Access permissions
Agree who needs access, which tasks they will perform and how access will be removed at the end of the engagement.
SECURITY & CONFIDENTIALITY
Careful access. Clear responsibilities.
Financial information deserves a considered workflow. Security arrangements should be agreed before any client records are shared.
THE DETAILS
Topics to cover during onboarding.
Document sharing
Choose an appropriate document-sharing method. Avoid sending passwords, bank credentials or sensitive records through a public enquiry form.
Approvals and accountability
Identify the people authorised to approve adjustments, reports and payments. Agree a method for recording decisions.
Retention and deletion
Set expectations for how long working documents are retained and how return or deletion requests are handled.
Account protection
Discuss individual user accounts, multi-factor authentication and the security settings available in your chosen systems.
Questions and concerns
Agree the contact person and escalation method for suspected unauthorised access or other security concerns.
THE DETAILS
Ask for the details that matter to you.
Confirm requirements before sharing data.
This page describes onboarding topics, not a security certification or an independently verified control statement. Specific contractual and technical arrangements must be confirmed for your engagement.
Discuss your security requirements →YOUR BUSINESS DESERVES A CLEARER PICTURE