Built to handle your clients' most sensitive data.
Tax and bookkeeping data deserves care. Here's how Debits protects it — in plain language, no jargon.
Encryption in transit & at rest
Data is encrypted in transit between you and Debits, and encrypted at rest in our database and file storage. Client documents, returns and financials are protected the whole way through.
Role-based access
Give each person exactly the access they need — preparer, reviewer, partner, admin — plus a read-only auditor role for outside reviewers who should see but not change anything.
A full audit trail
Every meaningful change is recorded — who did what, and when. When you need to reconstruct a client's history or answer a review, the trail is there.
QuickBooks the safe way
Bookkeeping connects to QuickBooks Online over Intuit's official OAuth — clients authorize access without ever sharing a password, and you can disconnect at any time.
Identity-verified e-signatures
E-signatures are included on every plan. When a return calls for it, add IRS-compliant KBA identity verification for $1 per signer — you control it per return.
Your data is yours
Import your client list at no cost and export your data whenever you want. No lock-in, no hostage-taking — if Debits isn't right for you, your data leaves with you.
Pick a role, see exactly what it can touch.
Representative permissions — you assign a role per person, and every action lands in the audit trail either way. Unlimited seats on every plan.
Questions about security?
Our team is happy to walk through how your firm's data is handled.
Contact us