Frequently Asked Questions

No! If you are a DIYer or already have a bookkeeper, you can subscribe to our PIONEERS plan to access the Sureté Financial Platform strictly as a standalone dashboard and document vault.

Absolutely. The Sureté Financial Platform utilizes a Zero-Trust architecture, End-to-End Encryption (E2EE), and Bank-Grade data centers to ensure your financial DNA is Fort Knox secure.

It depends on your chosen tier. If you want to maintain your current accounting software and connect it directly to Sureté, our PARTNERS plan offers fully customizable integrations. On the PATHWAYS plan, we provide a fresh, white-gloved ledger version of QuickBooks Online tailored specifically for our AI-assisted workflows, meaning we will help you transition your books to our streamlined setup.

We've got you covered. Our PARTNERS plan offers full-service historical catch-up and deep-dive reconciliation to get your books clean, compliant, and ready for tax season.

No. You can choose to pay month-to-month and cancel anytime, or you can select annual billing to receive a discount (2 months free).

Yes! Every Sureté subscription includes Unlimited Team Access. You can grant custom, role-based access to your CPA or investors without paying extra per-seat licensing fees.

Documentation is everything. The Sureté platform features dedicated Tax Vaults where your receipts and statements are securely stored and easily exportable, ensuring you are always audit-ready.

Yes. For clients utilizing our full-service bookkeeping on the PARTNERS plan, our dedicated experts strictly adhere to Generally Accepted Accounting Principles (GAAP) to ensure maximum compliance.

You can sign up for the PIONEERS platform and connect your banks in under 5 minutes. If you require full-service advisory, you can schedule an onboarding call today and we can begin immediately.