Keep private files out of the help form.
Tell us the problem in simple words.
We will plan a safe file handoff later.
The form is for a first note.
Do not add bank numbers, passwords, or private files.
Share only what each step needs.
The first step needs very little.
| Step | What to share | What to keep out |
|---|---|---|
| Help form | Name, email, and a short note | Bank files, passwords, and account numbers |
| Plan call | Only the facts needed to make a plan | Files no one has asked for |
| Start | Names, roles, and safe access | Anything outside the plan |
| Book work | The book files in your plan | Other private files |
People still own each step.
Access
- We name who needs the files.
- We say why they need them.
- We keep the public site apart from the client area.
Checks
- A person makes the books.
- Another person checks the work.
- Open questions stay easy to see.
Good steps for you.
- Keep private files out of the help form.
- Ask who will see your files.
- Ask why each person needs them.
- Use client sign in only if you have an account.
You can also read our privacy note and terms.
Start with a short note.
We will plan the safe handoff with you.