Is CPA Support Desk claiming SOC 2 certification?
No. This page describes practical product controls and operational safeguards. We do not claim SOC 2 certification unless a formal certification is completed.
CPA Support Desk is designed around firm-level and client-level separation, role-based access, activity history, and controlled document workflows. This page summarizes the trust controls we use without making unsupported certification claims.
Workspace Controls
Each accounting record is tied to a company and client workspace so firm owners, clients, and employees can work from scoped views instead of shared folders or email threads.
Invoices, purchases, expenses, ledgers, cash reconcile records, reports, activity entries, and requests carry company and client identifiers.
Admins manage their firm workspace, clients see their own workspace, and employees are scoped to assigned client workspaces.
Security rules enforce signed-in access, company matching, client matching, and allowed update fields for sensitive workflows.
Documents are stored through Firebase Storage workflows with upload limits and image compression support for safer, faster handling.
Operational Trust
Key events such as uploads, invoice edits, payment changes, QuickBooks publish attempts, and service request updates are recorded in recent activity.
Records are published to QuickBooks only after a user reviews the invoice detail and chooses to publish manually.
Bookkeeping, payroll, reconciliation, reporting, and cleanup requests are tied to the right client workspace so context stays clear.
Back-office support work should be handled under confidentiality expectations and reviewed by the firm before client-facing decisions.
Important Note
No. This page describes practical product controls and operational safeguards. We do not claim SOC 2 certification unless a formal certification is completed.
Yes. The portal includes role-based workspace access and recent activity views so teams can review important changes.
Next Step
Tell us how your firm manages client records today and what controls matter before you move work into CPA Support Desk.
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