At Smart Entry Pros, the confidentiality and security of your information are our top priority. We understand that the data you share—especially financial and business records—is highly sensitive. Our processes ensure that your information is handled responsibly, securely, and solely for the purpose of completing your project.
Before any work begins, all clients review and sign a Client Service Agreement. This agreement clearly defines the project scope, deliverables, pricing, timelines, and responsibilities for both parties. Work will not commence until the agreement is signed and the deposit has been received, ensuring transparency and mutual understanding from the start.
Smart Entry Pros collects only the information necessary to complete the agreed-upon services, which may include financial statements, receipts, invoices, spreadsheets, or temporary access to accounting software.
All client data is used exclusively to organize, categorize, and enter records, build or update spreadsheets or databases, and support the services outlined in the agreement. Your data is never used for any purpose outside of your project without your explicit consent.
Your data is handled in a secure and controlled environment throughout the project. Files are stored in password-protected systems, and access is limited to authorized personnel directly involved in your project.
All transfers of documents are conducted through secure channels. Client information is never shared, sold, or distributed to third parties. When access to software like QuickBooks is required, it is granted via official invitation, allowing you to maintain control and revoke access at any time.
Upon completion of your project, all files, including originals and any working documents, are permanently deleted within 24 hours. Deleted data cannot be recovered. Clients may request confirmation of deletion at any time following project delivery.
If you wish to retain project files for recurring or future services, a written request must be submitted before project completion.
Smart Entry Pros provides data entry and organization services only. We are not a licensed CPA, accountant, bookkeeper, or financial advisor.
Our organized data is intended to assist clients or their financial professionals with reporting and record-keeping. We do not provide tax guidance or financial advice, and all financial decisions remain the sole responsibility of the client.
To ensure timely and accurate completion of services, clients agree to provide complete and accurate information, respond to clarifying questions promptly, review deliverables within five business days, and adhere to the agreed payment schedule.
Clients maintain full control over their data. You may request information about how your data is being handled, confirm deletion, or withdraw from a project at any stage. Any shared materials will still be deleted according to our secure data deletion policy.
For questions regarding your agreement, data handling, or file security, please reach out directly. Transparency, security, and client trust are central to every project we undertake. Email Montenegro.Z@Outlook.com
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