Business InTouch

How Secure Is This Data Analysis System?
All information transmitted by this system is carefully managed, with leading technology practices employed to protect data privacy. The system leverages the strongest data encryption currently supported by browsers to protect information it transmits over the Internet. A username and password combination validates the requesting identity before online account access is granted. Similar to bank automatic teller machines accessing a centralized banking system, this application prevents one user from accessing another’s data.

Who Will Have Access To My Company’s Information?
Only authorized employees at your firm, and our technical support personnel, will have access to information transmitted via this system.

Can I Upload Multiple Periods?
The system allows you to upload a single trial balance file at a time. You can repeat the upload procedure for each reporting period you want to upload. The system can hold up to seven years of financial data.

What Happens If I Miss A Month?
You can upload prior period reports at any time. If you do miss a month, the charts and graphs that display historical trends will be incomplete. We recommend that you make the easy trial balance upload part of your standard monthly close out procedure.

Will The Financial Statements In This Data Analysis System Be Different From Those
Generated By My Accounting Software?
Because your accounting system’s chart of accounts is mapped to the system's standard chart of accounts, some items may be categorized differently. However, any differences should be immaterial. For example, the system could summarize your departmental travel expenses into a single travel expense account.