Privacy policy

When you use the website, package, API, or Cloud workspace, we may collect account information, workspace information, billing records, support messages, usage events, device metadata, and technical logs needed to operate the service.

Client and tax records added to Cloud remain workspace data. Firms should only upload data they are authorized to process.

Information is used to provide the product, maintain security, process support requests, improve reliability, and communicate important service updates.

We do not sell workspace data. Access to workspace data is limited to product operation, support, security, compliance, and legal obligations.

Workspace owners can request export or deletion support through the contact page. Some records may be retained where required for security, billing, audit, or legal purposes.

You can avoid sending sensitive information in support messages unless it is required to troubleshoot the issue.