Security and Privacy
Learn how Institution protects account access, documents, business information, and customer communications.
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How Institution protects your account
How this works in Institution, and what it means for your account.
Updated 2026-07-28
How Institution handles uploaded documents
How this works in Institution, and what it means for your account.
Updated 2026-07-28
Best practices for securing your account
What this means in Institution and how it affects your account.
Updated 2026-07-28
How to recognize suspicious messages
Step by step guidance for recognizing suspicious messages in your account settings.
Updated 2026-07-28
All security and privacy articles
How Institution protects your account
How this works in Institution, and what it means for your account.
Updated 2026-07-28
How Institution handles uploaded documents
How this works in Institution, and what it means for your account.
Updated 2026-07-28
Best practices for securing your account
What this means in Institution and how it affects your account.
Updated 2026-07-28
How to recognize suspicious messages
Step by step guidance for recognizing suspicious messages in your account settings.
Updated 2026-07-28
How to report suspected account access
Step by step guidance for reporting suspected account access in your account settings.
Updated 2026-07-28
How to protect sensitive documents
Step by step guidance for protecting sensitive documents in your account settings.
Updated 2026-07-28
What information not to include in a general message
A clear answer in plain language, plus what to do next.
Updated 2026-07-28
How workspace permissions protect information
How this works in Institution, and what it means for your account.
Updated 2026-07-28
How to remove a former team member
Step by step guidance for removing a former team member in your account settings.
Updated 2026-07-28
How to review account access
Step by step guidance for reviewing account access in your account settings.
Updated 2026-07-28
How Institution uses customer information
How this works in Institution, and what it means for your account.
Updated 2026-07-28
Where to find the Institution privacy policy
Where to find this in your workspace, and how to get a copy.
Updated 2026-07-28
How to submit a privacy request
Step by step guidance for submitting a privacy request in your account settings.
Updated 2026-07-28
How to report a security concern
Step by step guidance for reporting a security concern in your account settings.
Updated 2026-07-28
How to safely share tax and financial documents
Step by step guidance for safelying share tax and financial documents in your account settings.
Updated 2026-07-28
Still need a hand?
Contact the Institution team for help with account access, services, documents, billing, or a question that is specific to your company.