Built so your paperwork stays private
You are handing us closing disclosures, mortgage statements and tax bills. Here is exactly how that information is handled.
Your records are yours alone
Every row of your data is tied to your account and enforced at the database level, not just in the app. No other customer — and no staff member — can read it by default.
Private document storage
Uploads live in a private vault. Files are served through short-lived links generated only for you or for someone you explicitly shared with.
Sharing that expires
Send a report to your accountant, one project to a contractor, or a unit to a tenant. Each share has a scope and an expiry date, and you can revoke it in one tap.
You can see who looked
Views, downloads, shares and exports are recorded in plain language on your access-activity page — including any authorized support access.
Support access is time-boxed
Our team cannot browse your records. Support access must be requested with a reason, approved, and it expires automatically — every time.
Export or delete on request
Download everything you have entered as spreadsheets at any time, or request account deletion with a grace period before it is final.
A note on tax rules
Classifications — what adds to your basis, what is a repair, what may be deductible — come from a versioned ruleset with a published IRS source attached to each line. Saved reports keep the rule version that produced them, so a report you generated last year still reads the same today. This is an organization and estimation tool, not tax-preparation, legal, accounting or appraisal software.
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