Security

At Trupenny, we prioritize the security of your personal and financial information. We safeguard your business with encrypted systems, secure workflows, and trusted platforms, so you can focus on growth with complete peace of mind.

Encryption

Your information is encrypted both in transit and at rest, using the same standards trusted by leading financial institutions.

Access Controls

Only authorized Trupenny bookkeepers can view your records, with role-based permissions to keep sensitive data tightly restricted.

Privacy

Your data is yours. We never sell it, never share it, and only use it to deliver bookkeeping services to you.

Monitoring

We continuously monitor systems to detect unusual activity, prevent downtime, and respond quickly to potential risks.

Built on Secure Platforms

Trupenny is built on trusted financial platforms that meet the highest security standards. We partner with QuickBooks and Copilot, both SOC 2 certified, to ensure your data is handled within environments that have been independently audited and verified.

This means your financial records are stored and processed on the same secure infrastructure trusted by thousands of businesses worldwide, while Trupenny adds an extra layer of oversight, restricted access, and workflow discipline.

Your Data Is Yours Alone

We believe your financial records should remain exactly that — yours. Trupenny never sells, rents, or shares your data with third parties.

Only your assigned bookkeepers, working inside secure QuickBooks and Copilot environments, can access your information. Every access is authorized, limited by role, and tied to delivering bookkeeping services for your business.

Confidentiality isn’t just a policy at Trupenny, it’s a foundation of how we operate.

Trusted People, Secure Processes

At Trupenny, security isn’t only about technology — it’s about people. Every bookkeeper we bring onto the team is carefully vetted and trained to handle sensitive financial data with professionalism and care.

Background Checks
All staff undergo screening before joining Trupenny.
Training
Our team is educated on best practices for data privacy, secure workflows, and incident response.
Role-Based Access
Each bookkeeper only sees what they need to do their job, nothing more.
Accountability
‍Every access to your data is logged and monitored.

Frequently Asked Questions

Where is my data stored?

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Your financial data is processed and stored within QuickBooks and Copilot, both SOC 2 certified platforms with secure, audited infrastructure.

Do you sell or share my data?

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No. Your data is never sold, rented, or shared with third parties. It is only used to deliver bookkeeping services to you.

Who can access my information?

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Only your assigned Trupenny bookkeepers can access your records, and only within secure QuickBooks and Copilot environments. Access is restricted by role and monitored for accountability.

What happens if there is a security incident?

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We follow clear incident response protocols: monitor, prevent, and respond. If an incident ever occurs, you will be informed promptly, along with the steps taken to protect your data.

Security Questions?

If you have any questions about Trupenny’s security practices, reach out anytime at hello@trupenny.co. We’ll be glad to walk you through our approach.