Trust & Transparency
Our tools cross the border. Your files don’t.
Our stack is roughly 80% Canadian, 20% American. The piece that matters most — where your files actually live, short term and long term — is all in Canada.
Open books. Clear answers. No surprises.
The tools we use.
Each part of the stack picked deliberately. Canadian-first wherever a credible option exists.
| What it does | Where | What it handles |
|---|---|---|
| Client database & document storage | 🇨🇦 (Canada) | Your files — short and long term |
| Firm working files | 🇨🇦 (Canada) | Encrypted, on Canadian hardware |
| Domain & site infrastructure | 🇺🇸 (United States) | Public pages and DNS — no client data |
| Business email | 🇺🇸 (United States) | Email content; no file storage |
Where your files actually live.
Two places. Both Canadian. That’s the whole story.
Canadian-region cloud database
Your portal, your documents, your engagement record — pinned to a Canadian data centre. Encrypted at rest and in transit.
Encrypted local storage on firm machines
Day-to-day working files sit on Canadian-owned hardware running full-disk encryption and biometric login. The devices stay in Canada. No consumer-cloud backups.
We know our tools.
Tech literacy is part of the practice, not an afterthought.
The people running this stack are genuinely tech-literate. We understand the tools we use, we configure them deliberately, and we keep professional IT support on call when something needs another set of eyes. Easier for us. Safer for you.
Routine and discipline.
The daily habits behind the software.
Devices & Access
- Full-disk encryption on every firm device
- Biometric login, automatic lock on idle
- Password managers — never reuse
- Two-factor authentication, everywhere
- Least-privilege access by default
- Quarterly access reviews — who can see what
Workflow & Communication
- CPA review on every deliverable before release
- Sensitive data never over unencrypted email — portal or nothing
- Identity verification before discussing account details
- Engagement letters signed before any work begins
- Audit logs on every meaningful action
- Encrypted backups, tested on a schedule
Want the long version? Just ask.
We’ll walk you through any of it — tools, routines, where a specific document lives. Whatever you want to see.
Contact Nika CPA