How we protect your data
Your data is encrypted whenever it is sent and whenever it is stored. Documents stay private by default.
Each person on your workspace only sees what they need to. Sign in with a password or with Google.
Every workspace is kept separate. Your information is only visible to you and the people you invite.
We keep a record of important actions so we can spot anything unusual. Sensitive details like passwords are never stored in those records.
We run on trusted cloud providers with strong protections in place to keep your account safe.
Card and bank details are handled by a trusted payments partner and never touch our servers.
You can request export, correction, or deletion of your data, subject to legal and tax-record retention requirements.
Your data is backed up continuously, so it can be restored quickly at your request.
We collect only what we need, and your information is never sold — and never shared except with the advisor you choose and the vetted providers that run the platform.
Compliance