Privacy & security

Your packet is sensitive. We treat it that way.

A Section 1202 evidence dossier contains personal, financial, and tax-adjacent information. Read this before you upload anything you would not put in an email to a stranger.

What we store

1202 Request stores the facts and evidence statuses you enter so you can return to them. Unless you have connected a backend, your dossier is held locally in your browser. Document files themselves are referenced by metadata and are not transmitted unless you explicitly upload them to a connected vault. We also keep an opt-in audit log of significant actions you took inside the app, so you can show your CPA when each piece of evidence was requested or received.

Visibility

  • Private — visible only to you.
  • Unlisted review link — anyone with the link can read; share only with your CPA or attorney.
  • Archived — hidden from your active list; still recoverable.

Unlisted links are a convenience, not a substitute for secure professional file transfer. Disable a link the moment review is finished.

What we do not do

  • We do not sell or share your data with advertisers.
  • We do not provide tax, legal, accounting, or investment advice.
  • We do not certify, determine, or opine on QSBS eligibility.
  • We do not contact your issuer, CPA, or counsel on your behalf.

Recommendations before you upload

  • Do not upload documents containing information you are not authorized to share.
  • Redact or summarize where the underlying document is not strictly required.
  • Use professional judgment before forwarding anything to a third party.
  • Review your unlisted share links periodically and disable any that are no longer needed.

Contact

For privacy questions, write to privacy@1202request.com. For questions about how Section 1202 applies to your facts, contact a qualified tax professional — your dossier is built for that conversation.

Educational information only. 1202 Request does not provide tax, legal, accounting, investment, or securities advice and does not determine or certify QSBS eligibility. Review your facts and any documentation produced here with a qualified tax professional.