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Security & data

Last updated October 3, 2026

Proposals hold things you don't want loose: pricing, past performance, people's names. This page says exactly how we protect them, what leaves our server, and what we don't have yet. Nothing here is a certification or a guarantee.

What we don't have yet

Your company's records are kept apart

Your account

In transit and on the page

What leaves our server

Who can see your data

You, and the teammates you invite. The operator of this service (Jackson Lopez Holdings LLC) has administrator access to the server, as any host does, and looks at customer records only to fix a problem you report or when the law requires it.

How the server is run

Found a security problem?

Tell us through the contact form with "Security" in the message. We'll reply, fix what's real, and credit you if you'd like.