Paperwork

We take security and your privacy very seriously. It’s our number one priority to keep your data safe and private. We encourage you to explore our Privacy P...

You have complete control over who accesses your Paperwork and when.  Unless you’ve designated a collaborator by inviting a spouse/partner, only you will h...

We use an established service provider, Plaid, to securely connect to more than 15,000 financial institutions across the U.S. When linking accounts, your ...