1. Information Architecture & Collection
To provide high-touch monthly ledgers, cleanup optimizations, and tax-ready reporting tracks, we collect specific financial and personal documentation from your business entities:
- **Corporate Entities Details:** Legal business names, employer identification numbers (EINs), physical locations, and business structures.
- **Transactional Records:** Bank and credit card statements, general ledger rows, vendor invoices, payroll logs, and past corporate tax returns.
- **Digital Access Points:** Secure, read-only token connection pathways to cloud accounting files and banking data streams.
2. Strategic Information Usage
All information provided is voluntarily and utilized strictly to perform core bookkeeping services. We maintain absolute boundaries surrounding client portfolios:
- **No Commercial Monetization:** We never share, sell, lease, lease-to-own, rent, or trade company data or personal information to outside marketing circles.
- **Targeted Scope:** Data processing is restricted entirely to transaction matching, balancing sheets, closing accounts, and executing tax preparation reviews.
3. Data Defense & Encryption Baselines
Plutus Bookkeeping LLC implements secure safeguards engineered to protect small business accounts:
- **Read-Only Integrity:** We pull data primarily using encrypted read-only authentication tokens, meaning our team never touches or holds structural bank authority over client funds.
- **Secure Token Handshakes:** Interactions with third-party software structures occur via bank-level AES 256-bit encryption layers.
- **Asynchronous Access Rules:** Access to sensitive company documents is limited to Matthew S., EA. No data folders are sent down to unchecked third-party virtual subcontractors.
4. Third-Party Ecosystem Integrations
We work seamlessly with premier cloud application interfaces to optimize remote workflows. Data handled by these modules follows their respective enterprise-level security rules:
- **Accounting Ledgers:** Intuit QuickBooks Online ProAdvisor cloud vaults.
- **Onboarding Calendars:** Calendly scheduling platform networks.
- **Document Pipelines:** End-to-end encrypted remote document sharing repositories.
5. Document Retention Rules Surrounding the IRS
Because our operations are supervised directly by an Enrolled Agent, we align data storage structures with federal statutory tracking windows. Financial records and balanced ledgers are safely archived to support historic tax audits or internal CPA review requests before being permanently purged from active secure environments.
6. Structural Modifications & Advisory Contact
Plutus Bookkeeping LLC reserves the right to update these data protection policies to match changing compliance landscapes.
**Email Desk:** info@plutusbk.com
**Direct Line:** (716) 266-2902
Version Updated: May 2026