Plan without handing over sensitive records

The current planner runs in your browser. It does not ask for a name, email, SSN, EIN, account login, bank information or payment details.

Launch selections

Activity, jurisdiction, premises, entity, sales and hiring selections are used to display the plan in the current page. They are not submitted to a lead form or sent to Slack.

Analytics

Analytics may record that a planning interaction occurred. Sensitive identifiers and the contents of government records are not analytics fields.

Future saving

If saved plans are introduced, retention, deletion, export and access rules will be shown before any data is collected.