Security

1. Accounting team

Your information is reviewed by a team with clear owners.

1.1Need-to-know access. Each team member works only with the documents and data needed to review your accounting.

1.2Human review. CFDI, payments, filings and missing items are checked before each period is closed.

1.3Clear owners. Open items are assigned to an owner, so you know what is missing and who is handling it.

2. Document custody

Your tax documents are kept organized by period.

2.1Findable evidence. Receipts, payment lines, payments and supporting documents stay tied to the right period.

2.2Ordered by obligation. Documents are separated by client, tax regime, month and process type.

2.3Practical retention. We keep the evidence needed to operate the service and answer tax clarifications.

3. Client privacy

3.1Necessary data. We request and use only the information needed to meet your obligations.

3.2Careful channels. Documents and messages are treated as sensitive information during remote service.

3.3No unnecessary exposure. We do not share data outside the service except when legally required or authorized.

4. Operational controls

4.1Authentication and access. Client and team access is controlled with accounts and permissions based on each role.

4.2Encryption in transit and at rest. Stored and shared documents use channels and services with technical protection.

4.3History and traceability. Relevant changes, deliverables and decisions are documented for follow-up.

5. Frequently asked questions

5.1Who has access to my tax information? Only the accountants and reviewers assigned to your service. Each person works with the documents needed for their specific task.

5.2How do you store my invoices and receipts? Your documents are organized by client, tax regime, month and obligation, so they are easy to locate for monthly close or future clarifications.

5.3Is my data shared with third parties? We do not share your data outside the service unless required by law or with your authorization.

5.4What security measures protect my account? Access is controlled by role-based accounts, encrypted channels and a documented history of relevant changes.