Trust Center
Review advisor tax software with clear evidence, boundaries, and controls.
Use this Trust Center to review RetireTax Scan Pro security, privacy, methodology, service providers, compliance materials, legal terms, and disclosures before your firm decides whether and how to use the software.
Firm review path
Four steps for a more evidence-based software review
This sequence organizes the existing evidence into a practical review path. It does not replace a firm's legal, compliance, security, privacy, procurement, or supervisory process.
Step 1
Confirm the software scope
Start with the workflow and methodology to distinguish preliminary opportunity discovery from tax preparation, projections, recommendations, and professional judgment.
Step 2
Trace data and provider boundaries
Review what the browser holds during an active case, what account information providers process, and which responsibilities remain with the advisor and firm.
Step 3
Evaluate firm controls
Use the compliance materials to assess supervision, communications, recordkeeping, privacy, access, and vendor-review requirements under the firm's own policies.
Step 4
Document the software decision
Use the neutral evaluation scorecard to compare product scope, evidence, controls, implementation needs, and commercial fit without treating this Trust Center as a certification.
Privacy
What information is processed, where case information remains, how long different information may persist, and what choices users have.
Review detailsSecurity and data handling
The current browser-session architecture, access boundaries, data-minimization controls, and shared security responsibilities.
Review detailsService providers
A transparent list of the providers currently used for authentication and hosting, with links to their official legal resources.
Review detailsCompliance-conscious design
How the product supports firm review without claiming automatic regulatory approval or replacing supervision and recordkeeping.
Review detailsTerms and conditions
Account rules, permitted use, professional responsibilities, intellectual property, service limitations, and commercial terms.
Review detailsSoftware disclosures
The planning, advice, data, risk, government, Social Security, insurance, and professional-responsibility limitations.
Review detailsEditorial standards and corrections
Primary-source standards, tax-year labels, material updates, and correction handling for public resources and product documentation.
Review detailsMethodology and supported tax year
The supported completed-return year, ten preliminary signals, output interpretation, limitations, and professional-review expectations.
Review detailsCurrent product boundary
Case workspace
Client case information is used during the active review and is not retained in a permanent application database. The browser temporarily holds the information so the advisor can move between the case and report.
Advisor account
Authentication requires account information and security events processed by the authentication provider.
Reports
A downloaded or printed PDF is controlled by the user and firm, including its approval, delivery, retention, and deletion.
Updated August 18, 2026. This Trust Center describes the current product design. It is not a certification, audit report, legal opinion, or promise that the software satisfies every firm's requirements.