Virtual CFO Support for CPA Firms

1. Upfront Legal Protection & NDAs

Before a single login credential or file is shared, a mutual Non-Disclosure Agreement (NDA) is executed. All our accountants and staff sign individual binding confidentiality covenants under Indian and international jurisdictional laws.

2. Secure Access & Isolated Workstations

We work directly inside your existing cloud accounting software (QuickBooks, Xero, MYOB, etc.) through dedicated company-managed VPNs and multi-factor authentication (MFA). Workstations are locked down with disabled USB ports, blocked personal email/cloud storage, and zero external drive capability.

3. Physical Facility Security

Our delivery center in Ahmedabad operates under 24/7 CCTV surveillance, biometric badge entry, and strict zero-device clean-desk policies. Personal mobile phones and laptops are strictly restricted from the production bay.

4. Retention & Secure Disposal

We do not store client files locally on unencrypted drives. Once monthly tasks or tax filings are finalized, all working session files are sanitized in full compliance with your firm's document retention schedules.

1. Information We Collect

Information you provide directly: When you contact us, submit an inquiry, or fill out a form on our website, we may collect:

• Your name, job title, and company/firm name
• Your work email address and phone number
• Details about your firm's staffing and accounting needs
• Any additional information you include in messages or consultation notes

Information collected automatically: When you visit our website, we and our service providers collect certain technical information, including IP address, approximate country/region, browser type, device type, operating system, pages visited, and visit timestamps through standard cookies.

2. How We Use Your Information

• To provide, manage, and scale the outsourcing services you request
• To respond to your discovery inquiries and provide dedicated client support
• To evaluate firm compatibility and onboarding requirements
• To ensure enterprise-grade data security and regulatory compliance

3. Cookies and Tracking Technologies

We use essential cookies required for website function and performance analytics cookies (such as Google Analytics) with aggregated, anonymized data to understand user experience. You can choose to accept or decline analytics cookies via our consent banner at any time.

4. Information Sharing & Disclosure

We do not sell, rent, or trade your personal information. Client financial data and communications are strictly restricted to authorized, vetted employees under binding non-disclosure agreements, or disclosed to legal authorities only when required by law.

5. Data Security & Rigorous Controls

We implement industry-standard security safeguards across all operations:

• End-to-end encryption for all data in transit and at rest
• Access controls governed by strict least-privilege principles
• Biometric facility access and 24/7 CCTV surveillance in production facilities
• Disabled USB storage and external drives on all client workstations
• Continuous network monitoring, encrypted corporate VPNs, and firewall protection
• Regular security audits and verified backup recovery procedures

6. ISO 27001:2022, WISP, IRS 7216 & FTC Safeguards Alignment

We are ISO 27001:2022 certified, maintain Written Information Security Plan (WISP) compliance, and adhere to IRS Section 7216 guidelines and FTC Safeguards Rule requirements for protecting taxpayer and confidential client records.

7. International Data Transfers & NDAs

As a global outsourcing company operating in India and the United States, all cross-border workflows comply with ISO 27001:2022 standards. Comprehensive NDAs are signed before any system credentials or client workpapers are shared.

8. Your Rights & Contact

Depending on your jurisdiction (US, Australia, or International), you may request access to, correction of, or deletion of your contact data. For any inquiries, reach out directly to:

Email: info@quantbooksglobal.com
Headquarters: 4th Floor, D Block, Vardaan Complex, Near Sardar Patel Stadium, Navrangpura, Ahmedabad, 380009, India
USA Office: 10685 Hazelhurst Dr B, Houston, TX 77043, USA