Client Data & Compliance Notice

Journey.tax provides tools to help firms collect, store, transmit, and manage client data, including features designed to facilitate compliance such as consent capture, audit trails, and configurable consent-form templates. These tools are provided for convenience and do not constitute legal or tax advice. Each firm remains solely responsible for obtaining all required consents, including under IRC § 7216.

1. Platform tools

The Service includes, among other features:

Client portal for secure submission of documents and information.
Configurable consent-form templates and consent capture.
Audit trails for document access, e-signature events, and key actions.
Role-based access controls for firm personnel.
Encrypted storage and time-limited signed URLs for document access.

2. Firm responsibilities

Each firm is solely responsible for:

Determining the legal requirements applicable to its services and clients.
Obtaining all required client consents and authorizations, including disclosures and uses of tax return information under IRC § 7216 and Treasury Regulation § 301.7216.
Configuring the Service, including consent templates, retention settings, user roles, and access controls, to meet the firm's legal and professional obligations.
Communicating with its clients about the firm's privacy and data handling practices.

3. No professional advice

Journey.tax is a software platform. Nothing in the Service, including template consent forms or compliance tooling, constitutes legal, tax, accounting, or financial advice. Firms should consult their own professional advisors regarding their obligations.

4. Allocation of compliance roles

As between the Firm and Journey.tax, the Firm is the controller of client data, and Journey.tax is the processor and service provider as described in the Data Processing Addendum. Compliance obligations that apply to the controller of client data are the Firm's responsibility.

5. Contact

Compliance questions may be sent to admin@journey.tax.