What the hub does not hold
A plain statement of the data this hub keeps and the data it never collects.
Policy · Version 1 · 2 min read · Reviewed by Meridian Review Team · Sep 15, 2026
What the hub keeps
- Your email and an optional pseudonym.
- Your reading and checklist progress.
- Posts you make and events you join.
- Your choices about contact, which are separate and off by default.
What the hub never holds
- Tax returns or return details.
- Notices or letters.
- Identity numbers or bank details.
- Documents. These go to the secure portal.
Contact choices
Taking part in the hub never counts as permission for marketing. If you want the practice to contact you about a request, you grant that separately. Marketing email is a different, separate choice. Both start off.
Your controls
You can change your choices, opt out of everything or ask to delete your account from your settings.
Where your private work lives
In the secure portal, with your preparer.