If you leave, or we stop.

Once it’s in place, you can leave at the end of any month, taking your records with you. We’ll then delete our copy within 30 days.

The steps will be:

1. You give written notice.
2. We export your records.
3. You confirm you have them.
4. We delete our copy, including backups, and confirm that in writing.

We’ll publish the notice period, the export format and how long backups take to purge, once each is set. A full export of a client’s records isn’t built yet, so we don’t promise one until it is built and tested.

Today, you can download the original documents from the private library.

We’re arranging an independent escrow agent. What it holds, and whether that includes your records, is confirmed once escrow is signed and the first deposit is verified. We’ll publish it here then.

Escrow is not a promise about the services we rely on, such as hosting, the database and AI providers. How you’d keep working if one of those stopped is still being worked out. We’ll publish that here before launch.

If we stop trading, we’ll give you written notice, and a date.

We’re arranging escrow so your records can be released to you. Until escrow is signed and verified, we don’t promise that they will be.

We’ll help you move your records to another provider. What that help covers, and for how long, is still being set.