Device lock
Use supported device biometrics or a device PIN to add another layer between someone holding your phone and your TaxPilot workspace.
Security & data
Protect the workspace. Keep a way back in.
TaxPilot’s security design combines account controls with data portability: alerts, device lock, connection consent, sync visibility, export backups and restore tools.
Security notifications
New sign-in and important account events can appear in the notification centre so unusual activity is easier to notice and investigate.
Sync visibility
See whether automatic sync is active and trigger a manual sync when you want to refresh the workspace.
Export backup
Create a copy of the TaxPilot workspace so your records and documents are not dependent on one device or one app install.
Restore backup
Restore a compatible TaxPilot backup when you need to rebuild or replace a workspace.
Revocable connections
Connected-bank/provider consent is controlled through the relevant provider. Revoking access stops future updates without needing to erase records already imported.
Data design
Backups matter because financial records are more than account balances.
A useful workspace includes supporting files, classifications, review decisions, invoice history and tax preparation context. TaxPilot’s backup workflow is intended to preserve that broader record set.
Documents and evidence
Receipts, statements, contracts, bills and other Vault documents form part of the record history you may need later.
Reviewed financial data
Categories, review state and links between records and evidence are important context, not disposable UI state.
Invoice history
Sent, received, recurring and status information can matter to business continuity and recordkeeping.
Your responsibility still matters
No software removes the need for strong device security, unique passwords, careful provider consent and independent retention where required for your circumstances.
Privacy
Read privacy policy Read how the website and product handle information.
The privacy page explains the categories of information and the role of connected providers.