Reviewed by Jeff Harms
Director, Advisory Services at OCD tech
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Updated Oct, 3
Discover if FreshBooks meets GDPR compliance standards to protect your data and ensure privacy in your accounting software.
Director, Advisory Services at OCD tech
Updated Oct, 3
Guide
Yes, FreshBooks is designed to be GDPR compliant, offering built-in security features and data management tools that align with GDPR requirements. However, how you configure and manage your data also plays a crucial role in full compliance.
FreshBooks has implemented a variety of security measures and data protection practices to ensure it meets the standards set by the General Data Protection Regulation (GDPR). GDPR is a comprehensive law in the European Union designed to protect personal data and privacy, and it requires businesses to ensure clarity, transparency, and accountability in how they handle personal information.
Key aspects of FreshBooks' approach include:
Data Protection Measures - FreshBooks employs advanced encryption methods and secure storage solutions to ensure that personal data is shielded from unauthorized access.
User Consent and Rights - The platform facilitates obtaining explicit user consent for data processing and supports critical GDPR rights, such as accessing, correcting, or deleting personal data.
Data Minimization - FreshBooks collects only the data necessary for providing its invoicing and accounting services, thereby reducing potential risks associated with excessive data storage.
Transparency and Accountability - Through clear privacy policies and data processing agreements, FreshBooks informs users about how their data is being used and stored.
Incident Response - Their built-in breach detection and response protocols ensure that any incidents are managed quickly and reported as required by GDPR.
While FreshBooks offers a solid framework for GDPR compliance, the responsibility is shared with you—the user—to configure and manage data practices appropriately. This means ensuring that you use the available tools correctly and continuously monitor your overall data protection strategies.
For tailored guidance, we at OCD Tech recommend consulting with experts who can conduct a readiness assessment and provide a comprehensive plan to secure your data environment effectively.
By keeping these measures in mind, you can confidently leverage FreshBooks' features to meet GDPR requirements while maintaining a secure and compliant data handling process.
What is...
Explore how FreshBooks integrates GDPR compliance to protect your data privacy and ensure secure financial management.
FreshBooks is a cloud-based accounting and invoicing solution tailored for small businesses and freelancers. Beyond simplifying financial management, it incorporates rigorous GDPR compliance measures to secure client data. Designed with robust encryption, secure access protocols, and automated compliance tools, FreshBooks ensures data protection that aligns with European regulations. This platform not only streamlines bookkeeping but also demonstrates a solid commitment to cybersecurity and data privacy.
Key GDPR compliance elements include:
The General Data Protection Regulation (GDPR) is an extensive EU data protection law ensuring robust privacy and security of personal data. In terms of FreshBooks, GDPR compliance means that all client financial and personal data is managed with enhanced cybersecurity measures, transparent consent procedures, and breach notifications. FreshBooks aligns with these strict standards by using encrypted data storage and secure transmission protocols to protect sensitive accounting details.
Implementing GDPR allows FreshBooks to build trust with its users and adhere to essential EU data protection practices, making it a reliable choice for businesses.
Data Encryption: Secure storage and transfer of all personal financial data.
User Consent: Transparent processes to ensure users authorize data usage.
Timely Breach Notifications: Immediate response protocols for any data incidents.
Privacy-By-Design: Integrated security measures throughout FreshBooks' platform.
For a detailed breakdown of the specific security configurations needed for compliance, our article provides a comprehensive walkthrough.
The first thing you should do is turn on multi-factor authentication. Our simple guide shows you how to do it in just a few minutes.
Learn how to enable 2FA/MFA on your FreshBooks account for stronger security. Step-by-step guide to protect your financial data with two-factor authentication.
Read More
OCD Tech offers a comprehensive suite of cybersecurity and IT assurance services, including SOC 2/3 and SOC for Cybersecurity reporting, IT vulnerability and penetration testing, privileged access management, social engineering assessments, virtual CISO (vCISO) support, IT general controls audits, WISP development, and compliance assistance for frameworks like CMMC, DFARS, and FTC Safeguards.
OCD Tech specializes in serving highly regulated sectors such as financial services, government, higher education, auto dealerships, enterprise organizations, and not-for-profits throughout New England.
Typically, OCD Tech’s on-site work spans 1–2 days, depending on complexity and number of sites, followed by 1–2 weeks of analysis and reporting to deliver clear, actionable recommendations.
SOC 2 reporting demonstrates to clients and prospects that an organization follows best-in-class controls over security, availability, processing integrity, confidentiality, and privacy—boosting trust, meeting RFP/due diligence requirements, and helping secure contracts. OCD Tech helps organizations achieve and maintain this compliance.
Yes—OCD Tech provides guidance for compliance with DFARS (NIST 800‑171), CMMC (Levels 1–3), and FTC Safeguards, ensuring organizations meet specific government or industry-based cybersecurity mandates.
A virtual CISO delivers strategic, executive-level cybersecurity leadership as a service. OCD Tech’s vCISO service is ideal for organizations lacking a full-time CISO and helps build programs, define policy, oversee risk, and guide security maturity.
Absolutely. OCD Tech provides tailored internal IT Audit training and security awareness sessions, plus annual reviews of Written Information Security Programs (WISP), such as Massachusetts 201 CMR 17 and other state or industry-specific controls.
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IT Audit | Cybersecurity | IT Assurance | IT Security Consultants – OCD Tech is a technology consulting firm serving the IT security and consulting needs of businesses in Boston (MA), Braintree (MA) and across New England. We primarily serve Fortune 500 companies including auto dealers, financial institutions, higher education, government contractors, and not-for-profit organizations with SOC 2 reporting, CMMC readiness, IT Security Audits, Penetration Testing and Vulnerability Assessments. We also provide dark web monitoring, DFARS compliance, and IT general controls review.
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