Manage client financial logins without the security risk
TeamPassword helps accounting and bookkeeping firms share QuickBooks, bank portal, and tax software credentials securely. SOC 2 compliant.
Start Free 14-Day TrialNo credit card required · SOC 2 compliant
Accounting firms handle the most sensitive credentials
Financial system access
QuickBooks, Xero, bank portals, payroll systems: your team accesses the most sensitive financial data for multiple clients.
Compliance requirements
Accounting firms face regulatory requirements around data security. Spreadsheet-based password sharing doesn't cut it.
Seasonal staff risks
During tax season, temporary staff need access to client systems. Managing and revoking that access is critical.
Financial-grade credential management, simple setup
Client-by-client organization
Each client's QuickBooks, bank logins, and tax software credentials in a separate, access-controlled group.
One Time Secret for client credentials
Share login info with clients via self-destructing links, never email bank passwords again.
Seasonal staff management
Add temporary tax-season staff to specific client groups. When the season ends, revoke all access in seconds.
SOC 2 compliance-friendly audit trail
Full log of who accessed which credentials and when. Perfect for compliance documentation and client assurance.
One Time Secret: share passwords outside your team securely
Need to share a password with a client, vendor, or external partner? One Time Secret lets you create a secure, self-destructing link that can only be viewed once. No need to add external users to your team account.
- Password can only be viewed once, then it's gone forever
- No more emailing or Slack-messaging sensitive credentials
- Share directly from your TeamPassword dashboard
- Perfect for client onboarding and vendor handoffs
"This feature is incredibly useful. It allows me to share passwords with external members without the need to add them to our team, streamlining our workflow and enhancing security."
SOC 2 Compliant
Your trust is our top priority. TeamPassword follows the principles of SOC 2, the gold standard for security in cloud-based services, ensuring your data is protected at every level.
Security
Protection against unauthorized access
Availability
Systems operational and maintained
Processing Integrity
Systems function without error
Confidentiality
Data protected from disclosure
Privacy
Personal info handled responsibly
Recommended reading
Small Business Password Management: The Best Password Tools
Find the best password management solution for your accounting firm.
Read on the TeamPassword blogWhat is Password Encryption and How Does It Work?
Understand the encryption protecting your clients' financial credentials.
Read on the TeamPassword blogWhat is Identity as a Service (IDaaS)?
Learn about modern identity and access management for financial firms.
Read on the TeamPassword blogFrequently asked questions
Is TeamPassword secure enough for bank and financial logins?
Yes. AES-256 encryption, zero-knowledge architecture, SOC 2 compliance, and full audit trails meet the security standards accounting firms need.
Can temporary tax-season staff use it?
Yes. Add them to specific client groups during tax season. When it's over, remove them and all access is revoked instantly.
Does it work with QuickBooks and Xero?
TeamPassword works with any web-based tool via the browser extension: QuickBooks, Xero, bank portals, and more.
Ready to secure your team's passwords?
Start your free 14-day trial. No credit card required. No IT setup needed.
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