Settings

Profile, security, notifications, and data retention.

Profile

Stored encrypted; masked in the UI after entry.

Security

Multi-factor authentication
TOTP via authenticator app
Email login alerts
Notify on new device sign-in
Session timeout (30 min)
Auto sign-out when idle

Notifications

Preparer messages
Email me when my preparer replies
Document reminders
Nudge me about missing documents
Marketing updates
Product news from Connecting Minds

Data retention

Tax records are retained for at least 3 years per IRS guidance. You may request deletion of records not required for compliance.