Prime Entry Bookkeeping, LLC
Privacy & Security at Prime Entry
At Prime Entry Bookkeeping, trust is earned — and protected. This page outlines how we safeguard your information, uphold your credibility, and maintain the professional protections that support every engagement.
How We Protect Your Information
We respect your privacy and never sell or share your data.
- No use of financial data for marketing
- No sharing of client information without written consent, including on social media
- Secure storage and access protocols
- No client data is shared with AI platforms
Respecting Your Confidentiality
We offer a Mutual Non-Disclosure Agreement to protect sensitive business information on both sides.
- Covers financial data, business operations, and client communications
- Available for signing during before Clarity Call, if requested
- Reinforces our commitment to discretion and professionalism
Secure Document Sharing
We’ve heard from many clients that they prefer not to access their private documentation and financial data via vendor portals due to risk of unauthorized access. We agree. Prime Entry uses encrypted, access controlled folders via Google Drive to share and receive documents. If clients prefer receiving documents by e-mail, we will utilize password-protected software.
- Each client receives a private Google Drive folder
- Only you and our team have access
- No third-party access
- Password protection available.
For agreements and onboarding documents, we use the secure electronic signature platform Dropbox Sign. This ensures your documents are signed quickly, safely, and with full legal compliance.
Professional Protections
Prime Entry maintains a layered protection structure designed to safeguard your business throughout our work together:
- Professional Liability Insurance (active)
- Surety Bond (active)
- General Liability Insurance (activated upon engagement)
- Cyber Liability Insurance (activated upon data transfer)
Disclaimers
- Prime Entry Bookkeeping is not a CPA firm, tax preparer, or legal advisor
- All financial insights are for individual client consumption and should be considered for informational purposes only
- AI-generated visuals or content are used with transparency and disclaimers
- We may use AI-assisted tools to support design, workflow, or draft content. All outputs are reviewed internally and used with discretion
- We do not file taxes, process payroll, or offer legal advice
