Draft
Privacy
This page is a placeholder. It is not the firm’s privacy policy and it is not a §7216 consent. Do not rely on it. The signing CPA will adopt the final wording before a client engagement.
Qually is the workspace used to prepare a federal research credit study. The marketing site at qually.tax collects only what you choose to send by scheduling a call. The study itself lives in the app at app.qually.tax, and only people the firm invites can open a client file.
A study may include payroll, accounting exports, contracts, and read-only activity from systems the client connects. That information is used to prepare the study. It is not used to sell unrelated services. Connector credentials are stored encrypted.
Questions about a live file go to the firm on the engagement, not to this draft page.