At Beyond, we know that Privacy and Security are essential to earning and keeping your trust. That’s why every Letter of Engagement we issue spells out exactly how your information is handled and who owns what.
As our client, you remain in control. You own all of your original source documents as well as the final deliverables we prepare for you—like reports, filings, and supporting schedules. You also have full ownership of your accounting file and the data within it, even if your subscription is paid through our firm.
To support you, our team keeps copies of necessary documents for compliance and record-keeping, and we maintain our own internal working papers to do our job effectively. These materials stay with us, but they are securely stored and disposed of according to professional standards.
In short: your data stays your data. We simply provide the systems, expertise, and safeguards to keep it organized, secure, and useful—so you can focus on building your business with confidence.