How we protect your financial information
Your financial information is personal, and we treat it that way. Here's exactly how we handle it.
No email attachments, ever.
We never send financial reports or sensitive documents by email. Attachments can be forwarded, sit in inboxes indefinitely, or end up with the wrong person.
One secure client portal.
When you start working with us, you'll receive a personal invitation to our secure client portal and mobile app. Your monthly reports, documents, and any questions about specific transactions all live there.
Our own login, never yours.
When we connect to your bank and credit card accounts, we use our own login, which is considered best practice for protecting your accounts.
Confidentiality, in writing.
Everyone on our team signs a confidentiality agreement, and your information stays within our team.
Careful, intentional AI use.
We only use secure tools, and we use AI to support our team, never to replace the people you work with.
Read more in our FAQ →How to share documents with us
- Accept your portal invitation, sent when you start working with us.
- Upload documents and answer questions in the portal or the mobile app.
- Questions? Current clients can reach our whole team through our shared team inbox. Not a client yet? Email hello@bakerbookkeeps.com or book a call.