Information & privacy
Your inquiry, at your pace.
Updated October 30, 2026
Onward Practice is an initiative evaluating initial acquisitions of bookkeeping and tax practices. This site lets practice owners introduce themselves and share information for a possible succession conversation.
When information is saved
Your initial details are sent when you submit an introduction or request a conversation. After that, optional practice-profile changes save automatically. An incomplete profile and a submitted profile are recorded separately. A conversation request is not a booked appointment; no acknowledgment email is sent by the current service.
Share practice-level information only
We collect the contact details, practice-level operating and financial information, transaction preferences, and files you choose to provide. Use aggregate financial statements or redacted schedules. Do not provide client names, tax returns, taxpayer identifiers, payroll records, bank details, or passwords.
How information is used and stored
Information is used to evaluate and discuss your inquiry. The acquisition workspace is separate from the seller-facing site and is restricted to the operator’s private network. Your information is stored on an operator-controlled server. Cloudflare provides the HTTPS connection and proxies traffic to that server, processing request information as part of that service.
Inquiry information is not automatically emailed, sent to investors, processed by an AI extraction service, or used for marketing. Consent to discuss your inquiry does not authorize sharing with capital partners.
Your private resume link
Your resume link grants access to your inquiry. Anyone with the link can read, change, or delete the seller profile and its documents. Keep it confidential. This browser remembers the resume credentials so you can return; financial answers are stored on the server. Use “Forget this device” on a shared computer after keeping your resume link somewhere private.
Corrections, documents, and deletion
You can correct your answers, remove an individual uploaded document, or delete the entire inquiry from the intake. Deletion removes the inquiry and uploaded documents from active storage. Backup copies may remain until their retention period expires. Deleted information is not intentionally used for further review.
Retention and backups
No automatic inquiry-retention schedule is currently applied. Inquiries remain until you delete them or they are manually removed. Encrypted recovery snapshots are retained for up to 14 days.