Privacy, security and accessible use.
Understand what information the service uses and how to use the resources responsibly.
Information you provide
A member account uses your name, email address and password. The portal stores saved guides, membership status and consultation requests. Request topics, preferred times and staff scheduling notes are associated with your account. Do not include tax identifiers, bank credentials or tax documents in the request fields.
Account security
Passwords are stored as one-way password hashes. Authentication uses secure session cookies, and account-changing requests use anti-forgery protections. Use a unique password and sign out when using a shared device. Account recovery is staff-assisted and requires appropriate verification.
Payments
When subscription enrolment is enabled, payment details are entered on Stripe’s hosted checkout and billing pages. This site does not provide a card-entry form. The portal stores identifiers and subscription status needed to manage access; it does not store full payment card numbers.
Browser tools and essential cookies
Inputs in the public cash reserve and break-even tools are calculated in your browser and are not sent to the membership service. Account and security functions use essential cookies. The site does not embed advertising trackers or third-party advertising analytics in its source.
Technical records
The hosting and security services may process IP addresses, browser details, request times and requested pages for delivery, security, rate limiting and troubleshooting. Retention depends on operational needs and applicable obligations. This policy does not claim that technical logs are disabled.
Use and retention
Account data is used to provide the dashboard, maintain service security, manage subscription access and coordinate requested consultations. Staff access is restricted to authorized service administration. Information may need to be retained for service, security, billing or legal obligations. Contact support to discuss access, correction or account deletion requests.
External resources
Official-source links lead to independent services with their own privacy practices. Review their policies before providing information. Confirm a secure transfer process with a professional before sharing records for a separate engagement.
Accessibility
The site uses semantic headings, keyboard-accessible navigation, visible focus indicators, labeled controls, responsive layouts and readable phone links. The guide library reports filtered results, and calculators provide live result text. You can use browser zoom and keyboard navigation without a separate application. These features do not constitute certification for every assistive technology. Contact support if a barrier prevents you from using a resource.