Your books deserve bank-grade care.
CountBucks is built by a CPA-owned firm that handles sensitive financial data every day. Here's how we protect yours.
Encryption everywhere
All traffic is encrypted in transit with TLS, and your documents are stored on encrypted cloud storage.
Secure authentication
Hashed passwords, session controls, and multi-factor authentication on administrative accounts.
Bank connections via Plaid
Bank logins go directly to Plaid — the same connection layer used by major financial apps. CountBucks never sees or stores your bank credentials.
Payments via Stripe
Card and payment processing is handled by Stripe, a PCI-DSS Level 1 certified provider. Card numbers never touch our servers.
Role-based access
Workspace roles, client-portal scoping and per-membership permissions keep every user limited to exactly what they should see.
Full audit trail
Every meaningful change in your books is written to an audit log, so you always know who did what and when.
Found a security issue?
We take reports seriously and respond quickly. Reach out through our contact page and mention "security" in the subject line for priority handling.