fogler.pro. Do not include passwords, bank credentials, or sensitive attachments in the initial email.
In a 30-minute fit call, we will learn how your accounting works today, where it is getting stuck, and what a sensible next step could look like.