Security & Compliance FAQs
Data security is our top priority at Countsure. We implement multiple layers of protection including encrypted servers, VPN access, two-factor authentication (2FA), and advanced firewalls to safeguard your sensitive financial information. Our infrastructure is designed to ensure that your firm’s data remains confidential and protected throughout our engagement. Additionally, we maintain strict access controls with employee-specific credentials and comprehensive audit trails to monitor all data interactions.
Yes, absolutely. Every employee at Countsure signs a comprehensive Non-Disclosure Agreement (NDA) before they begin working on any client project. This legally binding agreement ensures that all your confidential business information, financial data, and proprietary processes remain strictly protected. We take confidentiality seriously and our team is trained on data privacy protocols from day one.
We follow industry-standard data protection practices and implement security measures that align with U.S. business requirements. While we operate from India, we understand the importance of U.S. data protection standards and structure our processes accordingly. Our security infrastructure includes encrypted data transmission, secure access protocols, and regular security assessments to ensure your data is handled with the highest level of care. For firms with specific regulatory requirements such as GDPR or CCPA compliance, we’re happy to discuss customized protocols to meet your needs.
Countsure follows rigorous internal security protocols including encrypted data storage, secure VPN connections, two-factor authentication, and firewall protection. While we are currently building toward formal certifications, our security framework is designed based on industry best practices. We continuously evaluate and upgrade our security infrastructure to align with evolving standards in the accounting and financial services industry.
Client data access is strictly controlled through multiple security layers:
- Role-Based Access Control (RBAC): Employees only access data necessary for their specific responsibilities
- Individual Credentials: Each team member has unique login credentials—no shared accounts
- IP Restrictions: Access is limited to authorized locations and devices
- Audit Trails: We maintain comprehensive logs of all data access and modifications
- Need-to-Know Basis: Data visibility is restricted based on project requirements
This ensures that your sensitive information is accessed only by authorized personnel working directly on your account.
Our team works exclusively on dedicated systems. Each workstation is configured specifically for client work with proper security protocols in place. This dedicated infrastructure approach eliminates cross-contamination risks and ensures that your firm’s data remains isolated and protected. Our dedicated systems are regularly monitored and maintained to meet security standards.
We maintain a results-oriented approach focused on deliverable quality and timely completion. Our project management system tracks milestones, deadlines, and deliverable submissions to ensure consistent progress on your work. Each client is assigned a dedicated account manager who oversees the team’s performance, maintains regular communication with you, and ensures that work meets your firm’s standards and timelines. We emphasize accountability through structured workflows and quality checkpoints rather than intrusive monitoring.
Data Backups:
- We perform weekly data backups stored in secure, separate storage locations
- Backup data is encrypted and accessible only to authorized personnel
- Multiple backup copies ensure redundancy and data integrity
- Our disaster recovery plan includes documented procedures to restore operations quickly in case of unexpected disruptions
- Backup systems can be activated to minimize downtime and ensure business continuity
- We regularly test our recovery procedures to ensure they function effectively when needed
- Our goal is to restore critical operations within 24-48 hours of any disruption
Yes, we have experience supporting firms undergoing SOC 1 and SOC 2 audits. Our team understands the control requirements, documentation standards, and audit trails necessary for SOC compliance. We can:
- Maintain detailed documentation of processes and controls
- Provide audit trails and access logs when required
- Implement additional controls as specified by your auditors
- Coordinate with your audit team to supply necessary evidence
- Assist with control testing and remediation activities
Many of our U.S. CPA firm clients have successfully completed their SOC audits while working with our team.
We maintain transparent reporting through:
- Dedicated Account Manager: Your single point of contact who oversees all aspects of your engagement
- Regular Status Updates: Scheduled check-ins on project progress and deliverables
- Audit Trail Access: Available upon request for compliance verification
- Incident Reporting: Immediate notification of any security concerns or unusual activities
- Quarterly Reviews: Periodic assessments of security protocols and service quality
This structured approach ensures you’re always informed about how your data is being handled and protected.
Absolutely. Countsure is committed to being your long-term partner, not just a service provider. Our ongoing support includes:
- Dedicated Account Manager: A single point of contact who understands your firm’s processes and requirements
- Business Hours Support: Responsive communication during standard business hours (with flexibility for urgent matters)
- Process Optimization: Continuous improvement of workflows based on your feedback
- Scalability: Ability to adjust resources as your firm’s needs change seasonally or grow over time
- Knowledge Retention: Our team maintains institutional knowledge of your clients, systems, and preferences
- Regular Communication: Scheduled calls/meetings to review performance, address concerns, and plan ahead
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