Privacy Tips

Your tax information is sensitive. Take these steps to protect it.

Here are a few tips to keep your tax information safe:

Don’t

publish⁠

this doc.

Only share this doc with people you trust (including your accountant) by clicking Share at the top of the page and entering their emails into the “invite” field.

In the Share settings, make sure “Anyone with the link” is set to “No access” (see image below).

⁠

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Coda takes privacy and security

seriously⁠

. The data you store in Coda is encrypted and SOC II compliant.

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Back to:

Tax Dashboard⁠

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Gallery

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.