TAX PLANNING · RESEARCH & INSIGHTLocal demo privacy
Keep your preparation proportionate.
This demonstration processes tool inputs in your browser. Use redacted summaries and avoid confidential documents.
What is saved
Draft inputs, reports, fictional shortlists, optional delivery email drafts and consent choices are stored under Planning Basis keys in localStorage. Limited demo events record tool identifiers and actions, never financial inputs, email addresses or pasted content. Hosting may process ordinary request information needed to serve the site.
What is not connected
There is no remote AI processing, CRM, supplier messaging, email-delivery service or document upload backend. URLs entered in tools are treated as text and are not fetched. Plain-text imports are read locally. No PDF parsing is offered.
Your control
Use Delete my local data in the workspace to remove Planning Basis browser records. Downloaded files remain on your device until you delete them. Other people using this browser profile could access its local data. Storage failures use session memory; it may be lost when you close or reload the page.
Separate permissions
Delivery drafts, optional marketing permission and introduction drafts are separate purposes. Marketing is unticked by default. These demo permissions do not trigger any transmission. Do not enter SSNs, EINs, patient information, employee records or full tax returns.