Security
Your information stays protected.
Your information stays protected.
Your books stay yours.
- Your information is encrypted in transit (256-bit) and at rest.
- The vendors we rely on carry SOC 2 Type II certification.
- Your books stay in your own QuickBooks or Xero.
We work inside them, we never move them.
We never sell or share your data.
Read the trust questions in our FAQ
How it's protected
Four protections, in plain language.
Encrypted on the way
Everything you send us travels with 256-bit encryption.
Encrypted where it sits
Your information is encrypted at rest, not just in transit.
Audited vendors
The vendors we rely on carry SOC 2 Type II certification, an independent audit of how they protect data.
Never sold, never shared
Your data is used to find your savings, and for nothing else.
Your books
We work inside your QuickBooks or Xero.
We work inside your QuickBooks or Xero.
We never move them.
Your books stay in your own account, under your name and your login. Our advisors work inside them to find and put savings in place. If you ever leave, there's nothing to migrate and nothing held hostage.
Nothing to migrate.
Nothing held hostage.
Who sees it
A licensed US-based advisor
A licensed US-based advisor
is responsible for everything you receive.
Your US-based advisor
reviewed before it reaches you
AI assists
Support assists
Always US-based
Your advisor is always US-based, and always will be.
Help behind the scenes
AI, and at times global support staff for routine tasks like data entry, help them work faster.
Limited access, always reviewed
Support access is limited to only what a task needs, under industry-leading security protocols. Nothing reaches you without your US-based advisor reviewing it first.
That's how we keep your costs down and your advisor focused on lowering your taxes.
AI and support assist.
A licensed US-based advisor decides.
Our commitments
What we never do.
Never sell your data.
Never share your data.
Never move your books out of your own account.
Never let AI or support staff act alone on your taxes.
Questions?
Ask us anything
Ask us anything
about how your information is handled.
Email hello@getdoughy.com and a real person will answer.
About 60 seconds. No account. Free.