Security
Authentication
Sign in and sign up use secure authentication. Sessions are validated on every API request.
Data isolation
Client data is scoped to your account and firm. Private clients are visible only to you and firm admins. Firm-shared clients are available to all firm members with appropriate roles.
No guessing on pending data
When fund-year catalog data is Pending, calculations are never estimated. Entries remain Pending until published obligations percentages are Available.
Exports and storage
Generated PDF and CSV files are stored securely and tied to your workspace. Deleted exports move to the Recycle Bin for 30 days before permanent removal.
Ready to calculate state exempt income?
Sign in to search funds, manage clients, and generate audit-ready PDF and CSV exports.