Summary
Distinguish a trial tool from an implementation service. ACC's materials describe in-browser file processing for the trial review tool; this should not be generalized into a commitment for every system. For a real project, confirm the processing chain in writing.
A common situation
Illustrative scenario: An accountant is about to upload an invoice spreadsheet into a tool when she remembers that the file also contains a partner's bank account details. That hesitation is not resistance to technology. It is the right question: where will this data go?
Three steps you can try
- Try sample data first.
- Ask where processing happens and who can view the data.
- Confirm the retention period and deletion method.
What to remember
Distinguish a trial tool from an implementation service. ACC's materials describe in-browser file processing for the trial review tool; this should not be generalized into a commitment for every system. For a real project, confirm the processing chain in writing.
This is a hypothetical illustration, not an ACC customer testimonial or project result.
