"Give your bookkeeper useful records without sharing passwords"
"Source","https://bluefinchadvisors.com/blog/shop-bookkeeping-accountant-handoff-without-shared-passwords"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Record category","Required period","Authorized access route","Missing evidence","Responsible contact","Access review date","Missing required fields"
"Monthly processor report","October","Approved secure document route","One settlement reference","Office manager","After close","None"

"Use this worksheet"
"Use one row for each item described in the article."
"Record the source, unresolved difference and next action before marking an item complete."
"Review the actual business records separately. This worksheet does not connect to accounts or change your records."

"Sources"
"IRS: supporting business records","https://www.irs.gov/businesses/small-businesses-self-employed/what-kind-of-records-should-i-keep"
"FTC: protecting personal information","https://www.ftc.gov/business-guidance/resources/protecting-personal-information-guide-business"