Draft. To be finalized with counsel.

Privacy

The short version: you decide what we see, we never connect to your bank, and you can delete everything.

What we collect

Your waitlist answers (name, email, states, what’s on your return, filing status and how you file today) and any documents you choose to upload.

What we don’t do

We don’t connect to your bank or ask for bank logins. We don’t sell your data or use it for advertising.

How we use your documents

Before your invite, only our team can open them, and only to set up your account and make sure imports from your employer or broker work. Once your account opens they become part of your records.

Sharing you control

A CPA or an AI agent sees your data only if you invite them, only the parts you allow, and only until you revoke access.

Keeping and deleting

You can export everything or delete any document, or your whole account, at any time.

Contact

Questions about privacy: [email protected].