Draft — review required
This page is a product-launch draft, not a final legal policy. It must be reviewed and approved by qualified counsel before production use.
Privacy Policy
Last updated July 22, 2026
Information collected
We collect account details, tax intake answers, uploaded documents, and service activity needed to operate the member workflow.
How information is used
Information is used to provide the intake and review service, communicate about missing information, secure accounts, and maintain operational records.
Storage and access
Application records are stored in Neon Postgres. Uploaded documents are stored in private Vercel Blob storage and require authenticated, scoped access.
Retention and rights
Final retention periods, deletion procedures, and jurisdiction-specific privacy rights must be confirmed before production launch.