Data & Privacy Policy
Website Data Collection
We collect essential administrative information including name, firm email, firm name, and professional role. This data is used solely to facilitate pilot programs and respond to specific business inquiries.
WorkpaperPro is engineered specifically for US-based CPA firms. We prioritize the security of your professional ecosystem, ensuring that sensitive data remains within your trusted technical boundaries.
Zero Client Tax Data Storage
WorkpaperPro does not collect or store client tax return data. All analysis and workflow processing occur exclusively within the firm's own Microsoft 365 and/or Claude environments.
Marketing Use (No Newsletters)
Your contact details may be used to provide important security updates or response to direct inquiries. We do not maintain marketing newsletters or sell firm data to third-party advertisers.
GA & Cookies
We utilize Google Analytics and basic functional cookies to optimize website performance and analyze interface engagement for better firm support.
Data Retention
Firm-level data is retained only as long as necessary to fulfill business obligations and ensure compliance with US professional tax software regulations.
Contact Information
For privacy inquiries or technical documentation regarding data residency, contact our US-based compliance team at privacy@workpaperpro.com.