Security is our #1 concern.

We’re storing a lot of sensitive client information. You might sound friendly but we don’t know you.

Please respect our rules of security. They protect your clients and help to protect you from liability.

Always write us from the same email address you signed up with.
No bank will discuss your account with a 3rd party. Neither will we.
Be cautious with the permissions you assign to your team members.
All Team Members must have their own User IDs and Passwords.
Multiple users cannot login and share one User ID.
User ID’s and passwords cannot be shared. We monitor access and IPs.

Only write us from the same email address you signed up with. If you’re writing us from any other email address, you’re not the account holder.

Only one person is the account holder. They signed our agreement.
No other person can be “designated” as account holder.
Please don’t be a 3rd party writing from any other email address.
Telling us about another email address doesn’t make you account owner.
Writing someone else’s name or email within your email doesn’t fool us.
There’s no logical reason why you’re not writing from your same email.
If your email isn’t working, fix your email issue, then contact us.
We don’t give account information to a 3rd party. No exceptions.
Accounts cannot be transferred. Data can’t be moved to another account.
Write from the same email address you signed up with and we can help you.
We don’t know the structure of your business. You could be an ex-employee or ex-partner trying to sabotage a company you’ve just left.
Please understand that these rules are to protect protect clients.
We do terminate accounts with security issues.

On our signup page, step 1 says:

“Enter your name and email as Account Holder. The Account Holder cannot change. Fill out this form only if you will be responsible for this account.” You also signed an agreement that you understood and would follow our guidelines for security.

If you’re writing from the email address you signed up we will always help you fast.

If you’re a 3rd party who is not the account holder and you continue to make requests about someone else’s account we will consider that a security threat and we may ban your access.

We cannot make special account changes during a free trial

Support is limited during a free trial. You can change many settings in your MY COMPANY tabs, but special Account changes require programmer hours and a free trial is intended to evaluate software, not to run a business for free. Contact us after you’ve upgraded from your free trial. If you’re the account holder we will be happy to help.

If you feel our security precautions are unusual

Ask Bank of America for access to someone else’s bank account…or contact Gmail, Facebook or Match.com and see how far you get with questions about someone else’s account. They won’t do it and neither will we.

Security