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Terms of service

Updated on March 18, 2025

By accessing or using the Arrive platform ("Service"), you agree to be bound by these Terms of Service ("Terms"). If you disagree with any part of the terms, then you may not access the Service.

Description of Services

Arrive is an accounting platform that provides services to firm owners, bookkeepers, and clients. Our services include, but are not limited to:

  • Client management

  • Automated accounting tasks

  • Goal creation and tracking

  • Advisory services

  • Tax planning

  • Secure document storage and sharing

  • Integrated communication tools

  • Virtual assistant (Ayyva) for process automation

Registration Requirements

To use our Service, you must create an account. You agree to provide accurate, current, and complete information during the registration process and to update such information to keep it accurate, current, and complete.

Account Security

You are responsible for safeguarding the password that you use to access the Service and for any activities or actions under your password. You agree not to disclose your password to any third party. You must notify us immediately upon becoming aware of any breach of security or unauthorized use of your account.

Account Types

Arrive offers three types of user accounts:


Admin (Firm Owners): Full access to all platform features and user management.

Bookkeepers and accountants: Access to assigned client accounts and related features.

Client: Access to their own financial information and communication tools.

Information Sharing and Disclosure

We share information in the following ways:


Within the Platform: Information is shared between clients, bookkeepers, and admins as necessary for providing our services. Admins have access to all activity within the platform.

Third-Party Service Providers: We may share data with integrated services (e.g., QuickBooks, Ultra Tax) when you choose to use these integrations. These providers have their own privacy policies governing their use of your information.

Legal Requirements: We may disclose information if required by law, regulation, or legal process.


We do not sell your personal information to third parties.

SMS Communications

Arrive SMS Notifications:

  1. By opting in to SMS notifications, you can receive important updates, reminders, and alerts about your account, deadlines, and financial information directly to your mobile device.


  2. You can cancel the SMS service at any time. Just text "STOP" to the short code. After you send the SMS message "STOP" to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again.


  3. If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at support@arrive.com or 1-800-ARRIVE-HELP.


  4. Carriers are not liable for delayed or undelivered messages.


  5. As always, message and data rates may apply for any messages sent to you from us and to us from you. You will receive up to 4 messages per month for standard account notifications, with additional messages for time-sensitive alerts. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.


  6. If you have any questions regarding privacy, please read our privacy policy: www.arrive.com/privacy

Accurate Information

You agree to provide and maintain accurate, current, and complete information about yourself and your clients (where applicable).

Compliance with Laws

You agree to use the Service in compliance with all applicable laws, regulations, and professional standards related to accounting and financial services.

Proper Use of the Platform

You agree not to misuse the Service or help anyone else do so. For example, you must not:


Probe, scan, or test the vulnerability of any system or network

Breach or otherwise circumvent any security or authentication measures

Access, tamper with, or use non-public areas or parts of the Service

Interfere with or disrupt any user, host, or network

Ownership of Platform

Arrive and its licensors exclusively own all right, title, and interest in and to the Service, including all associated intellectual property rights. You acknowledge that the Service is protected by copyright, trademark, and other laws of both the United States and foreign countries.

User-Generated Content

You retain your rights to any content you submit, post or display on or through the Service. By submitting, posting or displaying content on or through the Service, you grant us a worldwide, non-exclusive, royalty-free license to use, reproduce, modify, adapt, publish, transmit, and distribute such content.

Privacy and Data Protection

Your privacy is important to us. Our Privacy Policy, which is incorporated into these Terms, explains how we collect, use, and protect your personal information. By using our Service, you agree to the collection and use of information in accordance with our Privacy Policy.

Integrated Services

Our Service may include integrations with third-party services such as QuickBooks and Ultra Tax. These integrations are subject to their own terms and privacy policies, and we are not responsible for the practices of such third parties.

Disclaimer of Responsibility

We are not responsible for any third-party services or content made available through our Service. You irrevocably waive any claim against us with respect to such sites and third-party content.

Limitations of Liability

To the maximum extent permitted by applicable law, in no event shall Arrive, its affiliates, agents, directors, employees, suppliers or licensors be liable for any indirect, punitive, incidental, special, consequential or exemplary damages, including without limitation damages for loss of profits, goodwill, use, data or other intangible losses, arising out of or relating to the use of, or inability to use, this service.

Indemnification

You agree to defend, indemnify and hold harmless Arrive and its licensee and licensors, and their employees, contractors, agents, officers and directors, from and against any and all claims, damages, obligations, losses, liabilities, costs or debt, and expenses (including but not limited to attorney's fees), resulting from or arising out of a) your use and access of the Service, by you or any person using your account and password; b) a breach of these Terms, or c) content posted on the Service.

Arrive's Right to Terminate

We may terminate or suspend access to our Service immediately, without prior notice or liability, for any reason whatsoever, including without limitation if you breach the Terms.

User's Right to Terminate

You may terminate these Terms at any time by discontinuing use of the Service and closing your account.

Changes to Terms

We reserve the right, at our sole discretion, to modify or replace these Terms at any time. If a revision is material we will try to provide at least 30 days' notice prior to any new terms taking effect. What constitutes a material change will be determined at our sole discretion.

Terms of service

Updated on March 18, 2025

By accessing or using the Arrive platform ("Service"), you agree to be bound by these Terms of Service ("Terms"). If you disagree with any part of the terms, then you may not access the Service.

Description of Services

Arrive is an accounting platform that provides services to firm owners, bookkeepers, and clients. Our services include, but are not limited to:

  • Client management

  • Automated accounting tasks

  • Goal creation and tracking

  • Advisory services

  • Tax planning

  • Secure document storage and sharing

  • Integrated communication tools

  • Virtual assistant (Ayyva) for process automation

Registration Requirements

To use our Service, you must create an account. You agree to provide accurate, current, and complete information during the registration process and to update such information to keep it accurate, current, and complete.

Account Security

You are responsible for safeguarding the password that you use to access the Service and for any activities or actions under your password. You agree not to disclose your password to any third party. You must notify us immediately upon becoming aware of any breach of security or unauthorized use of your account.

Account Types

Arrive offers three types of user accounts:


Admin (Firm Owners): Full access to all platform features and user management.

Bookkeepers and accountants: Access to assigned client accounts and related features.

Client: Access to their own financial information and communication tools.

Information Sharing and Disclosure

We share information in the following ways:


Within the Platform: Information is shared between clients, bookkeepers, and admins as necessary for providing our services. Admins have access to all activity within the platform.

Third-Party Service Providers: We may share data with integrated services (e.g., QuickBooks, Ultra Tax) when you choose to use these integrations. These providers have their own privacy policies governing their use of your information.

Legal Requirements: We may disclose information if required by law, regulation, or legal process.


We do not sell your personal information to third parties.

SMS Communications

Arrive SMS Notifications:

  1. By opting in to SMS notifications, you can receive important updates, reminders, and alerts about your account, deadlines, and financial information directly to your mobile device.


  2. You can cancel the SMS service at any time. Just text "STOP" to the short code. After you send the SMS message "STOP" to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again.


  3. If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at support@arrive.com or 1-800-ARRIVE-HELP.


  4. Carriers are not liable for delayed or undelivered messages.


  5. As always, message and data rates may apply for any messages sent to you from us and to us from you. You will receive up to 4 messages per month for standard account notifications, with additional messages for time-sensitive alerts. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.


  6. If you have any questions regarding privacy, please read our privacy policy: www.arrive.com/privacy

Accurate Information

You agree to provide and maintain accurate, current, and complete information about yourself and your clients (where applicable).

Compliance with Laws

You agree to use the Service in compliance with all applicable laws, regulations, and professional standards related to accounting and financial services.

Proper Use of the Platform

You agree not to misuse the Service or help anyone else do so. For example, you must not:


Probe, scan, or test the vulnerability of any system or network

Breach or otherwise circumvent any security or authentication measures

Access, tamper with, or use non-public areas or parts of the Service

Interfere with or disrupt any user, host, or network

Ownership of Platform

Arrive and its licensors exclusively own all right, title, and interest in and to the Service, including all associated intellectual property rights. You acknowledge that the Service is protected by copyright, trademark, and other laws of both the United States and foreign countries.

User-Generated Content

You retain your rights to any content you submit, post or display on or through the Service. By submitting, posting or displaying content on or through the Service, you grant us a worldwide, non-exclusive, royalty-free license to use, reproduce, modify, adapt, publish, transmit, and distribute such content.

Privacy and Data Protection

Your privacy is important to us. Our Privacy Policy, which is incorporated into these Terms, explains how we collect, use, and protect your personal information. By using our Service, you agree to the collection and use of information in accordance with our Privacy Policy.

Integrated Services

Our Service may include integrations with third-party services such as QuickBooks and Ultra Tax. These integrations are subject to their own terms and privacy policies, and we are not responsible for the practices of such third parties.

Disclaimer of Responsibility

We are not responsible for any third-party services or content made available through our Service. You irrevocably waive any claim against us with respect to such sites and third-party content.

Limitations of Liability

To the maximum extent permitted by applicable law, in no event shall Arrive, its affiliates, agents, directors, employees, suppliers or licensors be liable for any indirect, punitive, incidental, special, consequential or exemplary damages, including without limitation damages for loss of profits, goodwill, use, data or other intangible losses, arising out of or relating to the use of, or inability to use, this service.

Indemnification

You agree to defend, indemnify and hold harmless Arrive and its licensee and licensors, and their employees, contractors, agents, officers and directors, from and against any and all claims, damages, obligations, losses, liabilities, costs or debt, and expenses (including but not limited to attorney's fees), resulting from or arising out of a) your use and access of the Service, by you or any person using your account and password; b) a breach of these Terms, or c) content posted on the Service.

Arrive's Right to Terminate

We may terminate or suspend access to our Service immediately, without prior notice or liability, for any reason whatsoever, including without limitation if you breach the Terms.

User's Right to Terminate

You may terminate these Terms at any time by discontinuing use of the Service and closing your account.

Changes to Terms

We reserve the right, at our sole discretion, to modify or replace these Terms at any time. If a revision is material we will try to provide at least 30 days' notice prior to any new terms taking effect. What constitutes a material change will be determined at our sole discretion.

Terms of service

Updated on November 25, 2025

By accessing or using the Node Financial platform ("Service"), you agree to be bound by these Terms of Service ("Terms"). If you disagree with any part of the terms, then you may not access the Service.

Description of Services

Node Financial is an integrated financial technology platform that provides services to firm owners, accountants, bookkeepers, and clients. Our Network of Distribution Exposure (NODE) connects accounting and financial professionals to cutting-edge technology solutions. Our services include, but are not limited to:

• Client management and relationship tools

• Automated accounting and financial workflows

• Goal creation and tracking

• Advisory services integration

• Tax planning tools

• Secure document storage and sharing

• Integrated communication tools

• AI-powered automation assistant for process optimization

Registration Requirements

To use our Service, you must create an account. You agree to provide accurate, current, and complete information during the registration process and to update such information to keep it accurate, current, and complete.

Account Security

You are responsible for safeguarding the password that you use to access the Service and for any activities or actions under your password. You agree not to disclose your password to any third party. You must notify us immediately upon becoming aware of any breach of security or unauthorized use of your account.

Account Types

Node Financial offers three types of user accounts:

• Admin (Firm Owners): Full access to all platform features and user management.

• Bookkeepers and accountants: Access to assigned client accounts and related features.

• Client: Access to their own financial information and communication tools.

Information Sharing and Disclosure

We share information in the following ways:

• Within the Platform: Information is shared between clients, bookkeepers, and admins as necessary for providing our services. Admins have access to all activity within the platform.

• Third-Party Service Providers: We may share data with integrated services (e.g., QuickBooks, Ultra Tax) when you choose to use these integrations. These providers have their own privacy policies governing their use of your information.

• Legal Requirements: We may disclose information if required by law, regulation, or legal process.

We do not sell your personal information to third parties.

SMS Communications

Node Financial SMS Notifications:

By opting in to SMS notifications, you can receive important updates, reminders, and alerts about your account, deadlines, and financial information directly to your mobile device.

You can cancel the SMS service at any time. Just text "STOP" to the short code. After you send the SMS message "STOP" to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again.

If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at support@node.financial.

Carriers are not liable for delayed or undelivered messages.

As always, message and data rates may apply for any messages sent to you from us and to us from you. You will receive up to 4 messages per month for standard account notifications, with additional messages for time-sensitive alerts. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.

If you have any questions regarding privacy, please read our privacy policy: node.financial.com/legal


Node Financial SMS Notifications:

By opting in to SMS notifications, you can receive important updates, reminders, and alerts about your account, deadlines, and financial information directly to your mobile device.

You can cancel the SMS service at any time. Just text "STOP" to the short code. After you send the SMS message "STOP" to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again.

If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at support@node.financial.

Carriers are not liable for delayed or undelivered messages.

As always, message and data rates may apply for any messages sent to you from us and to us from you. You will receive up to 4 messages per month for standard account notifications, with additional messages for time-sensitive alerts. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.

If you have any questions regarding privacy, please read our privacy policy: node.financial.com/legal


Accurate Information

You agree to provide and maintain accurate, current, and complete information about yourself and your clients (where applicable).

Compliance with Laws

You agree to use the Service in compliance with all applicable laws, regulations, and professional standards related to accounting and financial services.

Proper Use of the Platform

You agree not to misuse the Service or help anyone else do so. For example, you must not:

• Probe, scan, or test the vulnerability of any system or network

• Breach or otherwise circumvent any security or authentication measures

• Access, tamper with, or use non-public areas or parts of the Service

• Interfere with or disrupt any user, host, or network

Ownership of Platform

Node Financial and its licensors exclusively own all right, title, and interest in and to the Service, including all associated intellectual property rights. You acknowledge that the Service is protected by copyright, trademark, and other laws of both the United States and foreign countries.

User-Generated Content

You retain your rights to any content you submit, post or display on or through the Service. By submitting, posting or displaying content on or through the Service, you grant us a worldwide, non-exclusive, royalty-free license to use, reproduce, modify, adapt, publish, transmit, and distribute such content.

Privacy and Data Protection

Your privacy is important to us. Our Privacy Policy, which is incorporated into these Terms, explains how we collect, use, and protect your personal information. By using our Service, you agree to the collection and use of information in accordance with our Privacy Policy.

Integrated Services

Our Service may include integrations with third-party services such as QuickBooks and Ultra Tax. These integrations are subject to their own terms and privacy policies, and we are not responsible for the practices of such third parties.

Disclaimer of Responsibility

We are not responsible for any third-party services or content made available through our Service. You irrevocably waive any claim against us with respect to such sites and third-party content.

Limitations of Liability

To the maximum extent permitted by applicable law, in no event shall Node Financial, its affiliates, agents, directors, employees, suppliers or licensors be liable for any indirect, punitive, incidental, special, consequential or exemplary damages, including without limitation damages for loss of profits, goodwill, use, data or other intangible losses, arising out of or relating to the use of, or inability to use, this service.

Indemnification

You agree to defend, indemnify and hold harmless Node Financial and its licensee and licensors, and their employees, contractors, agents, officers and directors, from and against any and all claims, damages, obligations, losses, liabilities, costs or debt, and expenses (including but not limited to attorney's fees), resulting from or arising out of a) your use and access of the Service, by you or any person using your account and password; b) a breach of these Terms, or c) content posted on the Service.

Node Financial's Right to Terminate

We may terminate or suspend access to our Service immediately, without prior notice or liability, for any reason whatsoever, including without limitation if you breach the Terms.

User's Right to Terminate

You may terminate these Terms at any time by discontinuing use of the Service and closing your account.

Changes to Terms

We reserve the right, at our sole discretion, to modify or replace these Terms at any time. If a revision is material we will try to provide at least 30 days' notice prior to any new terms taking effect. What constitutes a material change will be determined at our sole discretion.

Privacy policy

Updated on November 25, 2025

At Node Financial, we are committed to protecting your privacy and ensuring the security of your personal and financial information. This Privacy Policy explains how we collect, use, share, and protect your data when you use our financial technology platform and related services.

Node Financial is an advanced integrated financial technology platform designed for firm owners, bookkeepers, and clients. Our Network of Distribution Exposure (NODE) connects professionals across the accounting and financial industries to cutting-edge technology. Our platform offers a range of services including client management, automated workflows, goal tracking, advisory services, tax planning, and secure document storage. We also provide integrated communication tools and AI-powered automation to enhance productivity and streamline processes.

This Privacy Policy applies to all aspects of our platform, including our website, web application, and any mobile applications we may offer. By using Node Financial, you agree to the practices described in this policy.

Information we collect

We collect various types of personal information to provide and improve our services:

• Contact Information: This includes your name, email address, phone number, and mailing address.

• Business Information: For firm owners and bookkeepers, we collect information about your business, such as company name, tax identification numbers, and professional certifications.

• Financial Information: To provide our accounting services, we collect and process financial data, including bank account information, transaction history, and tax-related documents.

• Communication Data: We store the content of messages, emails, phone calls, and other communications that occur within our platform.


Documents and Content

Our platform allows for the storage and processing of various documents:

• Financial documents (e.g., bank statements, invoices, receipts)

• Legal documents (e.g., contracts, incorporation papers)

• Reports generated within the platform

• Any other documents uploaded by users for accounting or advisory purposes


Usage Information

We automatically collect certain information about how you use our platform:

• Log data, including IP addresses, browser type, pages visited, and time spent on the platform

• Device information, such as hardware model, operating system, and unique device identifiers

• Information collected through cookies and similar technologies (please see our separate Cookie Policy for more details)

How We Use Your Information

We use the collected information for the following purposes:

• Providing and Improving Our Services: To operate the Node Financial platform, manage client accounts, perform accounting tasks, and enhance our offerings.

• Communication: To facilitate interaction between clients, bookkeepers, and admins within the platform, and to send important notifications about your account or our services.

• Task Management and Automation: To assign, track, and automate tasks, including those performed by our AI-powered automation tools.

• Analytics and Business Intelligence: To generate insights about platform usage, improve our services, and provide admins with business performance statistics.

• Legal Compliance: To comply with applicable laws, regulations, and professional standards in the accounting and financial services industry.

Information Sharing and Disclosure

We share information in the following ways:

• Within the Platform: Information is shared between clients, bookkeepers, and admins as necessary for providing our services. Admins have access to all activity within the platform.

• Third-Party Service Providers: We may share data with integrated services (e.g., QuickBooks, Ultra Tax) when you choose to use these integrations. These providers have their own privacy policies governing their use of your information.

• Legal Requirements: We may disclose information if required by law, regulation, or legal process.

We do not sell your personal information to third parties.

Data Security

Protecting your data is our top priority. We implement robust security measures, including:

• Encryption of sensitive data both in transit and at rest

• Regular security audits and penetration testing

• Strict access controls and authentication procedures for our staff

• Employee training on data protection and privacy best practices

While we strive to use commercially acceptable means to protect your personal information, no method of transmission over the Internet or method of electronic storage is 100% secure, and we cannot guarantee its absolute security.

Your Rights and Choices

You have certain rights regarding your personal information:

• Access and Update: You can access and update much of your information directly within the platform. For information you cannot access directly, please contact us.

• Communication Preferences: You can opt out of marketing communications, although we reserve the right to send you important service-related notifications.

• Data Portability: Upon request, we will provide you with a copy of your data in a structured, commonly used, and machine-readable format.

• Deletion: You may request deletion of your personal information, subject to any legal obligations we may have to retain certain data.

To exercise these rights or for any questions about your data, please contact us using the information provided at the end of this policy.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will notify you of any material changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

Cookie policy

Updated on November 25, 2025

Node Financial uses cookies and similar technologies to provide, improve, and protect our services. This Cookie Policy explains how and why we use these technologies and the choices you have.

A cookie is a small text file that is placed on your device when you visit a website. Cookies are widely used to make websites work more efficiently and to provide information to the owners of the site. They help us recognize your device and store information about your preferences or past actions.

We use cookies and similar technologies like web beacons, pixel tags, or local storage to deliver, measure, and improve our services in various ways. We use these cookies when you visit our site and services through a browser or mobile app. As we adopt additional technologies, we may also gather additional information through other methods.

Strictly Necessary Cookies

These cookies are essential for you to browse our website and use its features. They enable core functionality such as security, network management, and accessibility. You may not opt-out of these cookies. They do not gather any information about you that could be used for marketing or remembering where you've been on the internet. Examples include:

• User authentication cookies

• User session cookies

• Security cookies

Functional Cookies

These cookies allow us to remember choices you make and provide enhanced functionality and personalization. They may be set by us or by third-party providers whose services we have added to our pages. Examples include:

• Language preference cookies

• Country/region preference cookies

• Customizable parts of the Node Financial platform

Performance Cookies

These cookies collect information about how you use our website, like which pages you visited and which links you clicked on. They help us understand and improve how the website works and allow us to test different design ideas. All information these cookies collect is aggregated and therefore anonymous. Examples include:

• Web analytics cookies

• Error management cookies

• Testing and performance cookies

Targeting/Advertising Cookies

These cookies are used to make advertising messages more relevant to you and your interests. They also perform functions like preventing the same ad from continuously reappearing, ensuring that ads are properly displayed, and in some cases selecting advertisements that are based on your interests. These cookies may be placed on our site by our advertising partners. If applicable, they may be used by those companies to build a profile of your interests and show you relevant adverts on other sites.

Third-Party Cookies

In addition to our own cookies, we may also use various third-party cookies to report usage statistics of the service, deliver advertisements on and through the service, and so on. These may include:

• Cookies from integrated services like QuickBooks or Ultra Tax

• Analytics cookies from services like Google Analytics

• Advertising cookies (if applicable)

How to Manage Cookies

Most web browsers allow you to control cookies through their settings preferences. However, if you limit the ability of websites to set cookies, you may worsen your overall user experience, since it will no longer be personalized to you. It may also stop you from saving customized settings like login information.

To manage your cookie preferences:


Google Chrome:

Click on the menu icon in the browser's toolbar, select "Settings", click on "Show advanced settings", in the "Privacy" section click on "Content settings". To enable cookies, select "Allow local data to be set". To disable cookies, select "Block sites from setting any data".


Microsoft Edge:

Click on the More icon (three dots) in the browser's toolbar, select "Settings", click on "View advanced settings", under "Cookies" select your preferred option.


Mozilla Firefox:

Click on the menu icon in the browser's toolbar, select "Options", select "Privacy & Security" panel. To enable cookies, mark "Accept cookies from websites". To disable cookies, unmark this option.


Safari:

Click on "Safari" in the top menu bar, select "Preferences", click on "Privacy". To enable cookies, select "Always" or "Only from websites I visit" under "Block cookies". To disable cookies, select "Always" under "Block cookies".

Please note that by disabling certain categories of cookies, you may be prevented from accessing some features of our website or certain content or functionality may not be available.

Most web browsers allow you to control cookies through their settings preferences. However, if you limit the ability of websites to set cookies, you may worsen your overall user experience, since it will no longer be personalized to you. It may also stop you from saving customized settings like login information.

To manage your cookie preferences:


Google Chrome:

Click on the menu icon in the browser's toolbar, select "Settings", click on "Show advanced settings", in the "Privacy" section click on "Content settings". To enable cookies, select "Allow local data to be set". To disable cookies, select "Block sites from setting any data".


Microsoft Edge:

Click on the More icon (three dots) in the browser's toolbar, select "Settings", click on "View advanced settings", under "Cookies" select your preferred option.


Mozilla Firefox:

Click on the menu icon in the browser's toolbar, select "Options", select "Privacy & Security" panel. To enable cookies, mark "Accept cookies from websites". To disable cookies, unmark this option.


Safari:

Click on "Safari" in the top menu bar, select "Preferences", click on "Privacy". To enable cookies, select "Always" or "Only from websites I visit" under "Block cookies". To disable cookies, select "Always" under "Block cookies".

Please note that by disabling certain categories of cookies, you may be prevented from accessing some features of our website or certain content or functionality may not be available.

Most web browsers allow you to control cookies through their settings preferences. However, if you limit the ability of websites to set cookies, you may worsen your overall user experience, since it will no longer be personalized to you. It may also stop you from saving customized settings like login information.

To manage your cookie preferences:


Google Chrome:

Click on the menu icon in the browser's toolbar, select "Settings", click on "Show advanced settings", in the "Privacy" section click on "Content settings". To enable cookies, select "Allow local data to be set". To disable cookies, select "Block sites from setting any data".


Microsoft Edge:

Click on the More icon (three dots) in the browser's toolbar, select "Settings", click on "View advanced settings", under "Cookies" select your preferred option.


Mozilla Firefox:

Click on the menu icon in the browser's toolbar, select "Options", select "Privacy & Security" panel. To enable cookies, mark "Accept cookies from websites". To disable cookies, unmark this option.


Safari:

Click on "Safari" in the top menu bar, select "Preferences", click on "Privacy". To enable cookies, select "Always" or "Only from websites I visit" under "Block cookies". To disable cookies, select "Always" under "Block cookies".

Please note that by disabling certain categories of cookies, you may be prevented from accessing some features of our website or certain content or functionality may not be available.

Changes to This Policy

We may update this Cookie Policy from time to time in order to reflect changes to the cookies we use or for other operational, legal, or regulatory reasons. Please revisit this policy regularly to stay informed about our use of cookies and related technologies.

We may update this Cookie Policy from time to time in order to reflect changes to the cookies we use or for other operational, legal, or regulatory reasons. Please revisit this policy regularly to stay informed about our use of cookies and related technologies.

We may update this Cookie Policy from time to time in order to reflect changes to the cookies we use or for other operational, legal, or regulatory reasons. Please revisit this policy regularly to stay informed about our use of cookies and related technologies.

Security Policy

At Node Financial, we take security seriously. This document outlines our comprehensive approach to protecting your sensitive financial data and maintaining the highest standards of security throughout our platform.

Security Architecture

Our security architecture encompasses multiple layers:

  1. Application Layer Security

  2. API Protection

  3. Database Security

  4. Infrastructure Security

  5. Network Security

  6. Data Encryption

  7. Access Controls

Registration Requirements

To use our Service, you must create an account. You agree to provide accurate, current, and complete information during the registration process and to update such information to keep it accurate, current, and complete.

Authentication & Authorization

User Authentication

• Identity Provider: Secure authentication powered by Clerk

• Multi-Factor Authentication (MFA): Required for all user accounts

• Session Management: Secure session handling with automatic expiration

• Password Security: Industry-standard password policies and secure storage


Role-Based Access Control (RBAC)

Our platform implements granular role-based access control:

• Admin Role: Full platform access and management capabilities

• Firm Partner: Firm-wide access with administrative privileges

• Accountant: Client management and financial data access

• Advisor: Limited client interaction capabilities

• Bookkeeper: Transaction and basic client data access

• Team Member: Role-specific access based on assigned responsibilities

• Client Guest: Limited access to own data and documents


API Security

• JWT-based Authentication: Secure token-based API access

• Request Rate Limiting: Protection against abuse and DDoS attacks

• CORS Protection: Strict origin validation and request filtering

• Admin Token Authentication: Separate secure authentication for administrative operations

User Authentication

• Identity Provider: Secure authentication powered by Clerk

• Multi-Factor Authentication (MFA): Required for all user accounts

• Session Management: Secure session handling with automatic expiration

• Password Security: Industry-standard password policies and secure storage


Role-Based Access Control (RBAC)

Our platform implements granular role-based access control:

• Admin Role: Full platform access and management capabilities

• Firm Partner: Firm-wide access with administrative privileges

• Accountant: Client management and financial data access

• Advisor: Limited client interaction capabilities

• Bookkeeper: Transaction and basic client data access

• Team Member: Role-specific access based on assigned responsibilities

• Client Guest: Limited access to own data and documents


API Security

• JWT-based Authentication: Secure token-based API access

• Request Rate Limiting: Protection against abuse and DDoS attacks

• CORS Protection: Strict origin validation and request filtering

• Admin Token Authentication: Separate secure authentication for administrative operations

User Authentication

• Identity Provider: Secure authentication powered by Clerk

• Multi-Factor Authentication (MFA): Required for all user accounts

• Session Management: Secure session handling with automatic expiration

• Password Security: Industry-standard password policies and secure storage


Role-Based Access Control (RBAC)

Our platform implements granular role-based access control:

• Admin Role: Full platform access and management capabilities

• Firm Partner: Firm-wide access with administrative privileges

• Accountant: Client management and financial data access

• Advisor: Limited client interaction capabilities

• Bookkeeper: Transaction and basic client data access

• Team Member: Role-specific access based on assigned responsibilities

• Client Guest: Limited access to own data and documents


API Security

• JWT-based Authentication: Secure token-based API access

• Request Rate Limiting: Protection against abuse and DDoS attacks

• CORS Protection: Strict origin validation and request filtering

• Admin Token Authentication: Separate secure authentication for administrative operations

Data Protection

Encryption Standards

• Data in Transit: All communications encrypted with TLS 1.3

• Data at Rest: AES-256 encryption for all stored data

• Database Encryption: Encrypted database storage with secure key management

• File Storage: Encrypted file storage in AWS S3 with server-side encryption


Data Handling

• Input Validation: Comprehensive validation and sanitization of all user inputs

• XSS Protection: HTML sanitization using trusted security libraries

• SQL Injection Prevention: Parameterized queries and prepared statements

• File Upload Security: Secure file validation, type checking, and malware scanning

Encryption Standards

• Data in Transit: All communications encrypted with TLS 1.3

• Data at Rest: AES-256 encryption for all stored data

• Database Encryption: Encrypted database storage with secure key management

• File Storage: Encrypted file storage in AWS S3 with server-side encryption


Data Handling

• Input Validation: Comprehensive validation and sanitization of all user inputs

• XSS Protection: HTML sanitization using trusted security libraries

• SQL Injection Prevention: Parameterized queries and prepared statements

• File Upload Security: Secure file validation, type checking, and malware scanning

Encryption Standards

• Data in Transit: All communications encrypted with TLS 1.3

• Data at Rest: AES-256 encryption for all stored data

• Database Encryption: Encrypted database storage with secure key management

• File Storage: Encrypted file storage in AWS S3 with server-side encryption


Data Handling

• Input Validation: Comprehensive validation and sanitization of all user inputs

• XSS Protection: HTML sanitization using trusted security libraries

• SQL Injection Prevention: Parameterized queries and prepared statements

• File Upload Security: Secure file validation, type checking, and malware scanning

Infrastructure Security

Cloud Security (AWS)

• VPC Isolation: Dedicated Virtual Private Cloud with private subnets

• Security Groups: Granular firewall rules and network access controls

• IAM Policies: Least-privilege access principles for all services

• SSM Integration: Secure parameter management and configuration


Container Security

• Docker Security: Minimal base images and security scanning

• ECS Security: Secure container orchestration with isolated tasks

• Image Scanning: Automated vulnerability scanning of container images


Network Security

• Load Balancer Security: Application Load Balancer with SSL termination

• VPN Access: Secure access for development and administrative tasks

• Network Monitoring: Real-time monitoring and intrusion detection

Cloud Security (AWS)

• VPC Isolation: Dedicated Virtual Private Cloud with private subnets

• Security Groups: Granular firewall rules and network access controls

• IAM Policies: Least-privilege access principles for all services

• SSM Integration: Secure parameter management and configuration


Container Security

• Docker Security: Minimal base images and security scanning

• ECS Security: Secure container orchestration with isolated tasks

• Image Scanning: Automated vulnerability scanning of container images


Network Security

• Load Balancer Security: Application Load Balancer with SSL termination

• VPN Access: Secure access for development and administrative tasks

• Network Monitoring: Real-time monitoring and intrusion detection

Cloud Security (AWS)

• VPC Isolation: Dedicated Virtual Private Cloud with private subnets

• Security Groups: Granular firewall rules and network access controls

• IAM Policies: Least-privilege access principles for all services

• SSM Integration: Secure parameter management and configuration


Container Security

• Docker Security: Minimal base images and security scanning

• ECS Security: Secure container orchestration with isolated tasks

• Image Scanning: Automated vulnerability scanning of container images


Network Security

• Load Balancer Security: Application Load Balancer with SSL termination

• VPN Access: Secure access for development and administrative tasks

• Network Monitoring: Real-time monitoring and intrusion detection

Document & File Security

Document Processing

• OCR Security: Secure document processing with AWS Textract

• File Validation: Comprehensive file type and content validation

• Virus Scanning: Automated malware detection for all uploads

• Document Encryption: End-to-end encryption for sensitive documents


File Storage

• S3 Security: Secure file storage with access controls and encryption

• Presigned URLs: Time-limited, secure access to files

• Access Logging: Comprehensive logging of all file access

Document Processing

• OCR Security: Secure document processing with AWS Textract

• File Validation: Comprehensive file type and content validation

• Virus Scanning: Automated malware detection for all uploads

• Document Encryption: End-to-end encryption for sensitive documents


File Storage

• S3 Security: Secure file storage with access controls and encryption

• Presigned URLs: Time-limited, secure access to files

• Access Logging: Comprehensive logging of all file access

Document Processing

• OCR Security: Secure document processing with AWS Textract

• File Validation: Comprehensive file type and content validation

• Virus Scanning: Automated malware detection for all uploads

• Document Encryption: End-to-end encryption for sensitive documents


File Storage

• S3 Security: Secure file storage with access controls and encryption

• Presigned URLs: Time-limited, secure access to files

• Access Logging: Comprehensive logging of all file access

Third-Party Integration Security

Secure Integrations

• Stripe: PCI-compliant payment processing

• DocuSign: Secure document signing with audit trails

• Twilio: Secure communication services

• QuickBooks: Encrypted financial data synchronization


API Security

• OAuth 2.0: Secure authorization for third-party integrations

• API Key Management: Secure storage and rotation of API keys

• Webhook Security: Signature verification for all webhooks

Secure Integrations

• Stripe: PCI-compliant payment processing

• DocuSign: Secure document signing with audit trails

• Twilio: Secure communication services

• QuickBooks: Encrypted financial data synchronization


API Security

• OAuth 2.0: Secure authorization for third-party integrations

• API Key Management: Secure storage and rotation of API keys

• Webhook Security: Signature verification for all webhooks

Secure Integrations

• Stripe: PCI-compliant payment processing

• DocuSign: Secure document signing with audit trails

• Twilio: Secure communication services

• QuickBooks: Encrypted financial data synchronization


API Security

• OAuth 2.0: Secure authorization for third-party integrations

• API Key Management: Secure storage and rotation of API keys

• Webhook Security: Signature verification for all webhooks

Data Backup & Recovery

Backup Security

• Encrypted Backups: All backups encrypted with AES-256

• Geographic Distribution: Backups stored in multiple geographic regions

• Access Controls: Strict access controls for backup systems

• Regular Testing: Automated backup integrity testing


Disaster Recovery

• RTO/RPO: Recovery Time Objective: 4 hours, Recovery Point Objective: 1 hour

• Failover Testing: Regular disaster recovery testing

• Business Continuity: Comprehensive business continuity planning

Backup Security

• Encrypted Backups: All backups encrypted with AES-256

• Geographic Distribution: Backups stored in multiple geographic regions

• Access Controls: Strict access controls for backup systems

• Regular Testing: Automated backup integrity testing


Disaster Recovery

• RTO/RPO: Recovery Time Objective: 4 hours, Recovery Point Objective: 1 hour

• Failover Testing: Regular disaster recovery testing

• Business Continuity: Comprehensive business continuity planning

Backup Security

• Encrypted Backups: All backups encrypted with AES-256

• Geographic Distribution: Backups stored in multiple geographic regions

• Access Controls: Strict access controls for backup systems

• Regular Testing: Automated backup integrity testing


Disaster Recovery

• RTO/RPO: Recovery Time Objective: 4 hours, Recovery Point Objective: 1 hour

• Failover Testing: Regular disaster recovery testing

• Business Continuity: Comprehensive business continuity planning

User Security Best Practices

Account Security

• Enable multi-factor authentication (MFA)

• Use strong, unique passwords

• Regularly review account activity

• Report suspicious activity immediately


Data Security

• Avoid sharing login credentials

• Use secure networks for platform access

• Keep browsers and devices updated

• Log out when finished using the platform

Account Security

• Enable multi-factor authentication (MFA)

• Use strong, unique passwords

• Regularly review account activity

• Report suspicious activity immediately


Data Security

• Avoid sharing login credentials

• Use secure networks for platform access

• Keep browsers and devices updated

• Log out when finished using the platform

Account Security

• Enable multi-factor authentication (MFA)

• Use strong, unique passwords

• Regularly review account activity

• Report suspicious activity immediately


Data Security

• Avoid sharing login credentials

• Use secure networks for platform access

• Keep browsers and devices updated

• Log out when finished using the platform

Reporting Security Issues

For questions about our security practices or to report a security concern, please contact our security team at support@node.financial.