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Security, privacy, and data practices.

Review how R&D Ledger approaches data handling, access control, AI use, professional boundaries, and security documentation.

Trust center

Security and access controls

·HTTPS encryption for all application traffic
·Server-side authentication and authorization
·Company-level workspace isolation
·Role-based access controls
·Backend-controlled protected operations
·Private file storage with time-limited signed access

Data handling and privacy

·Company workspaces keep each organization's records separate
·Private files are delivered through time-limited signed URLs
·Activity history for supported records assists operational review
·See the Privacy Policy for collection, use, and retention detail

AI usage and data practices

·AI-assisted summaries may help identify gaps but may be inaccurate
·AI outputs are supplemental and do not determine eligibility
·Human review is required before any output is used
·See the AI Disclosure for limits and review requirements

Security reporting

·Responsible security reporting through service@rndledger.com
·Customers are asked to report suspected unauthorized access promptly
·Security is a shared responsibility between R&D Ledger and customers

Service providers and vendor dependencies

·Managed cloud infrastructure provides hosting and networking
·Cloudflare network and web application security services
·Payment processing through Stripe; full card data handled by Stripe

Professional and tax boundaries

·R&D Ledger organizes documentation and preliminary inputs—it is not tax advice
·The platform does not file Form 6765 or any tax form
·Final eligibility, credit calculation, and filing are made by a qualified CPA or tax advisor

Policies & resources

Security and compliance questions: service@rndledger.com

Questions about security or data handling?

Contact us if your organization needs security documentation, vendor-review materials, or answers about data handling.

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