Kesef Accounting Sub-processors
Updated as of October 1, 2026
Any capitalized terms used below but not defined will have the respective meanings given to them in the Kesef Accounting Terms of Service (the “Terms”) or the Kesef Accounting Data Processing Agreement (the “DPA”), as applicable.
From time to time, Kesef engages Sub-processors to assist Kesef in delivering Services to you. Sub-processors are service providers who have or potentially will have access to or process Personal Data in support of Kesef's delivery of the Services. Please review our DPA for additional information.
| Name | Personal Data | Purpose of Processing | Sub-processor Country |
|---|---|---|---|
| 1Password | Usernames, passwords, access credentials, secure notes, and related account information | Credential management | United States |
| Anthropic | Client financial records, bank account details, vendor/payee names, Member and synagogue contact and program information, employee records, Member/payer names, payment amounts | Data aggregation, reconciliation, and reporting | United States |
| AWS | Client financial records, employee records, and other files/data hosted on virtual desktops | Hosting client virtual desktops and IT infrastructure | United States |
| Bill.com | Bank account details, Credit Card details, payment amounts, contact information | Automating accounts payable, processing vendor invoice approvals, executing ACH/check payments | United States |
| CloudDesk (cdesks.com) | Client financial records contained in QuickBooks Enterprise Desktop | Hosting of servers containing QuickBooks Enterprise Desktop files | United States |
| DocuSign | Signer names, email addresses, and signature/document data | Electronic signature and document execution | United States |
| Guru & Jana | Client financial records, bank account details, vendor/payee names, Member and synagogue contact and program information, employee records, Member/payer names, payment amounts | Maintaining client general ledgers, recording transactions, generating financial statements, manual data entry | India |
| HubSpot | Contact information (names, emails, phone numbers) of leads and clients | Customer relationship management (CRM) and marketing/sales communications | United States |
| Linked2Pay | Account holder names and contact information, payment amounts, bank account details | Depositing client member check payments | United States |
| Microsoft | Client names, financial documents, bank statements, contracts, employee records | Storing and collaborating on client financial documents and internal records | United States |
| Monday.com | Member and synagogue contact details and program information | Internal project management and client relationship tracking | United States |
| OpenAI | Client financial records, bank account details, vendor/payee names, Member and synagogue contact and program information, employee records, Member/payer names, payment amounts | Data aggregation, reconciliation, and reporting | United States |
| QuickBooks | Client financial records, bank account details, vendor/payee names, employee payroll data | Maintaining client general ledgers, recording transactions, generating financial statements | United States |
| Reach | Financial and accounting records, transaction data, account balances, and related customer/vendor information | Financial reporting and analytics | United States |
| Salesforce | Client contact and relationship data | Customer relationship management (CRM) / donor management | United States |
| Shulcloud | Member/synagogue contact details, financial data, and program information | Processing member and donor payments on behalf of synagogue clients | United States |
| Tax1099/Zenwork | Names, addresses, contact information, SSNs/EINs, compensation/payment amounts, withholding information, and other tax-filing data | Tax preparation and electronic filing | United States |
| Today Payments | Account holder names and contact information, payment amounts, bank account details | Depositing client member check payments | United States |
| VersaPay | Contact, billing, invoice, transaction, bank account, and payment information | Accounts receivable and payment processing | United States |
| Vitally | Client email addresses and communication | Customer success platform / account management tracking | United States |