Written Information Security Plan, third-party service providers
Jenna (getjenna.com), Tonic Data Labs Inc.
Use. The firm uses Jenna for IRS representation work: reading account transcripts, drafting letters, building plans of action and analyzing bank statements.
Client data handled. Documents and text the firm uploads or types.
Redaction. Before any AI call, Jenna replaces people's names, Social Security numbers, ITINs, EINs, phone numbers, email addresses, street addresses, bank account numbers, routing numbers and transcript document IDs with stand-ins on its own servers. If that check cannot run, Jenna sends nothing. Dates, dollar amounts and state names are not replaced. The firm reviews the replacements in Q&A, Letter Drafter, Financials and PDF or image transcripts. Jenna replaces identifiers in text and CSV transcripts, plans and conversation titles without a review step.
AI provider and hosting. Google (Gemini API). Hosted on Google Cloud, region us-west1 (Oregon, United States). Provider training on inputs: none. Under Google's terms for the paid Gemini API, Google does not use prompts or responses to improve its products. It keeps them for a limited time to detect abuse; when Jenna searches the web, Google keeps the search and its answer for 30 days.
Encryption. Jenna stores saved Library items, saved analyses and the stand-in table encrypted. Connections use HTTPS. Google Cloud also encrypts Jenna's database at rest by default, with keys Google manages.
Access. Each user signs in with a password stored as a bcrypt hash.
Retention. The firm sets 1, 3 or 7 years, or until deleted.
Incident notice. If a breach touches the firm's data, Jenna tells the firm as soon as it is discovered, so the firm can meet its own notice duties. Contact: support@getjenna.com.


