Privacy & your data

Draft for this private pilot. Final policies require business and legal review before a public commercial launch.

What this version stores

Your signed-in identity, profile, job postings, proposals, contract messages, milestone records, submitted credential details and issue reports are saved to operate the marketplace.

Who can see it

Published accountant profiles and open jobs are visible to visitors with access to this site. Proposals are visible to the applicant and job owner. Contract messages and milestones are restricted to contract participants. Credential reviewers can access submitted memberships and issue reports.

Keep sensitive records out of the pilot

Do not enter bank details, tax identification numbers, passwords or confidential financial records. Document uploads and payment collection are disabled until their security and provider integrations are complete.

Profile visibility

You can unpublish your accountant profile in Edit profile. Retention rules and a formal data-request contact must be established before public launch.