Trust Center
Clear boundaries build better financial technology.
This center brings RetireTax Scan Pro's privacy, security, service-provider, compliance, legal, and disclosure information together so advisors and firms can review the product without guessing how it works.
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 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 July 16, 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.