Security & privacy

How we protect your data

We use bank-level encryption to protect your information both in transit and at rest. Access is controlled and monitored, and we follow security practices designed for handling financial and tax data.

• Bank-level encryption for data in transit and at rest
• Multi-factor authentication on the systems we use
• A secure client portal for documents and e-signatures, so you never email sensitive files
• Strict, role-based access so only your dedicated team can see your information
• Reputable, security-vetted platforms (Xero, QuickBooks, and our document portal)

Who can access your information

Only the members of your dedicated RCN team who need access to do your work can see your information. We do not give blanket access to your data, and we review access regularly.

We never sell or share your data

We do not sell your data, and we do not share it with third parties for marketing. We only share information when you ask us to (for example, with a lender you have authorized) or when required by law.

Data retention and your rights

We retain records as long as needed to serve you and to meet professional and legal requirements, then dispose of them securely. You can request a copy of your records or ask questions about your data at any time.

Reporting a concern

If you ever have a security or privacy concern, contact us right away and we will respond promptly. We take every report seriously.