Privacy policy

What this service is

Doc Room is a document collection tool for tax preparers (CPAs and enrolled agents). A preparer sends their client a private link; the client uploads documents such as W-2s, 1099s, and ID; the preparer downloads them. We are not a tax preparer and do not prepare, review, or file tax returns.

Whose data this is

We store tax documents on behalf of the preparer who sent the link. The preparer decides what to request and what to do with what you upload. Their own privacy obligations to you as a client still apply.

What we collect

• From preparers: name, email, firm name, and account settings.
• About clients, entered by the preparer: name, email, optional mobile number, notes, tax year, and return type.
• From clients: the files you upload and the file names, and when you open your link.
• Records of emails and reminders we send for the preparer.

Uploaded documents can contain sensitive information, including Social Security numbers. Only upload through a link your own preparer sent you.

How we use it

• To show the preparer what has been uploaded and what is still missing.
• To send the client the link and reminders about missing documents. Every reminder has a link to stop reminders.
• To keep the service secure and working.

We do not use uploaded documents for advertising, and we do not give tax advice based on them.

We do not sell data

We do not sell or rent personal information or documents. We share data only with service providers that run the service for us: hosting, database, file storage, email, and payments (and text messages, if a preparer turns them on). They may use it only to provide that service.

How long we keep it

We keep documents for the current tax season plus one year. A preparer can delete their firm at any time, which deletes its clients, checklists, and uploaded files. After that, client links stop working.

Security

Files are kept in private storage, separated by preparer. Download links are short-lived. Client links are long random codes, and we do not store them in readable form. No system is perfectly secure; if a link was sent to the wrong person, tell your preparer so they can act on it.

Your choices

Clients: to see, correct, or delete what you uploaded, contact your preparer. They control the checklist. Preparers: you can export each checklist as a zip and delete your firm from Settings.

Contact

Clients: questions about your documents or your return go to your preparer. Your preparer can reach us about this service.