How client financial data is handled
Bookkeeping, payroll, and tax work requires access to sensitive financial data. This page describes the access model, what is and isn't stored, and how access is removed at the end of an engagement.
Client-controlled access
Access to accounting, payroll, or filing systems is granted by the client or firm directly, using each platform's own user-permission controls (accountant or staff-level access, not full account ownership) wherever the platform supports it. Access is never requested beyond what's needed to complete the agreed scope of work.
What's stored, and what isn't
Working files are limited to what's needed to reconcile books or prepare a filing for a given cycle. RazaPro does not request or store full banking credentials, and does not retain client financial data beyond what's needed to support the current or immediately prior filing period.
Offboarding
At the end of an engagement, or at any point on request, access granted to RazaPro is revoked by the client through their own platform's permission settings, and any local working copies of client data are deleted.
Communication
Sensitive documents and credentials are shared only through the client's or firm's preferred secure channel, not sent as plain email attachments where a more secure option is available.