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Missing Toolkit Templates

Security

Your documents contain your customers' details, your pricing, and your business. Here's exactly how Missing Toolkit: Templates protects them.

Reviewed by Intuit and listed in the QuickBooks App Store

Intuit requires every app to pass a security review, including independent security testing, before it is allowed to connect to customer QuickBooks data or appear in their marketplace. Missing Toolkit: Templates has passed that review and is listed.

How your documents are protected

Private, encrypted storage

Generated documents are stored in private cloud storage on Amazon Web Services and encrypted while stored. They are never published to the open internet.

No public link exists

There is no public web address for your documents — not a hidden one, not a hard-to-guess one. Files are never handed out as direct storage links.

Every download is authorized

Downloads pass through the application, which verifies the document belongs to your account before releasing the file. No one else can retrieve it, even with the link.

Encrypted in transit

Every transfer between your browser and the application is encrypted with HTTPS, enforced on every request.

You control what is kept

Delete any generated document whenever you like and it is removed from storage. Document previews are deleted automatically within 24 hours.

Your QuickBooks stays yours

You connect through Intuit's own secure authorization — we never see your QuickBooks password. Revoke access at any time from either side.

Protecting your account

Documents are only as safe as the account that reaches them, so account security gets the same attention.

  • Two-factor authentication available on every account
  • Rate limiting and brute-force protection on sign-in
  • Sessions invalidated everywhere when you change your password
  • QuickBooks access keys encrypted where they are stored
  • Automated daily backups of account data

Answering your own clients' questions?

Accountants and consultants recommending Missing Toolkit: Templates are welcome to share this page. For a fuller write-up, see the security documentation — and if your policies require that generated documents are never stored at all, get in touch and we'll talk through the options.

Start generating documents today

Sign up for Missing Toolkit: Templates and see how easy document generation can be.

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