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PROTECTING CLIENT DATA

PROTECTING CLIENT DATA

Our Technology Stack

What is a Technology Stack?

A technology stack, also known as a tech stack, refers to the combination of software, programming languages, frameworks, tools, and infrastructure that a company utilizes to build and run its applications and services. It’s like a layered cake, where each layer represents a different component of the technology used to create a cohesive and functional system.

PRESAGE's Technology Stack

According to the US National Cyber Security Alliance, 60% of small businesses that suffer a cyber-attack go out of business within just 6 months! At PRESAGE, protecting client data is the most important part of what we do. 

Components

  • Microsoft 365: Our primary collaboration tools are contained within the Microsoft ecosystem including, Exchange Email, SharePoint portals, Teams, Groups and the Office Suite.
    • Groups: Clients communicate with staff via a shared mailbox associated with a Microsoft Group created just for them. Each Group has a unique email address (alias@presagefinancial.com) where they send requests, comments, answers to questions, etc. Utilizing Groups allows PRESAGE to share/restrict these communications across multiple staff members easily by changing Group membership as necessary. The days of extracting messages from someone’s individual email box are over.
    • Teams: Staff utilize the video-conferencing capabilities of Teams to meet and collaborate with clients.
    • SharePoint Portals: We use SharePoint to securely store our work documents.
  • Practice Protect: The Practice Protect Portal secures access to all our client systems (e.g., online banking, POS and payment processor data, vendor accounts) hiding the logins and passwords from them by seamlessly logging them into the system. Staff members are only able to see the applications for the clients they support.
  • QuickBooks Online: In addition to being the primary accounting platform for clients, QBO also has a secure Shared Documents feature which is used to transfer documents that may contain any personally identifiable financial information (PIFI).
Diagram: PRESAGE Application Ecosystem

Features

Our technology stack design incorporates various features to ensure the utmost security for our clients:
  • Cloud-Based Systems: All our systems are hosted on secure cloud platforms, significantly reducing cyber risks, such as ransomware attacks. These platforms also have built-in backups and disaster recovery.
  • Multi-Factor Authentication (MFA): We employ MFA, requiring a combination of login credentials (username and password) and a token from a smart device, adding an extra layer of protection to our systems.
  • Centralized Access Management: Staff access to PRESAGE and client systems is tightly controlled through MFA integrated with either Azure/O365 or QuickBooks Online Accountant. This allows us to swiftly revoke access with just two changes, ensuring immediate security in case of any threat.
  • Secure File Transfer: All sensitive files containing private information, such as tax documents, are transferred using the QuickBooks Shared Documents Folder feature, ensuring secure and encrypted data transmission.

At PRESAGE, our commitment to safeguarding your data and privacy is ingrained not only every aspect of our technology stack, but into our culture as well. We continuously update and optimize our infrastructure and systems to stay ahead of potential threats, so you can have peace of mind while focusing on your business’s success.

  • Highly recommend having Presage handle your business tax needs. Their team has helped streamline our taxes so If you have a tax mess to straighten up, they can provide the solutions.

    Stephano Kazakos - Owner, Theo's Gyros

  • I have been with PRESAGE Financial for 3 years now. They are always on time and very attentive to my needs. They handle all my bookkeeping and payroll. I had started the business with Paychex and was scammed. I am great at landscaping but was looking to get my payroll set up correctly. Not only did PRESAGE have to change the way I was paid as an owner but had to back translate the other payroll system to fix all the errors. I am thankfully I switch early in the start of my business, or I could have been on the hook for breaking payroll laws. I am so happy I met Linda, and I am excited about growing my business and not being stressed about payroll and bookkeeping.

    Brandon Grote - Owner, Grote's Garden Design

  • Linda and PRESAGE have been helping me out with my multiple businesses for the last 5 years or so, and I couldn't have asked for a better team! They are efficient with time, friendly, and always trying to understand my needs. I feel like they are an integral part of my team as well!

    Debbie Yu - Owner, LIttle Si Medicine Clinic

  • The PRESAGE team has been helping imLabs with bookkeeping for over a year now. PRESAGE has helped us to get everything in order, Linda and Lourdes are always ready to help us every time we need it. We couldn't be happier with their work!

    Laura Cabrera - CEO, imLabs

  • PRESAGE saved our organization with their meticulous services. The team is amazing. They are very professional, committed, prompt, and friendly. I have truly enjoyed working with them and could not be happier with the services.

    Manna Gandhi - Administrator, Laser Child Care

  • PRESAGE came recommended to me at a time in my business when I was overwhelmed with the logistics of both bookkeeping and managing employees. During my very first call before we had done anything they helped walk me through filing my 1099NECs through QuickBooks Online - which apparently were due that day! After that the response time and reliability has been nothing but amazing. They have been flexible with my fluctuating business needs and very supportive. Would recommend them to any growing business.

    Brian Knox - President, Westgate Games Inc.

  • PRESAGE is a dream to work with! I love what I do, but as an entrepreneur/solopreneur, I often feel overwhelmed and confused by all the do's and don'ts related to money. They help me with the stuff that stresses me out so that I can do the things that bring me joy and make the money! I highly recommend their services. They are trustworthy, reliable and proactive.

    Joan Dandeneau - Owner, Joan's Fit Zone

  • Due to Linda’s passion for process improvement, organization of information flow, and the ability to fit the right technology to a company’s needs, we took a big step up in our use of technology to solve problems and speed communications. Her intelligent use of the right technology – not just the technology she already knew – has had a terrific impact on how we do things. All of our office management needs have been met, and more. I would highly recommend Linda and her team to any company looking for a better way to do business.

    Craig Dye - Owner, Old Town Builders

REFERRAL PROGRAM TERMS & CONDITIONS

Last Updated: December 2023 

1. Referral Program Terms Of Use

As an authorized affiliate (Affiliate) of PRESAGE, you agree to abide by the terms and conditions contained in this Agreement (Agreement). Please read the entire Agreement carefully before registering and promoting PRESAGE as an Affiliate.


Your participation in the Program is solely to receive a commission on services purchased by businesses referred to PRESAGE through your personal referrals.


This program is intended for “word of mouth”, or direct person-to-person, referrals either verbally or via email. Affiliates are not encouraged to promote PRESAGE’s services on their website or through the use of other mass marketing tools and techniques.


By signing up for the PRESAGE Referral Program (Program), you indicate your acceptance of this Agreement and its terms and conditions.

2. Approval Or Rejection Of The Application

We reserve the right to approve or reject ANY Affiliate Program Application at our sole and absolute discretion. You will have no legal recourse against us for the rejection of your Affiliate Program Application.  

3. Commissions

Commissions will be paid once a month. For an Affiliate to receive a commission, the referred account must make a minimum purchase of $375.


You cannot refer yourself, and you will not receive a commission on your own accounts. 


Payments will only be sent for transactions that have been successfully completed.  
Transactions that result in chargebacks or refunds will not be paid out.  


Commissions will not be paid where it will violate an existing agreement with the Affiliate through another referral program (e.g., networking groups such as BNI). PRESAGE will follow the existing protocol as defined in the individual networking group’s charter or bylaws.  


If would like to use the program to make referrals easier, but work in an industry where receiving a commission is either prohibited or considered unethical, you can still register and inform us via email that you will forgo your commissions.  

 4. Termination

Your affiliate application and status in the Program may be suspended or terminated for any of the following reasons:  

 

  • Inappropriate advertisements (false claims, misleading hyperlinks, etc.).
  • Spamming (mass email, mass newsgroup posting, etc.).
  • Advertising on sites containing or promoting illegal activities.
  • Failure to disclose the affiliate relationship for any promotion that qualifies as an endorsement under existing Federal Trade Commission guidelines and regulations, or any applicable state laws.
  • Violation of intellectual property rights. PRESAGE reserves the right to require license agreements from those who employ trademarks of PRESAGE in order to protect our intellectual property rights.
  • Offering rebates, coupons, or other form of promised kickbacks from your affiliate commission as an incentive. Adding bonuses or bundling other products with PRESAGE, however, is acceptable.
  • Self-referrals, fraudulent transactions, suspected Affiliate fraud.

 

In addition to the foregoing, PRESAGE reserves the right to terminate any Affiliate account at any time, for any violations of this Agreement or for any reason.  

5. Affiliate Links

You may use graphic and text links within your email messages. You may use the graphics and text provided by us, or you may create your own as long as they are deemed appropriate according to the conditions and not in violation as outlined in the Termination section.  

6. Pay Per Click (PPC) Policy

PPC bidding is NOT allowed without prior written permission.  

7. Liability

PRESAGE will not be liable for indirect or accidental damages (loss of revenue, commissions) due to affiliate tracking failures, loss of database files, or any results of intents of harm to the Program and/or to our website(s).  


We do not make any expressed or implied warranties with respect to the Program and/or the services sold by PRESAGE. We make no claim that the operation of the Program and/or our website(s) will be error-free, and we will not be liable for any interruptions or errors.  

8. Term Of The Agreement

The term of this Agreement begins upon your acceptance in the Program and will end when your Affiliate account is terminated.  


The terms and conditions of this agreement may be modified by us at any time. If any modification to the terms and conditions of this Agreement are unacceptable to you, your only choice is to terminate your Affiliate account. Your continuing participation in the Program will constitute your acceptance of any change.  

9. Indemnification

Affiliate shall indemnify and hold harmless PRESAGE and its affiliate and subsidiary companies, officers, directors, employees, licensees, successors and assigns, including those licensed or authorized by PRESAGE to transmit and distribute materials, from any and all liabilities, damages, fines, judgments, claims, costs, losses, and expenses (including reasonable legal fees and costs) arising out of or related to any and all claims sustained in connection with this Agreement due to the negligence, misrepresentation, failure to disclose, or intentional misconduct of Affiliate.  

 

 10. Electronic Signatures Effective

The Agreement is an electronic contract that sets out the legally binding terms of your participation in the PRESAGE affiliate program. You indicate your acceptance of this Agreement and all the terms and conditions contained or referenced in this Agreement by completing the PRESAGE application process. This action creates an electronic signature that has the same legal force and effect as a handwritten signature.