Authentication, security, billing, requested storage, and network delivery. Always active when needed for a feature you choose.
Privacy choices
Control optional analytics and your data.
Security and the storage you request keep selected features working. Product analytics stays off unless you allow it.
Analytics preference
Optional Google Analytics helps identify which pages and tools are useful. It does not receive Resolve case text, document contents, filenames, account numbers, company-response text, or query-string identifiers. Your choice does not affect features or price.
Choose an analytics preference
Also load privacy-minimized Google Analytics for product measurement. Advertising signals remain disabled.
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Account and data controls
- Use the Account page to update profile data, disconnect Plaid, delete saved planning data, manage billing, or permanently delete the account.
- Use a Resolve case workspace to export or delete that case, or the Resolve dashboard to delete all Resolve data.
- Use the contact page for access, correction, portability, deletion, an authorized-agent request, or a privacy appeal.
Read the Privacy Notice for categories, recipients, retention, state rights, verification, and limitations.