How we keep your financial information secure.
IT Security
Security isn’t an add-on. It’s how we operate.
At ClearBooks CPA, protecting your information isn’t just an add-on—it’s built into the way we work. As a firm that handles sensitive financial and personal data, we take every precaution to keep your information secure, private, and under control.
We’ve partnered with Practice Protect, a security platform built specifically for professional service firms, to help ensure your data is protected with the same level of care you'd expect from a Fortune 500 IT team. From multi-factor authentication to access controls, we implement tools and protocols that reduce risk and prevent unauthorized access—no matter how sophisticated the threat.
The truth is, cyberattacks aren’t rare—they’re targeted. And accounting firms are high on the list. Phishing, credential theft, and data breaches are all real risks if firms rely on outdated or fragmented systems. That’s why our team works within a security-first environment that limits exposure and actively prevents breaches.
What does that look like in practice? Secure logins. Encrypted environments. Strict permissioning. No unsecured access—ever. With Practice Protect, we manage all of this behind the scenes, so you can confidently send documents, access reports, and collaborate with us knowing your data is protected.
Security is a shared responsibility. We take our role seriously, so you don’t have to worry. Questions? Reach out—we’re happy to walk you through how we keep your data safe.
Contact sales
We’d love to see how we can streamline your hiring together.
Request a demo
Contact sales
We’d love to see how we can streamline your hiring together.
Request a demo
Contact sales
We’d love to see how we can streamline your hiring together.
