Welcome to your secure account access setup guide. This page explains why we need access to your financial accounts and provides step-by-step instructions for granting secure, read-only access to Bastian Accounting.
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Many banks and financial institutions allow you to create a separate login for us with custom permissions. This is our preferred method as it gives you complete control while maintaining security
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To provide you with accurate, timely, and comprehensive bookkeeping services, we need secure access to your financial data. Here's exactly how this access enables us to serve you better:
Creating separate login credentials for our team is the MOST SECURE method for sharing financial information.
| Security Feature | How It Protects You |
|---|---|
| You Keep Control | You create the access, can monitor all activity, and can revoke it anytime |
| Your Password Stays Private | Your personal login credentials are never shared with anyone |
| View-Only Permissions | We can ONLY view transactions - we cannot move money or change settings |
| Bank-Level Security | Uses your bank's own security systems and multi-factor authentication |
| Complete Audit Trail | Every login and action is logged by your bank for full transparency |
| No Email Risk | Eliminates sending sensitive statements through insecure email |