Privacy
Privacy for record organization.
Plain-language terms for a narrow freelancer record-prep workflow.
Privacy section 01
This privacy policy explains how the site and record-organization service handle information connected with a client request. The site is designed for a narrow workflow: a visitor reviews the service, opens an intake draft, and decides what information to send. The service uses the information supplied by the client to evaluate scope, arrange records, prepare folder maps, write missing-item lists, and create handoff summaries. It does not sell personal information.
Privacy section 02
Information a client may choose to provide includes name, reply address, business activity description, tax year, payer names, platform names, file notes, exported statements, receipt copies, mileage notes, folder names, and brief explanations of missing or unclear records. Clients should avoid sending unrelated sensitive information. When possible, they should mask details that are not needed for organization, while keeping enough context for records to be grouped accurately.
Privacy section 03
The site uses a mail-draft workflow rather than a server-side submission system. The visitor reviews the draft in their own mail application before sending. Once sent, the message and attachments are handled by the mail providers involved in transmission and by the receiving mailbox used for the project. The service then uses the information for intake review, project communication, record sorting, quality checks, and ordinary business administration related to the requested work.
Privacy section 04
The service may create working notes while sorting records. Working notes can include file names, categories, date ranges, missing-item descriptions, and questions for later review. These notes are used to produce the requested deliverables. They are not intended to replace professional advice, accounting records, tax returns, or the client's own document archive. The client should keep separate backups of all records they provide.
Privacy section 05
The website uses essential local browser storage for the cookie notice so the banner does not appear every time a visitor views another page. This local storage is limited to the visitor's browser and is not used to identify a person across other websites. The site does not include advertising pixels, behavioral tracking scripts, analytics tags, chat widgets, or third-party consent-management scripts in the canonical build.
Privacy section 06
Basic hosting logs may be created by the web host that serves the public pages. Those logs can include IP address, browser type, requested URL, referring URL, and time of request. Hosting logs are used for security, troubleshooting, uptime review, and abuse prevention. They are not used to build advertising profiles. Retention and access for those logs depend on the hosting environment chosen for the public site.
Privacy section 07
Information is shared only when needed to provide the service, operate the website, comply with law, protect rights, or complete ordinary business administration. The service does not publish client records or use them as public examples. If a client separately hires a tax professional, accountant, attorney, or other reviewer, sharing records with that professional is the client's decision and should be governed by that professional's own engagement terms.
Privacy section 08
Reasonable administrative, technical, and organizational safeguards are used to limit access to project information. No online workflow can be guaranteed perfectly secure. Clients should avoid sending unnecessary sensitive data, should use secure accounts they control, and should keep their own records. If a client believes a message was sent to the wrong destination or contained unnecessary sensitive content, they should use the intake workflow promptly to request correction or deletion where practical.
Privacy section 09
Project information is kept only as long as reasonably needed for intake review, active work, revision handling, payment records, ordinary business records, dispute prevention, security, or legal obligations. Working files may be removed after the active project period. Some limited records, such as invoices, scope notes, and correspondence summaries, may be retained longer for business administration. The service is not a long-term archive for tax or business records.
Privacy section 10
Clients may request access, correction, or deletion of information associated with their project, subject to practical limits and legal retention needs. A request should identify the project and the information at issue. Deletion may not be possible for information already included in backups, ordinary business records, or records that must be kept for security, accounting, dispute handling, or legal reasons. Future use can still be limited where appropriate.
Privacy section 11
The site is intended for adults managing freelance or small-business records in the United States. It is not designed for children and does not knowingly request information from children. Visitors should not submit information on behalf of another person unless they have authority to do so and understand that the submitted records may be used to organize a project packet.
Privacy section 12
This policy describes the current canonical site workflow and the current record-organization service. It avoids hypothetical claims about tools that are not part of the site. If the service materially changes its data practices, the policy should be revised so visitors can understand the actual workflow before sending project information.