Data and
Privacy Policy
WorkpaperPro™ was built for American accounting practices. Our architecture focuses on safeguarding your digital space, ensuring private records stay inside your own secure network infrastructure.
Website Data Collection
Our team gathers basic contact details like your name, professional email, company, and title. This info is utilized strictly for managing test phases and addressing individual corporate requests.
Zero Client Tax Data Storage
WorkpaperPro™ does not collect or store client tax return data. All source documents and workpapers remain on your firm's own computer, and all AI processing is performed using your firm's own Anthropic Claude API key.
marketing use
Your details are only used for vital security alerts or answering your questions. We refuse to run subscription newsletters or trade your firm's private data with any outside marketing entities.
ga & cookies
To provide better service to your firm, we use Google Analytics and standard cookies to monitor site utility and the effectiveness of our platform.
data retention
Enterprise records are kept for the duration required by legal mandates and to stay aligned with the specific regulatory standards of US tax software providers.
Contact Information
For privacy inquiries or technical documentation regarding data residency, contact our US-based compliance team at rich@661cpa.com