When you put a client on PeakBooks, your reputation rides on it. Here's exactly how we protect their books, their bank connection, and their most sensitive numbers, in plain English, no jargon.
No configuration, no add-on tier. Every account gets all of this by default.
Row-level security isolates each client's books at the database itself. One client can never see another's data, and neither can any other firm on PeakBooks.
Bank connections run through Plaid. Your client's banking credentials go straight to their bank. PeakBooks never sees or stores them. Card payments run through Stripe.
SSNs, EINs, and bank account numbers are encrypted at rest with AES-256-GCM. Everything travels over TLS in transit.
Every change is recorded: who edited what, and when. Ideal for review, and for standing behind the work you did.
Internal access is tightly limited and logged. Two-factor authentication is available for every firm member and every client.
Data is backed up continuously. When you delete data it's purged within 30 days; backups roll off within 90.
Export any client's books (P&L, Balance Sheet, General Ledger, every transaction) to PDF and CSV in one click, anytime. If a client cancels, their books stay readable. And if you ever decide to leave PeakBooks, you take everything with you. No lock-in, no ransom, no "export is a paid feature."
We're transparent about every sub-processor. That's the whole list: no ad networks, no data brokers, no reselling.
PeakBooks is software — not a bookkeeping service. We don't sell bookkeeping, tax prep, or "live experts" to your clients, and there's no marketplace routing them elsewhere. The relationship is yours.
Your data and your clients' data is never sold, rented, or handed to advertisers. It's used to run PeakBooks for you, nothing else.
Export everything anytime, in formats you can actually use. Leaving is as easy as joining.
Spin up a fully-seeded demo company, kick the tires, then invite your first real client. Free for accountants, forever.