We serve over 3,000 accounting firms across various services, and we protect each client’s data through our robust information security policies that align with IRS, FTC, and AICPA standards
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When you offshore, you’re extending your security perimeter. Your offshore partner should meet the same regulatory standards that apply to your U.S. operations.
We ensure a trusted environment by empowering team members to safeguard client success. Stringent security protocols fortify every layer of our infrastructure, ensuring constant protection.
We manage sensitive financial and personal information for hundreds of firms. To do this responsibly, we’ve built a structured cybersecurity system that addresses both external threats and internal risks.
Employees play a critical role in data security. That’s why our training goes beyond one-time sessions.
Teaches encryption basics and handling sensitive information
Covers secure password policies and password manager use
Helps spot and report suspicious links, emails, and attachments
Defines clear browser practices when working with client data
Updates staff on evolving phishing threats
Reviews secure usage of accounting tools and platforms
Reinforces zero tolerance for unauthorized data sharing
Walks through what to do in case of a breach or exposure
We follow verified global standards to ensure we meet expectations—not just claims.
If you're evaluating us as a vendor or benchmarking your current offshore setup, we can support your process.
We can provide detailed documentation covering: To request this, email chris@my-cpe.com
We are committed to protecting your personal information and maintaining transparency in how we handle your data.
If you have any questions about our data protection practices, wish to exercise your rights under applicable privacy laws, or would like to report a potential data breach, you may contact our Data Protection Officer (DPO) using the details below:
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