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Privacy & Security

Effective Date: Edition 2026

1. Client Confidentiality

Client details, billing documents, and transactional entries are strictly isolated to your business workspace. We do not sell or monetize client financial data.

2. Secure Client Links

Client document portals are accessible via unique, secure links. Clients do not need passwords or account credentials to view and acknowledge issued invoices.

3. Data Protection Standards

All user sessions and data are protected using industry-standard encryption and secure cookies.