Security and privacy
Privacy is part of the setup—not an afterthought.
You stay in control of your accounts and your information. Here is exactly how we work, in plain language.
Our commitments
- Accounts belong to you.
- You approve every paid subscription.
- We never request passwords through email or website forms.
- Sensitive documents are not uploaded before privacy rules are agreed.
- Your information is not used for model training without separate consent.
- AI does not independently send important communications.
- AI does not move money or access financial accounts.
- High-risk decisions stay human-reviewed.
Protecting you from scams
Technology-support and impersonation scams cause disproportionate harm. If anyone contacts you claiming to be from WellHandled and asks for money, gift cards or remote access you did not schedule, hang up and call our published number.
What to keep out of AI tools
The exact boundaries depend on the tool and how your account is configured — and we set those boundaries with you. As a general rule, keep these out of AI tools until we've agreed how they'll be handled:
- Confidential client or customer records, unless the account is configured for it
- Financial-account numbers, statements and credentials
- Legal matters where privilege or sensitive detail is involved
- Medical information and anything you'd consider private health data
- Employee records and other personal information about your staff
Once an engagement begins
No sensitive files are ever accepted through the public forms on this site. After a contract is signed, we put proper handling in place:
- A secure client portal for any documents you share
- Clear account-ownership rules — the accounts are yours
- A written list of who is authorized to participate
- Multifactor authentication on the accounts we set up
- Defined retention and deletion procedures
- A record of which vendors process your information
- Separate, explicit consent before any product-improvement or model-training use