Where your numbers go. And where they never go.
The short version: your files stay with you. Here is every case, in one place.
Your files
Read on your own computer or phone. Never uploaded, never stored by us.
Your numbers
Saved on your device. We never sell them or share them, and we do not keep them, except for the optional AI note below.
Optional AI note (members)
Only if you press the button. The summary figures the note needs (for example collections, overhead, other line percentages, your three actions and follow-ups, and your notebook note if you tick it) are sent to an outside AI provider, Anthropic, to write the note. We do not store them. No file, file name, bank login or patient information is sent.
Patient information
Never needed. A file that looks like it has patient details is held back before it is read.
The outside-in check (free)
You type one public web page address. Our server fetches that page, runs the checks and shows you the result. Your numbers are not involved. We do not store the address or the page.
Your team and advisors
Plans, team messages and officer pages leave only when you send them, from your own phone or email.
Advice
Education and coaching only. No tax, legal, accounting, investment or valuation advice. For those, it gives you the questions to take to your CPA or attorney.
Counting
We count a few things, with no cookies, no ids and no file names: that someone visited, that someone started a read, and that a read finished. Never who, never what was in the file.
Your email
If you fill in the "Get notified when paid plans open" form or the contact form, we get what you typed (your email, and your name and message on the contact form). We use it only to write back or to tell you once when paid plans open, and we never share it. It is not linked to any number you drop in, because we never see your files.
Payment
Nothing is for sale today, so nothing is charged and no card is asked for.
The details are in the privacy policy and the method and sources.