Your information and your choices
When you start as a guest
Guided answers and reusable guest information are saved in your browser. Use a private device. Documents you upload for checking are sent to the service for processing. You can clear browser preparation from the browser-data controls.
When you save to an account
Saved profile details and guided form answers are encrypted in the application’s database. Document storage and document-processing services have separate safeguards; this does not mean every file is encrypted by the profile system.
Who can access a case
Signed-in case access is checked against account and workspace permissions. If you work with a provider or firm, permitted case staff can access the information needed for that case. Operational access is governed separately.
Document processing
Uploaded files may be sent to configured storage, scanning, and document-reading services. Automated extraction can be wrong. Check extracted facts against the original document before using them.
Deleting your information
Browser preparation can be cleared separately from account data. Signed-in account settings provide deletion controls and requests. Archiving hides a case from active work; it does not delete it. Shared cases may require the responsible owner’s review.