We are an ISO 27001 certified organisation and have strict policies and processes to ensure that
client data remains secure and confidential.
 All employees work on the assigned office computers with appropriate restrictions on
(1) external device connections (2) data sharing capabilities and (3) device data storage
limits.
 All client and work data are stored on network servers with best-in-class storage system
as well as security and firewall protection. Systematic remote backup processes are in
place.
 All IT assets have exclusively domain-based access and have centralised anti-virus
protection.
Besides, we enter into non-disclosure and confidentiality agreements with our clients.

We are open to using any online tool or utility required by the client. However, we recommend
established and secure data transfers platforms. Some of these include:
 File Transfer Protocol (FTP)
 Google Drive
 One Drive
 Dropbox

Yes, we assign one backup resource to provide redundancy and ensure timely completion in the
event of unavailability of the primary Single Point of Contact (SPOC) due to any unforeseen
circumstances. Both SPOC and the backup resource are assigned at the beginning of the project.

To ensure that our team and clients are on the same page, we have institutionalised a
mechanism of Weekly Status Updates. These updates the send to each client by emails every
Friday and include information on (a) list of activities completed, (b) list of activities under
progress, and (c) any requirements that our teams may have from the client to complete the
assigned tasks.
Apart from this, there are periodic and need-based meetings that carried out by the SPOCs.
These depend on specific requirements of the assignment and vary from project to project.

The monthly financial reports are usually shared with the clients on or before the 7th business
day of the subsequent month. This is subject to timely availability of necessary information from
the client in line with a schedule which is agreed in advance.

During our on-boarding process, we request the client to share the following:
 First, we understand the client’s business. To know how the business is structured, we
usually need incorporation documents and/or previous year’s tax returns.
 For accounting and bookkeeping tasks, standard requirements include bank and credit
cards statements, bills, invoices and receipts for the period under review.
 Access to software and utilities necessary to carry out the project.
 Any SOPs or training on specific processes, if required
 Any agreements outlining the scope of work and proposed terms, if required.During our on-boarding process, we request the client to share the following:
 First, we understand the client’s business. To know how the business is structured, we
usually need incorporation documents and/or previous year’s tax returns.
 For accounting and bookkeeping tasks, standard requirements include bank and credit
cards statements, bills, invoices and receipts for the period under review.
 Access to software and utilities necessary to carry out the project.
 Any SOPs or training on specific processes, if required
 Any agreements outlining the scope of work and proposed terms, if required.