Help / Security and your data

Can we take our data with us?

Yes, at any time. Owners and admins download every record as spreadsheets under Admin, Export: one CSV file for each kind of record, in one zip file. Documents are listed; download the files themselves from each client's page.

More on security and your data

• Can another firm see our data?
• Can your staff see our data?
• Where is our data stored?
• Can you delete our firm's data?

Not answered here? Contact us.