Email Policy
What we send, when we send it, and how to manage your choices.
- Transactional: Essential messages such as client portal verification, password resets, audit delivery notices, and security alerts. These are required to provide our services.
- Support: Direct responses to your enquiries and follow‑ups on specific audit matters you have raised with us.
- Marketing & Updates: Only if you subscribe, we send regulatory compliance alerts, trust account audit preparation tips, and product announcements.
Marketing emails are optional and based on your consent. You can subscribe or unsubscribe at any time.
Manage your preferences via the subscribe or unsubscribe pages, or using links in each email.
We respect your time and inbox. Our marketing emails are sent at a sensible cadence—typically monthly or when a significant regulatory update occurs. We prioritize quality and relevance over frequency.
You can unsubscribe from marketing communications at any time by clicking the "unsubscribe" link at the bottom of our emails or by visiting our unsubscribe page. Your request will be processed immediately.
Please note that you cannot unsubscribe from transactional emails (such as audit reports, receipts, and security notices) as these are necessary for the operation of your account and delivery of our services.
We may update this Email Policy from time to time. When we do, we will change the “last updated” date above.
Questions about email preferences can be sent to us via our contact page.