At YourQBGuru, your privacy and security are always top priorities. That’s why we use ImagineTime, a secure portal that makes it easy for you to share documents with us—on your schedule—without logging into QuickBooks.
But before diving into how ImagineTime works, let’s talk about why security matters.
Why Security Is So Important
Have you ever emailed us your bank statements?
We strongly discourage this. Here’s why:
- Statements often include check images. These images display your account number.
- Email is not secure. Hacked email accounts are increasingly common. Once compromised, hackers can access attachments like your statements or checks.
That’s a risk we never want you to take.
Why We Love ImagineTime
Our secure portal, ImagineTime, keeps your sensitive information protected while making document sharing convenient. With ImagineTime, you can safely send us:
- Bank and credit card statements
- W9s
- Liability details
- Any other files containing personal or financial information
We also make it easy to use: every reminder and newsletter we send out includes a direct link to ImagineTime.
Making ImagineTime Work for You
Not everyone wants another username and password—but if you’d like the ability to see what you’ve uploaded in the past, we can invite you to your personalized folder.
- Just email Jennifer at jennifer@yourqbguru.com to request access.
- Once set up, you’ll be able to log in anytime through the portal link on our website (look for the green heading in the upper right corner at www.yourqbguru.com).
This gives you an added layer of convenience and control while keeping your information secure.
The Bottom Line
Email is quick—but not safe. ImagineTime offers you a smarter, safer, and more flexible way to share your important documents with us. At YourQBGuru, we’re committed to protecting your information while making bookkeeping as stress-free as possible.