Draft — not yet in effect
These documents are working drafts. They have not been reviewed by counsel and do not yet govern use of the service. Highlighted {{…}} text is still to be filled in.
Legal
- Terms of Service
The agreement between UNTAP LLC and the firms that use the service.
- Privacy Policy
What information we handle, why, and the choices you have.
- Subprocessors
The third parties we use to provide the service, and how we announce changes.
- Security
How we protect customer data, and our honest certification status.
- How we use AI
Which AI we use, where it runs, what it keeps, and why it never trains on your data.
- Data Processing Addendum
Our commitments as a service provider processing your clients' data.
- Client consent template
An engagement-letter clause CPA firms can use to get their client's consent before uploading.