Security

Your Data Is Safe With Us

We protect your sensitive tax data with enterprise-grade security.

Encryption

Always Encrypted

Your data is encrypted at rest and in transit

Privacy

Never Sold

Your data is yours. We never sell or share it.

Infrastructure

US-Based

All data stored in United States data centers

Free Extension Tool

Your Client Data Stays on Your Computer

Browser Processing

CSV files are processed in your browser, not uploaded to our servers

Local PDFs

Forms are generated on your device and downloaded directly

No Storage

We don't store your client names, EINs, or addresses

Note: We use AI to map your CSV columns. Only column headers and one sample row are sent for processing — your full client list never leaves your browser.

What We Promise

Secure password storage — we never see your password
Delete your account anytime — data removed within 30 days
No data sharing with third parties for marketing
Incident notification within 72 hours if anything happens

Questions?

We're Here to Help

Have questions about how we handle your data? Reach out anytime.

Contact UsPrivacy Policy

Last updated: January 30, 2026