Your information
deserves protection.

Privacy notice — draft

We collect information you provide when you contact us, create a portal account, initiate a tax intake, and upload documents. We use that information to respond to requests and support the services you request. Authorized staff can access client files as needed to provide services.

Uploaded documents are encrypted in the application storage. Account passwords are hashed. Case access is restricted to the account holder and authorized staff. Service providers may process information when configured for hosting or support.

Retention periods are determined by applicable legal, regulatory, professional and contractual obligations, including applicable preservation holds. Contact the business to ask about access, correction or data handling requests.

Important: This is a starter notice, not a complete legal privacy statement. Before launch, finalize contact information, disclosures under applicable law, third-party providers, safeguards, retention schedules and breach procedures.