Privacy & security
Where is my bookkeeping information kept?
SoleBusinessPro
Quick answer
The standalone customer app is designed to keep bookkeeping information on the customer’s own device. Support messages send only the information the customer enters for that ticket. Customers should still protect their device, use strong sign-in security and keep encrypted backups.
Step by step
- Protect the computer and its user account with a strong sign-in method.
- Keep Sumvra and the operating system up to date.
- Create protected backups and store a copy away from the main device.
- Never place passwords, authenticator codes, full bank details or tax references in a support ticket.
Before you finish
Button names can vary slightly by installed version. If something looks different, check the version shown in Sumvra before making a change.
Still need help?
Open Messages & Support inside Sumvra and tell us which screen you are using. Include the guide title above so we can help you more quickly. Please do not include passwords, authenticator codes, full bank details or tax references.