Plain English, because that's how we keep books too. Last updated September 15, 2026.
Enquiry details. When you send the consultation form we receive your name, company, email, platform and rough document volume. The form is delivered by Web3Forms, a form-delivery processor that forwards the submission to our inbox; we don't run analytics trackers or advertising pixels on this site.
Your books and documents. If you become a client, you send documents in by email or we collect them from your connected sources, each document is attached to its transaction in your accounting platform, and every action the agent takes is logged. If you opt for it, we also file the complete set in a dedicated, access-controlled Microsoft SharePoint folder for your engagement that you can view at any time. Your documents are handed over to you in full if the engagement ends. In your accounting platform — QuickBooks, Xero or another — we work as a named bookkeeper user under your admin, or, if you choose, under a SortKai-managed subscription that transfers into your name whenever you ask; either way every entry is attributed and platform access is yours to revoke, in about a minute, any time.
We don't sell or rent your information. We don't use your documents or your ledger to train any AI model. We don't move your books into a platform we own unless you ask us to manage a subscription for you — and then it transfers into your name whenever you ask.
Your accounting platform, our correspondence with you, and — if you choose the option — a SharePoint document folder for your engagement: all in your control or under contract. Service providers we rely on (form delivery, email) receive only what they need to deliver the message. We serve clients worldwide and honor data-protection rights — access, correction, deletion — wherever you are, GDPR included.
Enquiry emails are kept while we correspond and deleted on request. Client records are kept for the length of the engagement plus the record-keeping period your jurisdiction requires of businesses; when you leave, your ledger access and the complete document archive are handed over to you.
Write to info@sortkai.com — data requests are answered by a founder, in writing, within one business day.
