Security

We understand that by using Projection Genie, you’re entrusting us with one of your most valuable assets—your company’s financial data, or that of your clients. We take this responsibility seriously.

While we don’t disclose every detail of our security practices for safety reasons, we believe in transparency where it counts. What follows is an overview of the key principles and safeguards that guide our approach to protecting your data.

1. You own your data

At Projection Genie, we consider ourselves caretakers of your financial data—never owners. You remain in full control.

When you delete a project that includes imported data from a cloud accounting system (e.g., QuickBooks Online), we also delete the associated access tokens, ensuring we can no longer access your company data through the provider’s API.

If you wish to permanently remove a company from Projection Genie, simply delete the associated project from within the software. While a copy of the data may remain in our encrypted backups for a limited period (as part of our disaster recovery process), it is automatically purged after that retention window, ensuring your data is fully removed from our systems.

2. Security is an Ongoing Commitment

At Projection Genie, we recognize that security is not a one-time effort. We continuously evaluate and strengthen our security posture through internal reviews and documentation processes.

To complement our internal efforts, we regularly engage independent security experts to conduct thorough assessments of our platform. These external reviews offer a fresh perspective and help ensure we stay current with evolving security best practices and emerging threats.

3. Availability is important

The availability of your data is crucial to your use of Projection Genie software.

We back up and encrypt sensitive data using 256-bit AES encryption. All backups are securely stored in geographically redundant cloud infrastructure to ensure high availability and data protection.

In the event of a disaster or regional outage, our systems can quickly recover using these secure backups, allowing Projection Genie software to remain available without significant interruption.

Hosting & Physical Security

Projection Genie is hosted on Digital Ocean, a highly scalable cloud computing platform with end-to-end security and privacy features built in. Our team takes additional measures to maintain a secure infrastructure and application environment.

For more specific details regarding Digital Ocean’s security, please refer to https://www.digitalocean.com/security.

User access

Within each account and project within it, Projection Genie provides for multiple levels of access to confidential customer data. You can invite or remove individual users from your project at any time.

Select Projection Genie staff can also access your data, for support purposes only, and only when you provide permission.

Data protection & backup

We backup customer data daily.

Company-specific data is kept separate through logical separation at the data tier, based on application-level access permissions and roles.

How can you stay protected?

Here are some simple steps you can take to stay protected:

    1. Create a password nobody can guess, with numbers and special characters.
    2. Don’t share your password with anybody.
    3. Don’t write your password on a sticky note and attach it to your computer.
    4. Keep your browser software up to date. We use and recommend Google Chrome.

SSL

Secure Sockets Layer (SSL) is an encryption technology used to protect data as it travels over the internet.

All Projection Genie application communications are encrypted with 128-bit SSL, providing a level of encryption comparable to that used by banks and financial institutions.

Passwords

Best practices are used in the transmission and storage of passwords within Projection Genie.

All users are required to choose a strong password, and automatic account lockout is enforced after multiple failed login attempts to protect against unauthorized access.

If you are inactive for an extended period while still logged in to Projection Genie, you will be automatically logged out.

Third party audits and inspections

Projection Genie engages independent security professionals to conduct regular assessments of our application. These reviews include penetration testing, vulnerability scanning, and secure code evaluations to help ensure the safety of our platform and customer data.

Privacy

For more information on how Projection Genie treats your personal information please see our Privacy Policy.